Filed: 4/8/2026ACC: 0000883511-26-000002
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $611.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$611.24M
Total AUM (reported)
7.31M
Total Shares
Allocation by class
COM$611.24M100.0%
Portfolio Concentration
Top 3$121.57M19.9%
4–10$194.82M31.9%
11–25$258.69M42.3%
Rest$36.16M5.9%
Top 3 weight
19.9%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 7.31M
Sole
Full voting authority
7.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
Wheaton Precious Mtls
SOLEShares459.38K
TypeSH
Market value$60.18M
9.85%
Sole
459.38K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares245.75K
TypeSH
Market value$31.05M
5.08%
Sole
245.75K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares367.63K
TypeSH
Market value$30.33M
4.96%
Sole
367.63K
Shared
0.00
None
0.00
Analog Devices
SOLEShares95.12K
TypeSH
Market value$30.26M
4.95%
Sole
95.12K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.75K
TypeSH
Market value$29.96M
4.90%
Sole
139.75K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares97.17K
TypeSH
Market value$29.37M
4.80%
Sole
97.17K
Shared
0.00
None
0.00
Aon plc
SOLEShares88.78K
TypeSH
Market value$28.66M
4.69%
Sole
88.78K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares105.01K
TypeSH
Market value$27.93M
4.57%
Sole
105.01K
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares455.73K
TypeSH
Market value$24.34M
3.98%
Sole
455.73K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares104.17K
TypeSH
Market value$24.30M
3.98%
Sole
104.17K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares169.04K
TypeSH
Market value$23.01M
3.76%
Sole
169.04K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares270.40K
TypeSH
Market value$22.95M
3.75%
Sole
270.40K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.93K
TypeSH
Market value$22.64M
3.70%
Sole
240.93K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares75.73K
TypeSH
Market value$22.14M
3.62%
Sole
75.73K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares114.88K
TypeSH
Market value$21.78M
3.56%
Sole
114.88K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares55.69K
TypeSH
Market value$20.26M
3.31%
Sole
55.69K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares164.60K
TypeSH
Market value$19.27M
3.15%
Sole
164.60K
Shared
0.00
None
0.00
Badger Meter Inc
SOLEShares122.15K
TypeSH
Market value$18.61M
3.04%
Sole
122.15K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares1.25M
TypeSH
Market value$18.39M
3.01%
Sole
1.25M
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares480.02K
TypeSH
Market value$16.20M
2.65%
Sole
480.02K
Shared
0.00
None
0.00
NexGen Energy Ltd.
SOLEShares1.22M
TypeSH
Market value$14.20M
2.32%
Sole
1.22M
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares66.28K
TypeSH
Market value$13.14M
2.15%
Sole
66.28K
Shared
0.00
None
0.00
Xylem Inc.
SOLEShares80.83K
TypeSH
Market value$9.66M
1.58%
Sole
80.83K
Shared
0.00
None
0.00
Fastenal Co.
SOLEShares181.25K
TypeSH
Market value$8.41M
1.38%
Sole
181.25K
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares143.92K
TypeSH
Market value$8.03M
1.31%
Sole
143.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 459.38K | SH | $60.18M 9.85% | 459.38K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 245.75K | SH | $31.05M 5.08% | 245.75K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 367.63K | SH | $30.33M 4.96% | 367.63K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 95.12K | SH | $30.26M 4.95% | 95.12K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.75K | SH | $29.96M 4.90% | 139.75K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 97.17K | SH | $29.37M 4.80% | 97.17K | 0.00 | 0.00 |
Aon plcSOLE | COM | 88.78K | SH | $28.66M 4.69% | 88.78K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 105.01K | SH | $27.93M 4.57% | 105.01K | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 455.73K | SH | $24.34M 3.98% | 455.73K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 104.17K | SH | $24.30M 3.98% | 104.17K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 169.04K | SH | $23.01M 3.76% | 169.04K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 270.40K | SH | $22.95M 3.75% | 270.40K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.93K | SH | $22.64M 3.70% | 240.93K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 75.73K | SH | $22.14M 3.62% | 75.73K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 114.88K | SH | $21.78M 3.56% | 114.88K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 55.69K | SH | $20.26M 3.31% | 55.69K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 164.60K | SH | $19.27M 3.15% | 164.60K | 0.00 | 0.00 |
Badger Meter IncSOLE | COM | 122.15K | SH | $18.61M 3.04% | 122.15K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 1.25M | SH | $18.39M 3.01% | 1.25M | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 480.02K | SH | $16.20M 2.65% | 480.02K | 0.00 | 0.00 |
NexGen Energy Ltd.SOLE | COM | 1.22M | SH | $14.20M 2.32% | 1.22M | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 66.28K | SH | $13.14M 2.15% | 66.28K | 0.00 | 0.00 |
Xylem Inc.SOLE | COM | 80.83K | SH | $9.66M 1.58% | 80.83K | 0.00 | 0.00 |
Fastenal Co.SOLE | COM | 181.25K | SH | $8.41M 1.38% | 181.25K | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 143.92K | SH | $8.03M 1.31% | 143.92K | 0.00 | 0.00 |
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