Filed: 7/9/2026ACC: 0000883511-26-000003
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $662.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$662.29M
Total AUM (reported)
7.83M
Total Shares
Allocation by class
COM$662.29M100.0%
Portfolio Concentration
Top 3$126.21M19.1%
4–10$203.77M30.8%
11–25$285.29M43.1%
Rest$47.01M7.1%
Top 3 weight
19.1%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 7.83M
Sole
Full voting authority
7.83M
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
SOLEShares454.64K
TypeSH
Market value$51.07M
7.71%
Sole
454.64K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares234.45K
TypeSH
Market value$41.34M
6.24%
Sole
234.45K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.73K
TypeSH
Market value$33.81M
5.10%
Sole
139.73K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares96.97K
TypeSH
Market value$33.27M
5.02%
Sole
96.97K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares78.01K
TypeSH
Market value$32.51M
4.91%
Sole
78.01K
Shared
0.00
None
0.00
Aon plc
SOLEShares88.81K
TypeSH
Market value$29.46M
4.45%
Sole
88.81K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares104.69K
TypeSH
Market value$29.17M
4.40%
Sole
104.69K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares367.78K
TypeSH
Market value$27.94M
4.22%
Sole
367.78K
Shared
0.00
None
0.00
Analog Devices
SOLEShares67.20K
TypeSH
Market value$26.69M
4.03%
Sole
67.20K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares104.22K
TypeSH
Market value$24.74M
3.73%
Sole
104.22K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares272.33K
TypeSH
Market value$24.45M
3.69%
Sole
272.33K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares75.73K
TypeSH
Market value$23.80M
3.59%
Sole
75.73K
Shared
0.00
None
0.00
Fastenal Co.
SOLEShares472.44K
TypeSH
Market value$22.69M
3.43%
Sole
472.44K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares169.34K
TypeSH
Market value$22.28M
3.36%
Sole
169.34K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.93K
TypeSH
Market value$22.23M
3.36%
Sole
240.93K
Shared
0.00
None
0.00
Federal Signal Corp
SOLEShares169.28K
TypeSH
Market value$21.75M
3.28%
Sole
169.28K
Shared
0.00
None
0.00
Xylem Inc.
SOLEShares181.05K
TypeSH
Market value$21.40M
3.23%
Sole
181.05K
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares495.65K
TypeSH
Market value$20.69M
3.12%
Sole
495.65K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares1.26M
TypeSH
Market value$20.40M
3.08%
Sole
1.26M
Shared
0.00
None
0.00
Allison Transmission
SOLEShares165.04K
TypeSH
Market value$18.61M
2.81%
Sole
165.04K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares465.15K
TypeSH
Market value$17.56M
2.65%
Sole
465.15K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares66.28K
TypeSH
Market value$14.48M
2.19%
Sole
66.28K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares74.02K
TypeSH
Market value$14.10M
2.13%
Sole
74.02K
Shared
0.00
None
0.00
NexGen Energy Ltd.
SOLEShares1.23M
TypeSH
Market value$11.51M
1.74%
Sole
1.23M
Shared
0.00
None
0.00
Badger Meter Inc
SOLEShares63K
TypeSH
Market value$9.35M
1.41%
Sole
63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 454.64K | SH | $51.07M 7.71% | 454.64K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 234.45K | SH | $41.34M 6.24% | 234.45K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.73K | SH | $33.81M 5.10% | 139.73K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 96.97K | SH | $33.27M 5.02% | 96.97K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 78.01K | SH | $32.51M 4.91% | 78.01K | 0.00 | 0.00 |
Aon plcSOLE | COM | 88.81K | SH | $29.46M 4.45% | 88.81K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 104.69K | SH | $29.17M 4.40% | 104.69K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 367.78K | SH | $27.94M 4.22% | 367.78K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 67.20K | SH | $26.69M 4.03% | 67.20K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 104.22K | SH | $24.74M 3.73% | 104.22K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 272.33K | SH | $24.45M 3.69% | 272.33K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 75.73K | SH | $23.80M 3.59% | 75.73K | 0.00 | 0.00 |
Fastenal Co.SOLE | COM | 472.44K | SH | $22.69M 3.43% | 472.44K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 169.34K | SH | $22.28M 3.36% | 169.34K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.93K | SH | $22.23M 3.36% | 240.93K | 0.00 | 0.00 |
Federal Signal CorpSOLE | COM | 169.28K | SH | $21.75M 3.28% | 169.28K | 0.00 | 0.00 |
Xylem Inc.SOLE | COM | 181.05K | SH | $21.40M 3.23% | 181.05K | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 495.65K | SH | $20.69M 3.12% | 495.65K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 1.26M | SH | $20.40M 3.08% | 1.26M | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 165.04K | SH | $18.61M 2.81% | 165.04K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 465.15K | SH | $17.56M 2.65% | 465.15K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 66.28K | SH | $14.48M 2.19% | 66.28K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 74.02K | SH | $14.10M 2.13% | 74.02K | 0.00 | 0.00 |
NexGen Energy Ltd.SOLE | COM | 1.23M | SH | $11.51M 1.74% | 1.23M | 0.00 | 0.00 |
Badger Meter IncSOLE | COM | 63K | SH | $9.35M 1.41% | 63K | 0.00 | 0.00 |
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