Filed: 10/6/2026ACC: 0000883511-26-000006
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $629.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$629.16M
Total AUM (reported)
7.12M
Total Shares
Allocation by class
COM$629.16M100.0%
Portfolio Concentration
Top 3$118.21M18.8%
4–10$173.62M27.6%
11–25$280.57M44.6%
Rest$56.76M9.0%
Top 3 weight
18.8%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 7.12M
Sole
Full voting authority
7.12M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
Wheaton Precious Mtls
SOLEShares421.41K
TypeSH
Market value$56.35M
8.96%
Sole
421.41K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares127.24K
TypeSH
Market value$31.52M
5.01%
Sole
127.24K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares84.42K
TypeSH
Market value$30.33M
4.82%
Sole
84.42K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares99.04K
TypeSH
Market value$27.20M
4.32%
Sole
99.04K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares342.43K
TypeSH
Market value$26.08M
4.14%
Sole
342.43K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares307.83K
TypeSH
Market value$25.95M
4.12%
Sole
307.83K
Shared
0.00
None
0.00
Analog Devices
SOLEShares64.64K
TypeSH
Market value$25.64M
4.08%
Sole
64.64K
Shared
0.00
None
0.00
Aon plc
SOLEShares85.20K
TypeSH
Market value$23.58M
3.75%
Sole
85.20K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares260.17K
TypeSH
Market value$22.65M
3.60%
Sole
260.17K
Shared
0.00
None
0.00
Fastenal Co.
SOLEShares454.94K
TypeSH
Market value$22.53M
3.58%
Sole
454.94K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares100.03K
TypeSH
Market value$22.27M
3.54%
Sole
100.03K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares104.15K
TypeSH
Market value$21.59M
3.43%
Sole
104.15K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares160.55K
TypeSH
Market value$20.79M
3.30%
Sole
160.55K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares211.97K
TypeSH
Market value$20.72M
3.29%
Sole
211.97K
Shared
0.00
None
0.00
Tyler Technologies
SOLEShares64.40K
TypeSH
Market value$20.52M
3.26%
Sole
64.40K
Shared
0.00
None
0.00
Roper Technologies
SOLEShares57.33K
TypeSH
Market value$20.03M
3.18%
Sole
57.33K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares175.27K
TypeSH
Market value$19.85M
3.16%
Sole
175.27K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares1.17M
TypeSH
Market value$19.42M
3.09%
Sole
1.17M
Shared
0.00
None
0.00
Federal Signal Corp
SOLEShares174.05K
TypeSH
Market value$19.28M
3.06%
Sole
174.05K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares72.78K
TypeSH
Market value$19.03M
3.03%
Sole
72.78K
Shared
0.00
None
0.00
Xylem Inc.
SOLEShares170.31K
TypeSH
Market value$17.25M
2.74%
Sole
170.31K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares465.89K
TypeSH
Market value$17.24M
2.74%
Sole
465.89K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares71.19K
TypeSH
Market value$15.77M
2.51%
Sole
71.19K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares51.56K
TypeSH
Market value$15.61M
2.48%
Sole
51.56K
Shared
0.00
None
0.00
NexGen Energy Ltd.
SOLEShares1.23M
TypeSH
Market value$11.20M
1.78%
Sole
1.23M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 421.41K | SH | $56.35M 8.96% | 421.41K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 127.24K | SH | $31.52M 5.01% | 127.24K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 84.42K | SH | $30.33M 4.82% | 84.42K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 99.04K | SH | $27.20M 4.32% | 99.04K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 342.43K | SH | $26.08M 4.14% | 342.43K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 307.83K | SH | $25.95M 4.12% | 307.83K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 64.64K | SH | $25.64M 4.08% | 64.64K | 0.00 | 0.00 |
Aon plcSOLE | COM | 85.20K | SH | $23.58M 3.75% | 85.20K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 260.17K | SH | $22.65M 3.60% | 260.17K | 0.00 | 0.00 |
Fastenal Co.SOLE | COM | 454.94K | SH | $22.53M 3.58% | 454.94K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 100.03K | SH | $22.27M 3.54% | 100.03K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 104.15K | SH | $21.59M 3.43% | 104.15K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 160.55K | SH | $20.79M 3.30% | 160.55K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 211.97K | SH | $20.72M 3.29% | 211.97K | 0.00 | 0.00 |
Tyler TechnologiesSOLE | COM | 64.40K | SH | $20.52M 3.26% | 64.40K | 0.00 | 0.00 |
Roper TechnologiesSOLE | COM | 57.33K | SH | $20.03M 3.18% | 57.33K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 175.27K | SH | $19.85M 3.16% | 175.27K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 1.17M | SH | $19.42M 3.09% | 1.17M | 0.00 | 0.00 |
Federal Signal CorpSOLE | COM | 174.05K | SH | $19.28M 3.06% | 174.05K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 72.78K | SH | $19.03M 3.03% | 72.78K | 0.00 | 0.00 |
Xylem Inc.SOLE | COM | 170.31K | SH | $17.25M 2.74% | 170.31K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 465.89K | SH | $17.24M 2.74% | 465.89K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 71.19K | SH | $15.77M 2.51% | 71.19K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 51.56K | SH | $15.61M 2.48% | 51.56K | 0.00 | 0.00 |
NexGen Energy Ltd.SOLE | COM | 1.23M | SH | $11.20M 1.78% | 1.23M | 0.00 | 0.00 |
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