DUDLEY & SHANLEY, INC. Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$636.8M
Holdings
36
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WPMWheaton Precious Mtls | 763,475 | $68.6M | 10.77% | |
| 2 | APHAmphenol Corp. | 428,000 | $42.3M | 6.64% | |
| 3 | VVisa Inc. | 97,211 | $34.5M | 5.42% | |
| 4 | AONAon plc | 88,632 | $31.6M | 4.97% | |
| 5 | RYANRyan Specialty Hldngs | 462,071 | $31.4M | 4.93% | |
| 6 | SCIService Corp. Int'l | 369,033 | $30.0M | 4.72% | |
| 7 | ADIAnalog Devices | 122,976 | $29.3M | 4.60% | |
| 8 | FISVFiserv Inc. | 169,344 | $29.2M | 4.58% | |
| 9 | ECLEcolab Inc. | 104,983 | $28.3M | 4.44% | |
| 10 | ROLRollins, Inc. | 456,900 | $25.8M | 4.05% | |
| 11 | AMEAmetek Inc. | 139,686 | $25.3M | 3.97% | |
| 12 | AWCAmer. Water Works | 161,304 | $22.4M | 3.52% | |
| 13 | DOXAmdocs Ltd. | 245,901 | $22.4M | 3.52% | |
| 14 | SCHWCharles Schwab | 240,963 | $22.0M | 3.45% | |
| 15 | DHRDanaher Corp. | 109,552 | $21.6M | 3.40% | |
| 16 | WSOWatsco, Inc. | 39,833 | $17.6M | 2.76% | |
| 17 | KAIKadant Inc. | 55,175 | $17.5M | 2.75% | |
| 18 | PGRProgressive Corp. | 64,255 | $17.1M | 2.69% | |
| 19 | FERGFerguson Enterprises | 75,500 | $16.4M | 2.58% | |
| 20 | ALSNAllison Transmission | 164,547 | $15.6M | 2.45% | |
| 21 | FELEFranklin Elec. Co., Inc. | 173,991 | $15.6M | 2.45% | |
| 22 | DCIDonaldson Co., Inc. | 209,185 | $14.5M | 2.28% | |
| 23 | KRNTKornit Digital | 637,300 | $12.7M | 1.99% | |
| 24 | NXENexGen Energy Ltd. | 1,237,000 | $8.6M | 1.35% | |
| 25 | GRIDFirst Trust Cln Edge | 46,900 | $6.5M | 1.02% | |
| 26 | AG8Agilent Tech, Inc. | 55,200 | $6.5M | 1.02% | |
| 27 | HEIHEICO Corp. | 19,550 | $6.4M | 1.01% | |
| 28 | MSFTMicrosoft Corp. | 10,854 | $5.4M | 0.85% | |
| 29 | GNRCGenerac Holdings | 19,650 | $2.8M | 0.44% | |
| 30 | HNMOrmat Technologies | 30,000 | $2.5M | 0.39% | |
| 31 | PHOInvesco Water ETF | 32,780 | $2.3M | 0.36% | |
| 32 | AVTRAvantor Inc. | 131,000 | $1.8M | 0.28% | |
| 33 | ROPRoper Technologies | 2,550 | $1.4M | 0.23% | |
| 34 | ENPHEnphase Energy, Inc. | 13,600 | $539K | 0.08% | |
| 35 | OCULOcular Therapeutix | 16,400 | $152K | 0.02% | |
| 36 | SASKATHA Energy Corp. | 19,000 | $8K | 0.00% |