DUDLEY & SHANLEY, INC. Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$621.5M
Holdings
32
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WPMWheaton Precious Mtls | 695,665 | $77.8M | 12.52% | |
| 2 | APHAmphenol Corp. | 316,596 | $39.2M | 6.30% | |
| 3 | VVisa Inc. | 97,181 | $33.2M | 5.34% | |
| 4 | AONAon plc | 88,732 | $31.6M | 5.09% | |
| 5 | SCIService Corp. Int'l | 369,433 | $30.7M | 4.95% | |
| 6 | ADIAnalog Devices | 124,996 | $30.7M | 4.94% | |
| 7 | ECLEcolab Inc. | 104,983 | $28.8M | 4.63% | |
| 8 | ROLRollins, Inc. | 455,650 | $26.8M | 4.31% | |
| 9 | AMEAmetek Inc. | 139,786 | $26.3M | 4.23% | |
| 10 | RYANRyan Specialty Hldngs | 461,921 | $26.0M | 4.19% | |
| 11 | AWCAmer. Water Works | 169,159 | $23.5M | 3.79% | |
| 12 | SCHWCharles Schwab | 240,863 | $23.0M | 3.70% | |
| 13 | DHRDanaher Corp. | 114,941 | $22.8M | 3.67% | |
| 14 | FISVFiserv Inc. | 174,921 | $22.6M | 3.63% | |
| 15 | DCIDonaldson Co., Inc. | 270,585 | $22.1M | 3.56% | |
| 16 | DOXAmdocs Ltd. | 246,539 | $20.2M | 3.25% | |
| 17 | KRNTKornit Digital | 1,258,895 | $17.0M | 2.73% | |
| 18 | FERGFerguson Enterprises | 75,500 | $17.0M | 2.73% | |
| 19 | KAIKadant Inc. | 55,175 | $16.4M | 2.64% | |
| 20 | WSOWatsco, Inc. | 39,370 | $15.9M | 2.56% | |
| 21 | PGRProgressive Corp. | 64,255 | $15.9M | 2.55% | |
| 22 | ALSNAllison Transmission | 164,547 | $14.0M | 2.25% | |
| 23 | NXENexGen Energy Ltd. | 1,235,150 | $11.1M | 1.78% | |
| 24 | AG8Agilent Tech, Inc. | 55,200 | $7.1M | 1.14% | |
| 25 | HEIHEICO Corp. | 19,500 | $6.3M | 1.01% | |
| 26 | MSFTMicrosoft Corp. | 10,854 | $5.6M | 0.90% | |
| 27 | GNRCGenerac Holdings | 19,650 | $3.3M | 0.53% | |
| 28 | HNMOrmat Technologies | 30,200 | $2.9M | 0.47% | |
| 29 | PHOInvesco Water ETF | 32,780 | $2.4M | 0.38% | |
| 30 | ROPRoper Technologies | 2,550 | $1.3M | 0.20% | |
| 31 | OCULOcular Therapeutix | 13,000 | $151K | 0.02% | |
| 32 | STUDStallion Uranium Corp | 30,000 | $9K | 0.00% |