Dudley & Shanley, Inc.
Net buyer this quarter
$662M
36
+$27.4M
49.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WPM | $51.1M | 7.71% | 0.10% | -1.0% | Q2 2020 |
 APH | $41.3M | 6.24% | 0.02% | -4.6% | Q1 2022 |
 AME | $33.8M | 5.10% | 0.06% | 0.0% | Q1 2018 |
 V | $33.3M | 5.02% | 0.01% | -0.2% | Q1 2018 |
 WSO | $32.5M | 4.91% | Not reported | +40.1% | Q1 2015 |
 AON | $29.5M | 4.45% | 0.04% | 0.0% | Q3 2013 |
 ECL | $29.2M | 4.40% | 0.04% | -0.3% | Q2 2013 |
 SCI | $27.9M | 4.22% | 0.27% | 0.0% | Q1 2015 |
 ADI | $26.7M | 4.03% | 0.01% | -29.4% | Q3 2016 |
 FERG | $24.7M | 3.73% | 0.05% | +0.1% | Q4 2024 |
 DCI | $24.4M | 3.69% | 0.23% | +0.7% | Q1 2024 |
 KAI | $23.8M | 3.59% | 0.64% | Not reported | Q1 2022 |
 FAST | $22.7M | 3.43% | 0.04% | +160.7% | Q2 2013 |
 AWK | $22.3M | 3.36% | 0.09% | +0.2% | Q1 2023 |
 SCHW | $22.2M | 3.36% | 0.01% | Not reported | Q1 2024 |
 FSS | $21.8M | 3.28% | 0.28% | +169.9% | Q1 2026 |
 XYL | $21.4M | 3.23% | 0.08% | +124.0% | Q2 2013 |
 ROL | $20.7M | 3.12% | 0.10% | +8.8% | Q2 2023 |
 KRNT | $20.4M | 3.08% | 2.71% | +0.1% | Q4 2022 |
 ALSN | $18.6M | 2.81% | 0.20% | +0.3% | Q1 2022 |
 RYAN | $17.6M | 2.65% | 0.42% | -3.1% | Q1 2022 |
 PGR | $14.5M | 2.19% | 0.01% | Not reported | Q2 2020 |
 DHR | $14.1M | 2.13% | 0.01% | -35.6% | Q2 2020 |
 NXE | $11.5M | 1.74% | 0.19% | +0.1% | Q1 2015 |
 BMI | $9.35M | 1.41% | 0.22% | -48.4% | Q4 2025 |
 A | $9.23M | 1.39% | 0.02% | +25.9% | Q3 2024 |
 WAT | $8.85M | 1.34% | 0.02% | +101.3% | Q2 2013 |
 HEI | $6.95M | 1.05% | 0.04% | Not reported | Q1 2022 |
 FISV | $5.42M | 0.82% | 0.02% | -23.2% | Q2 2013 |
 GNRC | $4.73M | 0.71% | 0.03% | -17.8% | Q4 2022 |
 PFE | $3.97M | 0.60% | 0.00% | Not reported | Q1 2022 |
 MSFT | $3.94M | 0.60% | 0.00% | Not reported | Q2 2013 |
 ORA | $2.84M | 0.43% | 0.04% | -6.8% | Q1 2018 |
 ROP | $677K | 0.10% | 0.00% | Not reported | Q1 2018 |
| VNOM | $326K | 0.05% | Not reported | Not reported | Q4 2025 |
| STLNF | $25.4K | 0.00% | Not reported | Not reported | Q3 2025 |
| Q1 2026 | |||||
| WPM | $60.2M | 9.85% | 0.10% | -31.3% | Q2 2020 |
| APH | $31.1M | 5.08% | 0.02% | -13.1% | Q1 2022 |
| SCI | $30.3M | 4.96% | 0.27% | Not reported | Q1 2015 |
| ADI | $30.3M | 4.95% | 0.02% | -23.9% | Q3 2016 |
| AME | $30M | 4.90% | 0.06% | 0.0% | Q1 2018 |
| V | $29.4M | 4.80% | 0.01% | -0.1% | Q1 2018 |
| AON | $28.7M | 4.69% | 0.04% | Not reported | Q3 2013 |
| ECL | $27.9M | 4.57% | 0.04% | -0.1% | Q2 2013 |
| ROL | $24.3M | 3.98% | 0.09% | Not reported | Q2 2023 |
| FERG | $24.3M | 3.98% | 0.05% | Not reported | Q4 2024 |
| AWK | $23M | 3.76% | 0.09% | Not reported | Q1 2023 |
| DCI | $22.9M | 3.75% | 0.23% | Not reported | Q1 2024 |
| SCHW | $22.6M | 3.70% | 0.01% | Not reported | Q1 2024 |
| KAI | $22.1M | 3.62% | 0.64% | +37.4% | Q1 2022 |
| DHR | $21.8M | 3.56% | 0.02% | Not reported | Q2 2020 |
| WSO | $20.3M | 3.31% | Not reported | Not reported | Q1 2015 |
| ALSN | $19.3M | 3.15% | 0.20% | Not reported | Q1 2022 |
| BMI | $18.6M | 3.04% | 0.42% | +47.7% | Q4 2025 |
| KRNT | $18.4M | 3.01% | 2.71% | +39.1% | Q4 2022 |
| RYAN | $16.2M | 2.65% | 0.44% | +0.5% | Q1 2022 |
| NXE | $14.2M | 2.32% | 0.19% | -0.9% | Q1 2015 |
| PGR | $13.1M | 2.15% | 0.01% | Not reported | Q2 2020 |
| XYL | $9.66M | 1.58% | 0.03% | Not reported | Q2 2013 |
| FAST | $8.41M | 1.38% | 0.02% | +2435.0% | Q2 2013 |
| FISV | $8.03M | 1.31% | 0.03% | Not reported | Q2 2013 |
| FSS | $6.78M | 1.11% | 0.10% | New | Q1 2026 |
| A | $6.29M | 1.03% | 0.02% | Not reported | Q3 2024 |
| HEI | $5.35M | 0.87% | 0.04% | Not reported | Q1 2022 |
| MSFT | $3.91M | 0.64% | 0.00% | Not reported | Q2 2013 |
| GNRC | $3.84M | 0.63% | 0.03% | Not reported | Q4 2022 |
| WAT | $3.49M | 0.57% | 0.01% | Not reported | Q2 2013 |
| ORA | $3.13M | 0.51% | 0.05% | Not reported | Q1 2018 |
| ROP | $708K | 0.12% | 0.00% | -88.5% | Q1 2018 |
| VNOM | $362K | 0.06% | Not reported | Not reported | Q4 2025 |
| STLNF | $60.6K | 0.01% | Not reported | +111.8% | Q3 2025 |
| Q4 2025 | |||||
| WPM | $78.6M | 12.63% | 0.15% | -3.9% | Q2 2020 |
| APH | $38.2M | 6.14% | 0.02% | -10.6% | Q1 2022 |
| V | $34.1M | 5.48% | 0.01% | 0.0% | Q1 2018 |
| ADI | $33.9M | 5.45% | 0.03% | 0.0% | Q3 2016 |
| AON | $31.3M | 5.04% | 0.04% | +0.1% | Q3 2013 |
| AME | $28.7M | 4.61% | 0.06% | 0.0% | Q1 2018 |
| SCI | $28.7M | 4.61% | 0.26% | -0.5% | Q1 2015 |
| ECL | $27.6M | 4.43% | 0.04% | +0.1% | Q2 2013 |
| ROL | $27.4M | 4.40% | 0.09% | 0.0% | Q2 2023 |
| DHR | $26.3M | 4.23% | 0.02% | -0.1% | Q2 2020 |
| RYAN | $24.7M | 3.96% | 0.43% | +3.4% | Q1 2022 |
| SCHW | $24.1M | 3.87% | 0.01% | 0.0% | Q1 2024 |
| DCI | $24M | 3.85% | 0.23% | -0.1% | Q1 2024 |
| FERG | $23.2M | 3.73% | 0.05% | +38.0% | Q4 2024 |
| AWK | $22.1M | 3.55% | 0.09% | -0.1% | Q1 2023 |
| WSO | $18.8M | 3.02% | Not reported | +41.5% | Q1 2015 |
| ALSN | $16.1M | 2.59% | 0.20% | 0.0% | Q1 2022 |
| KAI | $15.7M | 2.52% | 0.47% | -0.1% | Q1 2022 |
| PGR | $15.1M | 2.43% | 0.01% | +3.2% | Q2 2020 |
| BMI | $14.4M | 2.32% | 0.22% | New | Q4 2025 |
| KRNT | $13M | 2.08% | 1.95% | -28.4% | Q4 2022 |
| NXE | $11.4M | 1.83% | 0.19% | Not reported | Q1 2015 |
| FISV | $9.67M | 1.55% | 0.03% | -17.7% | Q2 2013 |
| ROP | $7.77M | 1.25% | 0.02% | +584.5% | Q1 2018 |
| A | $7.51M | 1.21% | 0.02% | Not reported | Q3 2024 |
| HEI | $6.31M | 1.01% | 0.04% | Not reported | Q1 2022 |
| MSFT | $5.11M | 0.82% | 0.00% | -2.6% | Q2 2013 |
| ORA | $3.09M | 0.50% | 0.05% | -7.3% | Q1 2018 |
| GNRC | $2.68M | 0.43% | 0.03% | Not reported | Q4 2022 |
| VNOM | $297K | 0.05% | Not reported | New | Q4 2025 |
| FAST | $287K | 0.05% | 0.00% | Not reported | Q2 2013 |
| STLNF | $20.2K | 0.00% | Not reported | +183.3% | Q3 2025 |
| Q3 2025 | |||||
| WPM | $77.8M | 12.52% | 0.15% | -8.9% | Q2 2020 |
| APH | $39.2M | 6.30% | 0.03% | -26.0% | Q1 2022 |
| V | $33.2M | 5.34% | 0.01% | 0.0% | Q1 2018 |
| AON | $31.6M | 5.09% | 0.04% | +0.1% | Q3 2013 |
| SCI | $30.7M | 4.95% | 0.26% | +0.1% | Q1 2015 |
| ADI | $30.7M | 4.94% | 0.03% | +1.6% | Q3 2016 |
| ECL | $28.8M | 4.63% | 0.04% | Not reported | Q2 2013 |
| ROL | $26.8M | 4.31% | 0.09% | -0.3% | Q2 2023 |
| AME | $26.3M | 4.23% | 0.06% | +0.1% | Q1 2018 |
| RYAN | $26M | 4.19% | 0.42% | 0.0% | Q1 2022 |
| AWK | $23.5M | 3.79% | 0.09% | +4.9% | Q1 2023 |
| SCHW | $23M | 3.70% | 0.01% | 0.0% | Q1 2024 |
| DHR | $22.8M | 3.67% | 0.02% | +4.9% | Q2 2020 |
| FISV | $22.6M | 3.63% | 0.03% | +3.3% | Q2 2013 |
| DCI | $22.1M | 3.56% | 0.23% | +29.4% | Q1 2024 |
 DOX | $20.2M | 3.25% | 0.23% | +0.3% | Q4 2022 |
| KRNT | $17M | 2.73% | 2.73% | +97.5% | Q4 2022 |
| FERG | $17M | 2.73% | 0.04% | Not reported | Q4 2024 |
| KAI | $16.4M | 2.64% | 0.47% | Not reported | Q1 2022 |
| WSO | $15.9M | 2.56% | Not reported | -1.2% | Q1 2015 |
| PGR | $15.9M | 2.55% | 0.01% | Not reported | Q2 2020 |
| ALSN | $14M | 2.25% | 0.20% | Not reported | Q1 2022 |
| NXE | $11.1M | 1.78% | 0.22% | -0.2% | Q1 2015 |
| A | $7.08M | 1.14% | 0.02% | Not reported | Q3 2024 |
| HEI | $6.29M | 1.01% | 0.04% | -0.3% | Q1 2022 |
| MSFT | $5.62M | 0.90% | 0.00% | Not reported | Q2 2013 |
| GNRC | $3.29M | 0.53% | 0.03% | Not reported | Q4 2022 |
| ORA | $2.91M | 0.47% | 0.05% | +0.7% | Q1 2018 |
| ROP | $1.27M | 0.20% | 0.00% | Not reported | Q1 2018 |
 OCUL | $152K | 0.02% | 0.01% | -20.7% | Q2 2024 |
| STLNF | $9.6K | 0.00% | Not reported | New | Q3 2025 |