DUDLEY & SHANLEY, INC.
37 holdingsFiling period: 2026-03-31Current AUM: $629.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Mtls | 459.4K | $60.2M | $50.1M | 7.96% | -209,220 | 2026-03-31 |
| 2 | APH | Amphenol Corp. | 245.8K | $31.1M | $39.5M | 6.28% | -37,160 | 2026-03-31 |
| 3 | SCI | Service Corp. Int'l | 367.6K | $30.3M | $31.7M | 5.03% | -- | 2026-03-31 |
| 4 | ADI | Analog Devices | 95.1K | $30.3M | $34.9M | 5.55% | -29,900 | 2026-03-31 |
| 5 | AME | Ametek Inc. | 139.7K | $30.0M | $33.8M | 5.37% | -50 | 2026-03-31 |
| 6 | V | Visa Inc. | 97.2K | $29.4M | $35.6M | 5.65% | -50 | 2026-03-31 |
| 7 | — | Aon plc | 88.8K | $28.7M | $28.7M | 4.55% | -- | 2026-03-31 |
| 8 | ECL | Ecolab Inc. | 105.0K | $27.9M | $29.2M | 4.63% | -50 | 2026-03-31 |
| 9 | ROL | Rollins, Inc. | 455.7K | $24.3M | $17.3M | 2.75% | -- | 2026-03-31 |
| 10 | FERG | Ferguson Enterprises | 104.2K | $24.3M | $24.4M | 3.88% | -- | 2026-03-31 |
| 11 | AWK | Amer. Water Works | 169.0K | $23.0M | $22.7M | 3.60% | -- | 2026-03-31 |
| 12 | DCI | Donaldson Co., Inc. | 270.4K | $22.9M | $25.5M | 4.05% | -- | 2026-03-31 |
| 13 | SCHW | Charles Schwab | 240.9K | $22.6M | $25.4M | 4.03% | -- | 2026-03-31 |
| 14 | KAI | Kadant Inc. | 75.7K | $22.1M | $23.3M | 3.70% | +20.6K | 2026-03-31 |
| 15 | DHR | Danaher Corp. | 114.9K | $21.8M | $22.4M | 3.56% | -- | 2026-03-31 |
| 16 | WSO | Watsco, Inc. | 55.7K | $20.3M | $17.2M | 2.74% | -- | 2026-03-31 |
| 17 | ALSN | Allison Transmission | 164.6K | $19.3M | $18.9M | 3.00% | -- | 2026-03-31 |
| 18 | BMI | Badger Meter Inc | 122.2K | $18.6M | $16.4M | 2.61% | +39.5K | 2026-03-31 |
| 19 | — | Kornit Digital | 1.25M | $18.4M | $18.4M | 2.92% | +352.7K | 2026-03-31 |
| 20 | RYAN | Ryan Specialty Hldngs | 480.0K | $16.2M | $21.2M | 3.37% | +2.4K | 2026-03-31 |
| 21 | NXE | NexGen Energy Ltd. | 1.22M | $14.2M | $11.2M | 1.78% | -10,650 | 2026-03-31 |
| 22 | PGR | Progressive Corp. | 66.3K | $13.1M | $14.0M | 2.23% | -- | 2026-03-31 |
| 23 | XYL | Xylem Inc. | 80.8K | $9.7M | $9.5M | 1.50% | -- | 2026-03-31 |
| 24 | FAST | Fastenal Co. | 181.3K | $8.4M | $8.6M | 1.37% | +174.1K | 2026-03-31 |
| 25 | FISV | Fiserv Inc. | 143.9K | $8.0M | $7.8M | 1.23% | -- | 2026-03-31 |
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