Dudley & Shanley, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Dudley & Shanley, Inc. reported 37 stock positions worth $662.3 million. Its top holding was Wheaton Precious Metals (WPM) at 7.7% of the portfolio, followed by Amphenol Class A (APH, 6.2%) and Ametek (AME, 5.1%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 15 and reduced 12. The biggest buy was Federal Signal (FSS, shares +170%) and the biggest sale Wheaton Precious Metals (WPM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $662.3M (Q2 2026)
- SEC Filing
- 0000883511-26-000003 ↗ filed Jul 9, 2026
Holdings Value
Holdings 37 stocks · $662.3M
| WPM Wheaton Precious Metals Corp. | 7.71% | 454,640 | $51.1M | Reduce -1.0% |
| APH Amphenol Corp. Class A | 6.24% | 234,451 | $41.3M | Reduce -4.6% |
| AME Ametek Inc. | 5.10% | 139,731 | $33.8M | Reduce -0.0% |
| V Visa Inc. Class A | 5.02% | 96,971 | $33.3M | Reduce -0.2% |
| WSO Watsco Inc. | 4.91% | 78,012 | $32.5M | Add +40.1% |
| AON Aon PLC Class A | 4.45% | 88,807 | $29.5M | Add +0.0% |
| ECL Ecolab Inc. | 4.40% | 104,693 | $29.2M | Reduce -0.3% |
| SCI Service Corp. International | 4.22% | 367,783 | $27.9M | Add +0.0% |
| ADI Analog Devices Inc. | 4.03% | 67,200 | $26.7M | Reduce -29.4% |
| FERG Ferguson Enterprises Inc. | 3.73% | 104,225 | $24.7M | Add +0.1% |
| DCI Donaldson Co. Inc. | 3.69% | 272,330 | $24.4M | Add +0.7% |
| KAI Kadant Inc. | 3.59% | 75,735 | $23.8M | No change |
| FAST Fastenal Co. | 3.43% | 472,440 | $22.7M | Add +160.7% |
| AWK American Water Works Co. Inc. | 3.36% | 169,344 | $22.3M | Add +0.2% |
| SCHW Schwab (charles) Corp. | 3.36% | 240,933 | $22.2M | No change |
| FSS Federal Signal Corp. | 3.28% | 169,285 | $21.8M | Add +169.9% |
| XYL Xylem Inc. | 3.23% | 181,050 | $21.4M | Add +124.0% |
| ROL Rollins Inc. | 3.12% | 495,655 | $20.7M | Add +8.8% |
| KRNT Kornit Digital Ltd. | 3.08% | 1,255,265 | $20.4M | Add +0.1% |
| ALSN Allison Transmission Holding | 2.81% | 165,037 | $18.6M | Add +0.3% |
| RYAN Ryan Specialty Holdings Inc. | 2.65% | 465,146 | $17.6M | Reduce -3.1% |
| PGR Progressive Corp. | 2.19% | 66,280 | $14.5M | No change |
| DHR Danaher Corp. | 2.13% | 74,024 | $14.1M | Reduce -35.6% |
| NXE Nexgen Energy Ltd. | 1.74% | 1,225,500 | $11.5M | Add +0.1% |
| BMI Badger Meter Inc. | 1.41% | 63,000 | $9.3M | Reduce -48.4% |
| A Agilent Technologies Inc. | 1.39% | 69,500 | $9.2M | Add +25.9% |
| WAT Waters Corp. | 1.34% | 23,590 | $8.8M | Add +101.3% |
| HEI Heico Corp. | 1.05% | 19,500 | $6.9M | No change |
| FISV Fiserv Inc. | 0.82% | 110,558 | $5.4M | Reduce -23.2% |
| GNRC Generac Holdings Inc. | 0.71% | 16,150 | $4.7M | Reduce -17.8% |
| PFE Pfizer Inc. | 0.60% | 165,000 | $4.0M | New |
| MSFT Microsoft Corp. | 0.60% | 10,569 | $3.9M | No change |
| ORA Ormat Technologies Inc. | 0.43% | 26,100 | $2.8M | Reduce -6.8% |
| ROP Roper Technologies Inc. | 0.10% | 2,000 | $677K | No change |
| VNOM Viper Energy Inc. Class A | 0.05% | 7,700 | $326K | No change |
| SASKF Atha Energy Corp. | 0.01% | 74,500 | $52K | No change |
| STLNF Stallion Uranium Corp. | 0.00% | 180,000 | $25K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| WPM Wheaton Precious Metals Corp. | Reduce -1.0% | 7.71% | −2.14 |
| BMI Badger Meter Inc. | Reduce -48.4% | 1.41% | −1.63 |
| DHR Danaher Corp. | Reduce -35.6% | 2.13% | −1.43 |
| ADI Analog Devices Inc. | Reduce -29.4% | 4.03% | −0.92 |
| FISV Fiserv Inc. | Reduce -23.2% | 0.82% | −0.50 |
| PHO Invesco Water Resources ETF | Sold out | 0.00% | −0.36 |
| ECL Ecolab Inc. | Reduce -0.3% | 4.40% | −0.17 |
| ORA Ormat Technologies Inc. | Reduce -6.8% | 0.43% | −0.08 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -3.1% | 2.65% | +0.00 |
| GNRC Generac Holdings Inc. | Reduce -17.8% | 0.71% | +0.09 |
| AME Ametek Inc. | Reduce -0.0% | 5.10% | +0.20 |
| V Visa Inc. Class A | Reduce -0.2% | 5.02% | +0.22 |
| APH Amphenol Corp. Class A | Reduce -4.6% | 6.24% | +1.16 |
Portfolio Buys Q1 2026 → Q2 2026
| FSS Federal Signal Corp. | Add +169.9% | 3.28% | +2.17 |
| FAST Fastenal Co. | Add +160.7% | 3.43% | +2.05 |
| XYL Xylem Inc. | Add +124.0% | 3.23% | +1.65 |
| WSO Watsco Inc. | Add +40.1% | 4.91% | +1.59 |
| WAT Waters Corp. | Add +101.3% | 1.34% | +0.76 |
| PFE Pfizer Inc. | New | 0.60% | +0.60 |
| A Agilent Technologies Inc. | Add +25.9% | 1.39% | +0.36 |
| KRNT Kornit Digital Ltd. | Add +0.1% | 3.08% | +0.07 |
| DCI Donaldson Co. Inc. | Add +0.7% | 3.69% | −0.06 |
| FERG Ferguson Enterprises Inc. | Add +0.1% | 3.73% | −0.24 |
| AON Aon PLC Class A | Add +0.0% | 4.45% | −0.24 |
| ALSN Allison Transmission Holding | Add +0.3% | 2.81% | −0.34 |
| AWK American Water Works Co. Inc. | Add +0.2% | 3.36% | −0.40 |
| NXE Nexgen Energy Ltd. | Add +0.1% | 1.74% | −0.59 |
| SCI Service Corp. International | Add +0.0% | 4.22% | −0.74 |
| ROL Rollins Inc. | Add +8.8% | 3.12% | −0.86 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $662.3M | WPM, APH, AME, V, WSO |
| Q1 2026 | 37 | $611.2M | WPM, APH, SCI, ADI, AME |
| Q4 2025 | 33 | $622.2M | WPM, APH, V, ADI, AON |
| Q3 2025 | 32 | $621.5M | WPM, APH, V, AON, SCI |
| Q2 2025 | 36 | $636.8M | WPM, APH, V, AON, RYAN |
| Q1 2025 | 36 | $635.1M | WPM, AON, FISV, RYAN, V |
| Q4 2024 | 37 | $647.6M | WPM, FISV, AON, V, APH |
| Q3 2024 | 36 | $639.7M | WPM, FISV, AON, RYAN, DHR |
| Q2 2024 | 36 | $581.9M | WPM, FISV, APH, AON, ADI |
| Q1 2024 | 36 | $592.6M | WPM, AON, FISV, SCI, AVTR |