Dudley & Shanley, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Dudley & Shanley, Inc. reported 36 stock positions worth $592.6 million. Its top holding was Wheaton Precious Metals (WPM) at 11.6% of the portfolio, followed by Aon Class A (AON, 5.7%) and Fiserv (FISV, 5.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 19 and reduced 8. The biggest buy was a new position in Schwab (charles) (SCHW) and the biggest sale Iridium Communications (IRDM, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $592.6M (Q1 2024)
- SEC Filing
- 0000883511-24-000002 ↗ filed Apr 19, 2024
Holdings Value
Holdings 36 stocks · $592.6M
| WPM Wheaton Precious Metals Corp. | 11.58% | 1,456,465 | $68.6M | Add +1.5% |
| AON Aon PLC Class A | 5.66% | 100,528 | $33.5M | Reduce -7.1% |
| FISV Fiserv Inc. | 5.63% | 208,921 | $33.4M | Reduce -14.5% |
| SCI Service Corp. International | 4.89% | 390,278 | $29.0M | Reduce -0.0% |
| AVTR Avantor Inc. | 4.80% | 1,111,355 | $28.4M | Add +1.1% |
| DHR Danaher Corp. | 4.71% | 111,719 | $27.9M | Add +0.9% |
| V Visa Inc. Class A | 4.67% | 99,225 | $27.7M | Reduce -0.8% |
| PGR Progressive Corp. | 4.55% | 130,315 | $27.0M | Reduce -38.4% |
| RYAN Ryan Specialty Holdings Inc. | 4.44% | 473,600 | $26.3M | Add +1.2% |
| APH Amphenol Corp. Class A | 4.33% | 222,455 | $25.7M | Add +1.0% |
| ECL Ecolab Inc. | 4.20% | 107,827 | $24.9M | Add +1.5% |
| WST West Pharmaceutical Services | 4.13% | 61,886 | $24.5M | Add +1.4% |
| DOX Amdocs Ltd. | 4.01% | 263,050 | $23.8M | Add +1.0% |
| AME Ametek Inc. | 3.97% | 128,764 | $23.6M | Add +0.9% |
| ROL Rollins Inc. | 3.46% | 443,135 | $20.5M | Add +1.6% |
| AWK American Water Works Co. Inc. | 3.43% | 166,490 | $20.3M | Add +2.5% |
| FELE Franklin Electric Co. Inc. | 3.43% | 190,230 | $20.3M | Add +1.1% |
| ADI Analog Devices Inc. | 3.22% | 96,360 | $19.1M | Add +32.3% |
| SCHW Schwab (charles) Corp. | 2.30% | 188,695 | $13.7M | New |
| ALSN Allison Transmission Holding | 2.30% | 168,145 | $13.6M | Reduce -29.1% |
| WSO Watsco Inc. | 1.88% | 25,730 | $11.1M | Add +2.0% |
| NXE Nexgen Energy Ltd. | 1.62% | 1,236,500 | $9.6M | No change |
| BALL Ball Corp. | 1.38% | 121,480 | $8.2M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.91% | 46,900 | $5.4M | No change |
| MSFT Microsoft Corp. | 0.84% | 11,834 | $5.0M | Reduce -7.8% |
| HEI Heico Corp. | 0.59% | 18,400 | $3.5M | Add +24.0% |
| KAI Kadant Inc. | 0.51% | 9,230 | $3.0M | Add +38.0% |
| GNRC Generac Holdings Inc. | 0.51% | 23,950 | $3.0M | No change |
| KRNT Kornit Digital Ltd. | 0.47% | 153,400 | $2.8M | Add +47.2% |
| ENPH Enphase Energy Inc. | 0.45% | 21,900 | $2.6M | Add +43.1% |
| ORA Ormat Technologies Inc. | 0.41% | 36,400 | $2.4M | Add +300.0% |
| PHO Invesco Water Resources ETF | 0.37% | 32,780 | $2.2M | No change |
| ROP Roper Technologies Inc. | 0.24% | 2,550 | $1.4M | No change |
| IRDM Iridium Communications Inc. | 0.06% | 14,000 | $366K | Reduce -97.3% |
| DCI Donaldson Co. Inc. | 0.05% | 3,750 | $280K | New |
| SASKF Atha Energy Corp. | 0.00% | 19,000 | $12K | New |
Portfolio Sells Q4 2023 → Q1 2024
| IRDM Iridium Communications Inc. | Reduce -97.3% | 0.06% | −3.76 |
| PGR Progressive Corp. | Reduce -38.4% | 4.55% | −1.46 |
| ALSN Allison Transmission Holding | Reduce -29.1% | 2.30% | −0.16 |
| FISV Fiserv Inc. | Reduce -14.5% | 5.63% | −0.15 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -7.8% | 0.84% | −0.02 |
| V Visa Inc. Class A | Reduce -0.8% | 4.67% | +0.03 |
| AON Aon PLC Class A | Reduce -7.1% | 5.66% | +0.05 |
| SCI Service Corp. International | Reduce -0.0% | 4.89% | +0.12 |
Portfolio Buys Q4 2023 → Q1 2024
| SCHW Schwab (charles) Corp. | New | 2.30% | +2.30 |
| RYAN Ryan Specialty Holdings Inc. | Add +1.2% | 4.44% | +0.85 |
| ADI Analog Devices Inc. | Add +32.3% | 3.22% | +0.64 |
| ECL Ecolab Inc. | Add +1.5% | 4.20% | +0.45 |
| APH Amphenol Corp. Class A | Add +1.0% | 4.33% | +0.44 |
| AVTR Avantor Inc. | Add +1.1% | 4.80% | +0.32 |
| WST West Pharmaceutical Services | Add +1.4% | 4.13% | +0.30 |
| ORA Ormat Technologies Inc. | Add +300.0% | 0.41% | +0.28 |
| AME Ametek Inc. | Add +0.9% | 3.97% | +0.22 |
| FELE Franklin Electric Co. Inc. | Add +1.1% | 3.43% | +0.19 |
| KAI Kadant Inc. | Add +38.0% | 0.51% | +0.18 |
| DHR Danaher Corp. | Add +0.9% | 4.71% | +0.14 |
| HEI Heico Corp. | Add +24.0% | 0.59% | +0.12 |
| KRNT Kornit Digital Ltd. | Add +47.2% | 0.47% | +0.11 |
| ENPH Enphase Energy Inc. | Add +43.1% | 0.45% | +0.09 |
| ROL Rollins Inc. | Add +1.6% | 3.46% | +0.06 |
| DCI Donaldson Co. Inc. | New | 0.05% | +0.05 |
| SASKF Atha Energy Corp. | New | 0.00% | +0.00 |
| WSO Watsco Inc. | Add +2.0% | 1.88% | −0.05 |
| DOX Amdocs Ltd. | Add +1.0% | 4.01% | −0.07 |
| AWK American Water Works Co. Inc. | Add +2.5% | 3.43% | −0.39 |
| WPM Wheaton Precious Metals Corp. | Add +1.5% | 11.58% | −1.03 |
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 |