Dudley & Shanley, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Dudley & Shanley, Inc. reported 36 stock positions worth $581.9 million. Its top holding was Wheaton Precious Metals (WPM) at 12.9% of the portfolio, followed by Fiserv (FISV, 5.2%) and Amphenol Class A (APH, 5.1%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 8 and reduced 20. The biggest buy was Analog Devices (ADI, shares +27%) and the biggest sale Avantor (AVTR, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $581.9M (Q2 2024)
- SEC Filing
- 0000883511-24-000003 ↗ filed Jul 9, 2024
Holdings Value
Holdings 36 stocks · $581.9M
| WPM Wheaton Precious Metals Corp. | 12.87% | 1,428,163 | $74.9M | Reduce -1.9% |
| FISV Fiserv Inc. | 5.23% | 204,141 | $30.4M | Reduce -2.3% |
| APH Amphenol Corp. Class A | 5.06% | 436,670 | $29.4M | Reduce -1.9% |
| AON Aon PLC Class A | 4.97% | 98,440 | $28.9M | Reduce -2.1% |
| ADI Analog Devices Inc. | 4.81% | 122,656 | $28.0M | Add +27.3% |
| DHR Danaher Corp. | 4.69% | 109,257 | $27.3M | Reduce -2.2% |
| SCI Service Corp. International | 4.66% | 381,320 | $27.1M | Reduce -2.3% |
| RYAN Ryan Specialty Holdings Inc. | 4.60% | 462,671 | $26.8M | Reduce -2.3% |
| V Visa Inc. Class A | 4.41% | 97,686 | $25.6M | Reduce -1.6% |
| ECL Ecolab Inc. | 4.31% | 105,278 | $25.1M | Reduce -2.4% |
| WST West Pharmaceutical Services | 3.96% | 70,046 | $23.1M | Add +13.2% |
| AVTR Avantor Inc. | 3.96% | 1,086,127 | $23.0M | Reduce -2.3% |
| PGR Progressive Corp. | 3.77% | 105,695 | $22.0M | Reduce -18.9% |
| ROL Rollins Inc. | 3.64% | 433,600 | $21.2M | Reduce -2.1% |
| AME Ametek Inc. | 3.59% | 125,329 | $20.9M | Reduce -2.7% |
| AWK American Water Works Co. Inc. | 3.57% | 160,894 | $20.8M | Reduce -3.4% |
| DOX Amdocs Ltd. | 3.30% | 243,226 | $19.2M | Reduce -7.5% |
| FELE Franklin Electric Co. Inc. | 3.00% | 181,361 | $17.5M | Reduce -4.7% |
| SCHW Schwab (charles) Corp. | 2.98% | 235,483 | $17.4M | Add +24.8% |
| ALSN Allison Transmission Holding | 2.14% | 164,097 | $12.5M | Reduce -2.4% |
| WSO Watsco Inc. | 2.02% | 25,403 | $11.8M | Reduce -1.3% |
| NXE Nexgen Energy Ltd. | 1.48% | 1,236,500 | $8.6M | No change |
| BALL Ball Corp. | 1.25% | 121,480 | $7.3M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.93% | 46,900 | $5.4M | No change |
| MSFT Microsoft Corp. | 0.91% | 11,824 | $5.3M | Reduce -0.1% |
| HEI Heico Corp. | 0.75% | 19,550 | $4.4M | Add +6.3% |
| KAI Kadant Inc. | 0.55% | 10,955 | $3.2M | Add +18.7% |
| GNRC Generac Holdings Inc. | 0.54% | 23,950 | $3.2M | No change |
| KRNT Kornit Digital Ltd. | 0.52% | 207,100 | $3.0M | Add +35.0% |
| ENPH Enphase Energy Inc. | 0.45% | 26,030 | $2.6M | Add +18.9% |
| ORA Ormat Technologies Inc. | 0.38% | 30,900 | $2.2M | Reduce -15.1% |
| PHO Invesco Water Resources ETF | 0.37% | 32,780 | $2.1M | No change |
| ROP Roper Technologies Inc. | 0.25% | 2,550 | $1.4M | No change |
| DCI Donaldson Co. Inc. | 0.06% | 5,150 | $369K | Add +37.3% |
| OCUL Ocular Therapeutix Inc. | 0.02% | 16,200 | $111K | New |
| SASKF Atha Energy Corp. | 0.00% | 19,000 | $9K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AVTR Avantor Inc. | Reduce -2.3% | 3.96% | −0.84 |
| PGR Progressive Corp. | Reduce -18.9% | 3.77% | −0.78 |
| DOX Amdocs Ltd. | Reduce -7.5% | 3.30% | −0.71 |
| AON Aon PLC Class A | Reduce -2.1% | 4.97% | −0.69 |
| FELE Franklin Electric Co. Inc. | Reduce -4.7% | 3.00% | −0.43 |
| FISV Fiserv Inc. | Reduce -2.3% | 5.23% | −0.41 |
| AME Ametek Inc. | Reduce -2.7% | 3.59% | −0.38 |
| V Visa Inc. Class A | Reduce -1.6% | 4.41% | −0.27 |
| SCI Service Corp. International | Reduce -2.3% | 4.66% | −0.23 |
| ALSN Allison Transmission Holding | Reduce -2.4% | 2.14% | −0.16 |
| IRDM Iridium Communications Inc. | Sold out | 0.00% | −0.06 |
| ORA Ormat Technologies Inc. | Reduce -15.1% | 0.38% | −0.03 |
| DHR Danaher Corp. | Reduce -2.2% | 4.69% | −0.02 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.91% | +0.07 |
| ECL Ecolab Inc. | Reduce -2.4% | 4.31% | +0.10 |
| AWK American Water Works Co. Inc. | Reduce -3.4% | 3.57% | +0.14 |
| WSO Watsco Inc. | Reduce -1.3% | 2.02% | +0.15 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -2.3% | 4.60% | +0.17 |
| ROL Rollins Inc. | Reduce -2.1% | 3.64% | +0.18 |
| APH Amphenol Corp. Class A | Reduce -1.9% | 5.06% | +0.73 |
| WPM Wheaton Precious Metals Corp. | Reduce -1.9% | 12.87% | +1.28 |
Portfolio Buys Q1 2024 → Q2 2024
| ADI Analog Devices Inc. | Add +27.3% | 4.81% | +1.60 |
| SCHW Schwab (charles) Corp. | Add +24.8% | 2.98% | +0.68 |
| HEI Heico Corp. | Add +6.3% | 0.75% | +0.16 |
| KRNT Kornit Digital Ltd. | Add +35.0% | 0.52% | +0.05 |
| KAI Kadant Inc. | Add +18.7% | 0.55% | +0.04 |
| OCUL Ocular Therapeutix Inc. | New | 0.02% | +0.02 |
| DCI Donaldson Co. Inc. | Add +37.3% | 0.06% | +0.02 |
| ENPH Enphase Energy Inc. | Add +18.9% | 0.45% | −0.00 |
| WST West Pharmaceutical Services | Add +13.2% | 3.96% | −0.17 |
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 |