Dudley & Shanley, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 3, 2025), Dudley & Shanley, Inc. reported 37 stock positions worth $647.6 million. Its top holding was Wheaton Precious Metals (WPM) at 10.2% of the portfolio, followed by Fiserv (FISV, 5.6%) and Aon Class A (AON, 5.2%). Compared with Q3 2024, it opened 1 new position, added to 4 and reduced 14. The biggest buy was a new position in Ferguson Enterprises (FERG) and the biggest sale Wheaton Precious Metals (WPM, shares −7%).

Most Recent 13F
Q2 2026
Location
PALM BEACH, FL
CIK
0000883511
Portfolio Value
$647.6M (Q4 2024)
SEC Filing
0000883511-25-000001 ↗ filed Jan 3, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $592.6M Q1 2024 Q2 2024: $581.9M Q2 2024 Q3 2024: $639.7M Q3 2024 Q4 2024: $647.6M $647.6M Q4 2024 Q1 2025: $635.1M Q1 2025 Q2 2025: $636.8M Q2 2025 Q3 2025: $621.5M Q3 2025 Q4 2025: $622.2M Q4 2025 Q1 2026: $611.2M Q1 2026 Q2 2026: $662.3M Q2 2026

Holdings 37 stocks · $647.6M
WPM Wheaton Precious Metals Corp. 10.15% 1,169,040 $65.7M Reduce -7.3%
FISV Fiserv Inc. 5.60% 176,623 $36.3M Reduce -12.1%
AON Aon PLC Class A 5.20% 93,827 $33.7M Reduce -4.7%
V Visa Inc. Class A 4.77% 97,636 $30.9M Reduce -0.1%
APH Amphenol Corp. Class A 4.71% 438,950 $30.5M Add +0.1%
SCI Service Corp. International 4.60% 373,053 $29.8M Reduce -2.2%
RYAN Ryan Specialty Holdings Inc. 4.57% 461,381 $29.6M Reduce -0.1%
ADI Analog Devices Inc. 4.02% 122,656 $26.1M No change
WST West Pharmaceutical Services 3.98% 78,661 $25.8M Reduce -3.0%
AME Ametek Inc. 3.88% 139,316 $25.1M Reduce -0.1%
DHR Danaher Corp. 3.87% 109,257 $25.1M No change
ECL Ecolab Inc. 3.79% 104,853 $24.6M Reduce -0.1%
AVTR Avantor Inc. 3.53% 1,086,127 $22.9M No change
ROL Rollins Inc. 3.26% 455,750 $21.1M Add +2.5%
PGR Progressive Corp. 3.13% 84,460 $20.2M Reduce -0.1%
AWK American Water Works Co. Inc. 3.09% 160,894 $20.0M No change
DOX Amdocs Ltd. 2.96% 225,381 $19.2M Reduce -13.9%
FERG Ferguson Enterprises Inc. 2.93% 109,375 $19.0M New
DCI Donaldson Co. Inc. 2.80% 268,750 $18.1M Add +5118.4%
SCHW Schwab (charles) Corp. 2.75% 240,383 $17.8M No change
ALSN Allison Transmission Holding 2.74% 164,097 $17.7M No change
FELE Franklin Electric Co. Inc. 2.73% 181,361 $17.7M No change
WSO Watsco Inc. 1.86% 25,403 $12.0M No change
KAI Kadant Inc. 1.73% 32,500 $11.2M No change
KRNT Kornit Digital Ltd. 1.30% 272,025 $8.4M Add +4.8%
NXE Nexgen Energy Ltd. 1.26% 1,236,500 $8.2M No change
A Agilent Technologies Inc. 1.02% 49,200 $6.6M Reduce -12.0%
GRID First TRST Nasd Class Edg Sgiif 0.86% 46,900 $5.6M No change
MSFT Microsoft Corp. 0.75% 11,554 $4.9M Reduce -0.3%
HEI Heico Corp. 0.72% 19,550 $4.6M No change
GNRC Generac Holdings Inc. 0.47% 19,650 $3.0M Reduce -17.9%
PHO Invesco Water Resources ETF 0.33% 32,780 $2.2M No change
ORA Ormat Technologies Inc. 0.32% 30,900 $2.1M No change
ROP Roper Technologies Inc. 0.20% 2,550 $1.3M No change
ENPH Enphase Energy Inc. 0.07% 6,800 $467K No change
OCUL Ocular Therapeutix Inc. 0.02% 16,200 $138K No change
SASKF Atha Energy Corp. 0.00% 19,000 $7K No change

Portfolio Sells Q3 2024 → Q4 2024
WPM Wheaton Precious Metals Corp. Reduce -7.3% 10.15% −1.89
DOX Amdocs Ltd. Reduce -13.9% 2.96% −0.62
ECL Ecolab Inc. Reduce -0.1% 3.79% −0.40
A Agilent Technologies Inc. Reduce -12.0% 1.02% −0.28
PGR Progressive Corp. Reduce -0.1% 3.13% −0.23
RYAN Ryan Specialty Holdings Inc. Reduce -0.1% 4.57% −0.22
GNRC Generac Holdings Inc. Reduce -17.9% 0.47% −0.12
AON Aon PLC Class A Reduce -4.7% 5.20% −0.12
SCI Service Corp. International Reduce -2.2% 4.60% −0.11
FISV Fiserv Inc. Reduce -12.1% 5.60% −0.04
MSFT Microsoft Corp. Reduce -0.3% 0.75% −0.03
AME Ametek Inc. Reduce -0.1% 3.88% +0.14
WST West Pharmaceutical Services Reduce -3.0% 3.98% +0.17
V Visa Inc. Class A Reduce -0.1% 4.77% +0.57

Portfolio Buys Q3 2024 → Q4 2024
FERG Ferguson Enterprises Inc. New 2.93% +2.93
DCI Donaldson Co. Inc. Add +5118.4% 2.80% +2.74
KRNT Kornit Digital Ltd. Add +4.8% 1.30% +0.25
APH Amphenol Corp. Class A Add +0.1% 4.71% +0.24
ROL Rollins Inc. Add +2.5% 3.26% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 37$662.3MWPM, APH, AME, V, WSO
Q1 2026 37$611.2MWPM, APH, SCI, ADI, AME
Q4 2025 33$622.2MWPM, APH, V, ADI, AON
Q3 2025 32$621.5MWPM, APH, V, AON, SCI
Q2 2025 36$636.8MWPM, APH, V, AON, RYAN
Q1 2025 36$635.1MWPM, AON, FISV, RYAN, V
Q4 2024 37$647.6MWPM, FISV, AON, V, APH
Q3 2024 36$639.7MWPM, FISV, AON, RYAN, DHR
Q2 2024 36$581.9MWPM, FISV, APH, AON, ADI
Q1 2024 36$592.6MWPM, AON, FISV, SCI, AVTR