Dudley & Shanley, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Dudley & Shanley, Inc. reported 36 stock positions worth $635.1 million. Its top holding was Wheaton Precious Metals (WPM) at 12.4% of the portfolio, followed by Aon Class A (AON, 5.6%) and Fiserv (FISV, 5.4%). Compared with Q4 2024, it sold out of 1, added to 14 and reduced 11. The biggest buy was American Water Works (AWK, shares +0%) and the biggest sale an exit from West Pharmaceutical Services (WST).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $635.1M (Q1 2025)
- SEC Filing
- 0000883511-25-000005 ↗ filed Apr 9, 2025
Holdings Value
Holdings 36 stocks · $635.1M
| WPM Wheaton Precious Metals Corp. | 12.36% | 1,011,010 | $78.5M | Reduce -13.5% |
| AON Aon PLC Class A | 5.57% | 88,637 | $35.4M | Reduce -5.5% |
| FISV Fiserv Inc. | 5.44% | 156,474 | $34.6M | Reduce -11.4% |
| RYAN Ryan Specialty Holdings Inc. | 5.37% | 461,381 | $34.1M | No change |
| V Visa Inc. Class A | 5.37% | 97,246 | $34.1M | Reduce -0.4% |
| SCI Service Corp. International | 4.65% | 368,393 | $29.5M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 4.53% | 438,940 | $28.8M | Reduce 0.0% |
| ECL Ecolab Inc. | 4.19% | 104,863 | $26.6M | Add +0.0% |
| ADI Analog Devices Inc. | 3.90% | 122,756 | $24.8M | Add +0.1% |
| ROL Rollins Inc. | 3.88% | 456,100 | $24.6M | Add +0.1% |
| AME Ametek Inc. | 3.78% | 139,426 | $24.0M | Add +0.1% |
| PGR Progressive Corp. | 3.76% | 84,480 | $23.9M | Add +0.0% |
| AWK American Water Works Co. Inc. | 3.74% | 161,014 | $23.8M | Add +0.1% |
| DOX Amdocs Ltd. | 3.54% | 245,411 | $22.5M | Add +8.9% |
| DHR Danaher Corp. | 3.53% | 109,342 | $22.4M | Add +0.1% |
| AVTR Avantor Inc. | 3.04% | 1,191,617 | $19.3M | Add +9.7% |
| SCHW Schwab (charles) Corp. | 2.97% | 240,563 | $18.8M | Add +0.1% |
| FELE Franklin Electric Co. Inc. | 2.59% | 175,311 | $16.5M | Reduce -3.3% |
| DCI Donaldson Co. Inc. | 2.59% | 244,965 | $16.4M | Reduce -8.8% |
| FERG Ferguson Enterprises Inc. | 2.55% | 101,125 | $16.2M | Reduce -7.5% |
| ALSN Allison Transmission Holding | 2.47% | 164,247 | $15.7M | Add +0.1% |
| WSO Watsco Inc. | 2.04% | 25,428 | $12.9M | Add +0.1% |
| KAI Kadant Inc. | 1.73% | 32,530 | $11.0M | Add +0.1% |
| KRNT Kornit Digital Ltd. | 0.96% | 321,150 | $6.1M | Add +18.1% |
| A Agilent Technologies Inc. | 0.91% | 49,200 | $5.8M | No change |
| NXE Nexgen Energy Ltd. | 0.87% | 1,236,500 | $5.6M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.84% | 46,900 | $5.3M | No change |
| HEI Heico Corp. | 0.82% | 19,550 | $5.2M | No change |
| MSFT Microsoft Corp. | 0.64% | 10,854 | $4.1M | Reduce -6.1% |
| GNRC Generac Holdings Inc. | 0.39% | 19,650 | $2.5M | No change |
| ORA Ormat Technologies Inc. | 0.33% | 30,000 | $2.1M | Reduce -2.9% |
| PHO Invesco Water Resources ETF | 0.33% | 32,780 | $2.1M | No change |
| ROP Roper Technologies Inc. | 0.24% | 2,550 | $1.5M | No change |
| ENPH Enphase Energy Inc. | 0.07% | 6,800 | $422K | No change |
| OCUL Ocular Therapeutix Inc. | 0.02% | 16,200 | $119K | No change |
| SASKF Atha Energy Corp. | 0.00% | 19,000 | $6K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| WST West Pharmaceutical Services | Sold out | 0.00% | −3.98 |
| FERG Ferguson Enterprises Inc. | Reduce -7.5% | 2.55% | −0.38 |
| DCI Donaldson Co. Inc. | Reduce -8.8% | 2.59% | −0.21 |
| APH Amphenol Corp. Class A | Reduce 0.0% | 4.53% | −0.17 |
| FISV Fiserv Inc. | Reduce -11.4% | 5.44% | −0.16 |
| FELE Franklin Electric Co. Inc. | Reduce -3.3% | 2.59% | −0.14 |
| MSFT Microsoft Corp. | Reduce -6.1% | 0.64% | −0.11 |
| ORA Ormat Technologies Inc. | Reduce -2.9% | 0.33% | +0.01 |
| SCI Service Corp. International | Reduce -1.3% | 4.65% | +0.05 |
| AON Aon PLC Class A | Reduce -5.5% | 5.57% | +0.37 |
| V Visa Inc. Class A | Reduce -0.4% | 5.37% | +0.60 |
| WPM Wheaton Precious Metals Corp. | Reduce -13.5% | 12.36% | +2.21 |
Portfolio Buys Q4 2024 → Q1 2025
| AWK American Water Works Co. Inc. | Add +0.1% | 3.74% | +0.65 |
| PGR Progressive Corp. | Add +0.0% | 3.76% | +0.64 |
| ROL Rollins Inc. | Add +0.1% | 3.88% | +0.62 |
| DOX Amdocs Ltd. | Add +8.9% | 3.54% | +0.57 |
| ECL Ecolab Inc. | Add +0.0% | 4.19% | +0.39 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 2.97% | +0.22 |
| WSO Watsco Inc. | Add +0.1% | 2.04% | +0.18 |
| KAI Kadant Inc. | Add +0.1% | 1.73% | −0.01 |
| AME Ametek Inc. | Add +0.1% | 3.78% | −0.10 |
| ADI Analog Devices Inc. | Add +0.1% | 3.90% | −0.13 |
| ALSN Allison Transmission Holding | Add +0.1% | 2.47% | −0.26 |
| KRNT Kornit Digital Ltd. | Add +18.1% | 0.96% | −0.34 |
| DHR Danaher Corp. | Add +0.1% | 3.53% | −0.34 |
| AVTR Avantor Inc. | Add +9.7% | 3.04% | −0.49 |
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 |