Dudley & Shanley, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Dudley & Shanley, Inc. reported 36 stock positions worth $636.8 million. Its top holding was Wheaton Precious Metals (WPM) at 10.8% of the portfolio, followed by Amphenol Class A (APH, 6.6%) and Visa Class A (V, 5.4%). Compared with Q1 2025, it added to 19 and reduced 9. The biggest buy was Kornit Digital (KRNT, shares +98%) and the biggest sale Avantor (AVTR, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $636.8M (Q2 2025)
- SEC Filing
- 0000883511-25-000006 ↗ filed Jul 9, 2025
Holdings Value
Holdings 36 stocks · $636.8M
| WPM Wheaton Precious Metals Corp. | 10.77% | 763,475 | $68.6M | Reduce -24.5% |
| APH Amphenol Corp. Class A | 6.64% | 428,000 | $42.3M | Reduce -2.5% |
| V Visa Inc. Class A | 5.42% | 97,211 | $34.5M | Reduce -0.0% |
| AON Aon PLC Class A | 4.97% | 88,632 | $31.6M | Reduce -0.0% |
| RYAN Ryan Specialty Holdings Inc. | 4.93% | 462,071 | $31.4M | Add +0.1% |
| SCI Service Corp. International | 4.72% | 369,033 | $30.0M | Add +0.2% |
| ADI Analog Devices Inc. | 4.60% | 122,976 | $29.3M | Add +0.2% |
| FISV Fiserv Inc. | 4.58% | 169,344 | $29.2M | Add +8.2% |
| ECL Ecolab Inc. | 4.44% | 104,983 | $28.3M | Add +0.1% |
| ROL Rollins Inc. | 4.05% | 456,900 | $25.8M | Add +0.2% |
| AME Ametek Inc. | 3.97% | 139,686 | $25.3M | Add +0.2% |
| AWK American Water Works Co. Inc. | 3.52% | 161,304 | $22.4M | Add +0.2% |
| DOX Amdocs Ltd. | 3.52% | 245,901 | $22.4M | Add +0.2% |
| SCHW Schwab (charles) Corp. | 3.45% | 240,963 | $22.0M | Add +0.2% |
| DHR Danaher Corp. | 3.40% | 109,552 | $21.6M | Add +0.2% |
| WSO Watsco Inc. | 2.76% | 39,833 | $17.6M | Add +56.6% |
| KAI Kadant Inc. | 2.75% | 55,175 | $17.5M | Add +69.6% |
| PGR Progressive Corp. | 2.69% | 64,255 | $17.1M | Reduce -23.9% |
| FERG Ferguson Enterprises Inc. | 2.58% | 75,500 | $16.4M | Reduce -25.3% |
| ALSN Allison Transmission Holding | 2.45% | 164,547 | $15.6M | Add +0.2% |
| FELE Franklin Electric Co. Inc. | 2.45% | 173,991 | $15.6M | Reduce -0.8% |
| DCI Donaldson Co. Inc. | 2.28% | 209,185 | $14.5M | Reduce -14.6% |
| KRNT Kornit Digital Ltd. | 1.99% | 637,300 | $12.7M | Add +98.4% |
| NXE Nexgen Energy Ltd. | 1.35% | 1,237,000 | $8.6M | Add +0.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.02% | 46,900 | $6.5M | No change |
| A Agilent Technologies Inc. | 1.02% | 55,200 | $6.5M | Add +12.2% |
| HEI Heico Corp. | 1.01% | 19,550 | $6.4M | No change |
| MSFT Microsoft Corp. | 0.85% | 10,854 | $5.4M | No change |
| GNRC Generac Holdings Inc. | 0.44% | 19,650 | $2.8M | No change |
| ORA Ormat Technologies Inc. | 0.39% | 30,000 | $2.5M | No change |
| PHO Invesco Water Resources ETF | 0.36% | 32,780 | $2.3M | No change |
| AVTR Avantor Inc. | 0.28% | 131,000 | $1.8M | Reduce -89.0% |
| ROP Roper Technologies Inc. | 0.23% | 2,550 | $1.4M | No change |
| ENPH Enphase Energy Inc. | 0.08% | 13,600 | $539K | Add +100.0% |
| OCUL Ocular Therapeutix Inc. | 0.02% | 16,400 | $152K | Add +1.2% |
| SASKF Atha Energy Corp. | 0.00% | 19,000 | $8K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AVTR Avantor Inc. | Reduce -89.0% | 0.28% | −2.76 |
| WPM Wheaton Precious Metals Corp. | Reduce -24.5% | 10.77% | −1.59 |
| PGR Progressive Corp. | Reduce -23.9% | 2.69% | −1.07 |
| AON Aon PLC Class A | Reduce -0.0% | 4.97% | −0.60 |
| DCI Donaldson Co. Inc. | Reduce -14.6% | 2.28% | −0.31 |
| FELE Franklin Electric Co. Inc. | Reduce -0.8% | 2.45% | −0.14 |
| FERG Ferguson Enterprises Inc. | Reduce -25.3% | 2.58% | +0.03 |
| V Visa Inc. Class A | Reduce -0.0% | 5.42% | +0.05 |
| APH Amphenol Corp. Class A | Reduce -2.5% | 6.64% | +2.10 |
Portfolio Buys Q1 2025 → Q2 2025
| KRNT Kornit Digital Ltd. | Add +98.4% | 1.99% | +1.03 |
| KAI Kadant Inc. | Add +69.6% | 2.75% | +1.02 |
| WSO Watsco Inc. | Add +56.6% | 2.76% | +0.73 |
| ADI Analog Devices Inc. | Add +0.2% | 4.60% | +0.70 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 3.45% | +0.49 |
| NXE Nexgen Energy Ltd. | Add +0.0% | 1.35% | +0.47 |
| ECL Ecolab Inc. | Add +0.1% | 4.44% | +0.26 |
| AME Ametek Inc. | Add +0.2% | 3.97% | +0.19 |
| ROL Rollins Inc. | Add +0.2% | 4.05% | +0.17 |
| A Agilent Technologies Inc. | Add +12.2% | 1.02% | +0.12 |
| SCI Service Corp. International | Add +0.2% | 4.72% | +0.06 |
| ENPH Enphase Energy Inc. | Add +100.0% | 0.08% | +0.02 |
| OCUL Ocular Therapeutix Inc. | Add +1.2% | 0.02% | +0.01 |
| DOX Amdocs Ltd. | Add +0.2% | 3.52% | −0.01 |
| ALSN Allison Transmission Holding | Add +0.2% | 2.45% | −0.02 |
| DHR Danaher Corp. | Add +0.2% | 3.40% | −0.13 |
| AWK American Water Works Co. Inc. | Add +0.2% | 3.52% | −0.22 |
| RYAN Ryan Specialty Holdings Inc. | Add +0.1% | 4.93% | −0.43 |
| FISV Fiserv Inc. | Add +8.2% | 4.58% | −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 |