Dudley & Shanley, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Dudley & Shanley, Inc. reported 32 stock positions worth $621.5 million. Its top holding was Wheaton Precious Metals (WPM) at 12.5% of the portfolio, followed by Amphenol Class A (APH, 6.3%) and Visa Class A (V, 5.3%). Compared with Q2 2025, it opened 1 new position, sold out of 5, added to 11 and reduced 10. The biggest buy was Donaldson (DCI, shares +29%) and the biggest sale an exit from Franklin Electric (FELE).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $621.5M (Q3 2025)
- SEC Filing
- 0000883511-25-000008 ↗ filed Oct 8, 2025
Holdings Value
Holdings 32 stocks · $621.5M
| WPM Wheaton Precious Metals Corp. | 12.52% | 695,665 | $77.8M | Reduce -8.9% |
| APH Amphenol Corp. Class A | 6.30% | 316,596 | $39.2M | Reduce -26.0% |
| V Visa Inc. Class A | 5.34% | 97,181 | $33.2M | Reduce -0.0% |
| AON Aon PLC Class A | 5.09% | 88,732 | $31.6M | Add +0.1% |
| SCI Service Corp. International | 4.95% | 369,433 | $30.7M | Add +0.1% |
| ADI Analog Devices Inc. | 4.94% | 124,996 | $30.7M | Add +1.6% |
| ECL Ecolab Inc. | 4.63% | 104,983 | $28.8M | No change |
| ROL Rollins Inc. | 4.31% | 455,650 | $26.8M | Reduce -0.3% |
| AME Ametek Inc. | 4.23% | 139,786 | $26.3M | Add +0.1% |
| RYAN Ryan Specialty Holdings Inc. | 4.19% | 461,921 | $26.0M | Reduce -0.0% |
| AWK American Water Works Co. Inc. | 3.79% | 169,159 | $23.5M | Add +4.9% |
| SCHW Schwab (charles) Corp. | 3.70% | 240,863 | $23.0M | Reduce -0.0% |
| DHR Danaher Corp. | 3.67% | 114,941 | $22.8M | Add +4.9% |
| FISV Fiserv Inc. | 3.63% | 174,921 | $22.6M | Add +3.3% |
| DCI Donaldson Co. Inc. | 3.56% | 270,585 | $22.1M | Add +29.4% |
| DOX Amdocs Ltd. | 3.25% | 246,539 | $20.2M | Add +0.3% |
| KRNT Kornit Digital Ltd. | 2.73% | 1,258,895 | $17.0M | Add +97.5% |
| FERG Ferguson Enterprises Inc. | 2.73% | 75,500 | $17.0M | No change |
| KAI Kadant Inc. | 2.64% | 55,175 | $16.4M | No change |
| WSO Watsco Inc. | 2.56% | 39,370 | $15.9M | Reduce -1.2% |
| PGR Progressive Corp. | 2.55% | 64,255 | $15.9M | No change |
| ALSN Allison Transmission Holding | 2.25% | 164,547 | $14.0M | No change |
| NXE Nexgen Energy Ltd. | 1.78% | 1,235,150 | $11.1M | Reduce -0.1% |
| A Agilent Technologies Inc. | 1.14% | 55,200 | $7.1M | No change |
| HEI Heico Corp. | 1.01% | 19,500 | $6.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.90% | 10,854 | $5.6M | No change |
| GNRC Generac Holdings Inc. | 0.53% | 19,650 | $3.3M | No change |
| ORA Ormat Technologies Inc. | 0.47% | 30,200 | $2.9M | Add +0.7% |
| PHO Invesco Water Resources ETF | 0.38% | 32,780 | $2.4M | No change |
| ROP Roper Technologies Inc. | 0.20% | 2,550 | $1.3M | No change |
| OCUL Ocular Therapeutix Inc. | 0.02% | 13,000 | $152K | Reduce -20.7% |
| STLNF Stallion Uranium Corp. | 0.00% | 30,000 | $10K | New |
Portfolio Sells Q2 2025 → Q3 2025
| FELE Franklin Electric Co. Inc. | Sold out | 0.00% | −2.45 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −1.02 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -0.0% | 4.19% | −0.74 |
| APH Amphenol Corp. Class A | Reduce -26.0% | 6.30% | −0.33 |
| AVTR Avantor Inc. | Sold out | 0.00% | −0.28 |
| WSO Watsco Inc. | Reduce -1.2% | 2.56% | −0.20 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -0.0% | 5.34% | −0.08 |
| SASKF Atha Energy Corp. | Sold out | 0.00% | −0.00 |
| OCUL Ocular Therapeutix Inc. | Reduce -20.7% | 0.02% | +0.00 |
| HEI Heico Corp. | Reduce -0.3% | 1.01% | +0.01 |
| SCHW Schwab (charles) Corp. | Reduce -0.0% | 3.70% | +0.25 |
| ROL Rollins Inc. | Reduce -0.3% | 4.31% | +0.26 |
| NXE Nexgen Energy Ltd. | Reduce -0.1% | 1.78% | +0.43 |
| WPM Wheaton Precious Metals Corp. | Reduce -8.9% | 12.52% | +1.75 |
Portfolio Buys Q2 2025 → Q3 2025
| DCI Donaldson Co. Inc. | Add +29.4% | 3.56% | +1.29 |
| KRNT Kornit Digital Ltd. | Add +97.5% | 2.73% | +0.74 |
| ADI Analog Devices Inc. | Add +1.6% | 4.94% | +0.34 |
| DHR Danaher Corp. | Add +4.9% | 3.67% | +0.27 |
| AWK American Water Works Co. Inc. | Add +4.9% | 3.79% | +0.26 |
| AME Ametek Inc. | Add +0.1% | 4.23% | +0.26 |
| SCI Service Corp. International | Add +0.1% | 4.95% | +0.23 |
| AON Aon PLC Class A | Add +0.1% | 5.09% | +0.13 |
| ORA Ormat Technologies Inc. | Add +0.7% | 0.47% | +0.07 |
| STLNF Stallion Uranium Corp. | New | 0.00% | +0.00 |
| DOX Amdocs Ltd. | Add +0.3% | 3.25% | −0.27 |
| FISV Fiserv Inc. | Add +3.3% | 3.63% | −0.96 |
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 |