Dudley & Shanley, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Dudley & Shanley, Inc. reported 33 stock positions worth $622.2 million. Its top holding was Wheaton Precious Metals (WPM) at 12.6% of the portfolio, followed by Amphenol Class A (APH, 6.1%) and Visa Class A (V, 5.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 14 and reduced 11. The biggest buy was a new position in Badger Meter (BMI) and the biggest sale an exit from Amdocs (DOX).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $622.2M (Q4 2025)
- SEC Filing
- 0000883511-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 33 stocks · $622.2M
| WPM Wheaton Precious Metals Corp. | 12.63% | 668,605 | $78.6M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 6.14% | 282,911 | $38.2M | Reduce -10.6% |
| V Visa Inc. Class A | 5.48% | 97,216 | $34.1M | Add +0.0% |
| ADI Analog Devices Inc. | 5.45% | 125,021 | $33.9M | Add +0.0% |
| AON Aon PLC Class A | 5.04% | 88,782 | $31.3M | Add +0.1% |
| AME Ametek Inc. | 4.61% | 139,796 | $28.7M | Add +0.0% |
| SCI Service Corp. International | 4.61% | 367,633 | $28.7M | Reduce -0.5% |
| ECL Ecolab Inc. | 4.43% | 105,058 | $27.6M | Add +0.1% |
| ROL Rollins Inc. | 4.40% | 455,730 | $27.4M | Add +0.0% |
| DHR Danaher Corp. | 4.23% | 114,881 | $26.3M | Reduce -0.1% |
| RYAN Ryan Specialty Holdings Inc. | 3.96% | 477,671 | $24.7M | Add +3.4% |
| SCHW Schwab (charles) Corp. | 3.87% | 240,933 | $24.1M | Add +0.0% |
| DCI Donaldson Co. Inc. | 3.85% | 270,405 | $24.0M | Reduce -0.1% |
| FERG Ferguson Enterprises Inc. | 3.73% | 104,175 | $23.2M | Add +38.0% |
| AWK American Water Works Co. Inc. | 3.55% | 169,044 | $22.1M | Reduce -0.1% |
| WSO Watsco Inc. | 3.02% | 55,692 | $18.8M | Add +41.5% |
| ALSN Allison Transmission Holding | 2.59% | 164,597 | $16.1M | Add +0.0% |
| KAI Kadant Inc. | 2.52% | 55,120 | $15.7M | Reduce -0.1% |
| PGR Progressive Corp. | 2.43% | 66,280 | $15.1M | Add +3.1% |
| BMI Badger Meter Inc. | 2.32% | 82,695 | $14.4M | New |
| KRNT Kornit Digital Ltd. | 2.08% | 901,960 | $13.0M | Reduce -28.4% |
| NXE Nexgen Energy Ltd. | 1.83% | 1,235,150 | $11.4M | No change |
| FISV Fiserv Inc. | 1.55% | 143,923 | $9.7M | Reduce -17.7% |
| ROP Roper Technologies Inc. | 1.25% | 17,455 | $7.8M | Add +584.5% |
| A Agilent Technologies Inc. | 1.21% | 55,200 | $7.5M | No change |
| HEI Heico Corp. | 1.01% | 19,500 | $6.3M | No change |
| MSFT Microsoft Corp. | 0.82% | 10,569 | $5.1M | Reduce -2.6% |
| ORA Ormat Technologies Inc. | 0.50% | 28,000 | $3.1M | Reduce -7.3% |
| GNRC Generac Holdings Inc. | 0.43% | 19,650 | $2.7M | No change |
| PHO Invesco Water Resources ETF | 0.37% | 32,780 | $2.3M | No change |
| VNOM Viper Energy Inc. Class A | 0.05% | 7,700 | $297K | New |
| FAST Fastenal Co. | 0.05% | 7,150 | $287K | New |
| STLNF Stallion Uranium Corp. | 0.00% | 85,000 | $20K | Add +183.3% |
Portfolio Sells Q3 2025 → Q4 2025
| DOX Amdocs Ltd. | Sold out | 0.00% | −3.25 |
| FISV Fiserv Inc. | Reduce -17.7% | 1.55% | −2.08 |
| KRNT Kornit Digital Ltd. | Reduce -28.4% | 2.08% | −0.65 |
| SCI Service Corp. International | Reduce -0.5% | 4.61% | −0.34 |
| AWK American Water Works Co. Inc. | Reduce -0.1% | 3.55% | −0.24 |
| APH Amphenol Corp. Class A | Reduce -10.6% | 6.14% | −0.16 |
| KAI Kadant Inc. | Reduce -0.1% | 2.52% | −0.12 |
| MSFT Microsoft Corp. | Reduce -2.6% | 0.82% | −0.08 |
| OCUL Ocular Therapeutix Inc. | Sold out | 0.00% | −0.02 |
| ORA Ormat Technologies Inc. | Reduce -7.3% | 0.50% | +0.03 |
| WPM Wheaton Precious Metals Corp. | Reduce -3.9% | 12.63% | +0.11 |
| DCI Donaldson Co. Inc. | Reduce -0.1% | 3.85% | +0.29 |
| DHR Danaher Corp. | Reduce -0.1% | 4.23% | +0.56 |
Portfolio Buys Q3 2025 → Q4 2025
| BMI Badger Meter Inc. | New | 2.32% | +2.32 |
| ROP Roper Technologies Inc. | Add +584.5% | 1.25% | +1.04 |
| FERG Ferguson Enterprises Inc. | Add +38.0% | 3.73% | +1.00 |
| ADI Analog Devices Inc. | Add +0.0% | 5.45% | +0.51 |
| WSO Watsco Inc. | Add +41.5% | 3.02% | +0.45 |
| AME Ametek Inc. | Add +0.0% | 4.61% | +0.38 |
| ALSN Allison Transmission Holding | Add +0.0% | 2.59% | +0.34 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 3.87% | +0.17 |
| V Visa Inc. Class A | Add +0.0% | 5.48% | +0.14 |
| ROL Rollins Inc. | Add +0.0% | 4.40% | +0.09 |
| VNOM Viper Energy Inc. Class A | New | 0.05% | +0.05 |
| FAST Fastenal Co. | New | 0.05% | +0.05 |
| STLNF Stallion Uranium Corp. | Add +183.3% | 0.00% | +0.00 |
| AON Aon PLC Class A | Add +0.1% | 5.04% | −0.06 |
| PGR Progressive Corp. | Add +3.1% | 2.43% | −0.13 |
| ECL Ecolab Inc. | Add +0.1% | 4.43% | −0.19 |
| RYAN Ryan Specialty Holdings Inc. | Add +3.4% | 3.96% | −0.23 |
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 |