Dudley & Shanley, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Dudley & Shanley, Inc. reported 37 stock positions worth $611.2 million. Its top holding was Wheaton Precious Metals (WPM) at 9.8% of the portfolio, followed by Amphenol Class A (APH, 5.1%) and Service Corp. International (SCI, 5.0%). Compared with Q4 2025, it opened 4 new positions, added to 6 and reduced 8. The biggest buy was a new position in Xylem (XYL) and the biggest sale Wheaton Precious Metals (WPM, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH, FL
- CIK
- 0000883511
- Portfolio Value
- $611.2M (Q1 2026)
- SEC Filing
- 0000883511-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 37 stocks · $611.2M
| WPM Wheaton Precious Metals Corp. | 9.85% | 459,385 | $60.2M | Reduce -31.3% |
| APH Amphenol Corp. Class A | 5.08% | 245,751 | $31.1M | Reduce -13.1% |
| SCI Service Corp. International | 4.96% | 367,633 | $30.3M | No change |
| ADI Analog Devices Inc. | 4.95% | 95,121 | $30.3M | Reduce -23.9% |
| AME Ametek Inc. | 4.90% | 139,746 | $30.0M | Reduce -0.0% |
| V Visa Inc. Class A | 4.80% | 97,166 | $29.4M | Reduce -0.1% |
| AON Aon PLC Class A | 4.69% | 88,782 | $28.7M | No change |
| ECL Ecolab Inc. | 4.57% | 105,008 | $27.9M | Reduce -0.1% |
| ROL Rollins Inc. | 3.98% | 455,730 | $24.3M | No change |
| FERG Ferguson Enterprises Inc. | 3.98% | 104,175 | $24.3M | No change |
| AWK American Water Works Co. Inc. | 3.76% | 169,044 | $23.0M | No change |
| DCI Donaldson Co. Inc. | 3.75% | 270,405 | $22.9M | No change |
| SCHW Schwab (charles) Corp. | 3.70% | 240,933 | $22.6M | No change |
| KAI Kadant Inc. | 3.62% | 75,735 | $22.1M | Add +37.4% |
| DHR Danaher Corp. | 3.56% | 114,881 | $21.8M | No change |
| WSO Watsco Inc. | 3.31% | 55,692 | $20.3M | No change |
| ALSN Allison Transmission Holding | 3.15% | 164,597 | $19.3M | No change |
| BMI Badger Meter Inc. | 3.04% | 122,150 | $18.6M | Add +47.7% |
| KRNT Kornit Digital Ltd. | 3.01% | 1,254,615 | $18.4M | Add +39.1% |
| RYAN Ryan Specialty Holdings Inc. | 2.65% | 480,021 | $16.2M | Add +0.5% |
| NXE Nexgen Energy Ltd. | 2.32% | 1,224,500 | $14.2M | Reduce -0.9% |
| PGR Progressive Corp. | 2.15% | 66,280 | $13.1M | No change |
| XYL Xylem Inc. | 1.58% | 80,830 | $9.7M | New |
| FAST Fastenal Co. | 1.38% | 181,250 | $8.4M | Add +2435.0% |
| FISV Fiserv Inc. | 1.31% | 143,923 | $8.0M | No change |
| FSS Federal Signal Corp. | 1.11% | 62,730 | $6.8M | New |
| A Agilent Technologies Inc. | 1.03% | 55,200 | $6.3M | No change |
| HEI Heico Corp. | 0.87% | 19,500 | $5.3M | No change |
| MSFT Microsoft Corp. | 0.64% | 10,569 | $3.9M | No change |
| GNRC Generac Holdings Inc. | 0.63% | 19,650 | $3.8M | No change |
| WAT Waters Corp. | 0.57% | 11,720 | $3.5M | New |
| ORA Ormat Technologies Inc. | 0.51% | 28,000 | $3.1M | No change |
| PHO Invesco Water Resources ETF | 0.36% | 32,780 | $2.2M | No change |
| ROP Roper Technologies Inc. | 0.12% | 2,000 | $708K | Reduce -88.5% |
| VNOM Viper Energy Inc. Class A | 0.06% | 7,700 | $362K | No change |
| STLNF Stallion Uranium Corp. | 0.01% | 180,000 | $61K | Add +111.8% |
| SASKF Atha Energy Corp. | 0.01% | 74,500 | $44K | New |
Portfolio Sells Q4 2025 → Q1 2026
| WPM Wheaton Precious Metals Corp. | Reduce -31.3% | 9.85% | −2.78 |
| ROP Roper Technologies Inc. | Reduce -88.5% | 0.12% | −1.13 |
| APH Amphenol Corp. Class A | Reduce -13.1% | 5.08% | −1.06 |
| V Visa Inc. Class A | Reduce -0.1% | 4.80% | −0.68 |
| ADI Analog Devices Inc. | Reduce -23.9% | 4.95% | −0.50 |
| ECL Ecolab Inc. | Reduce -0.1% | 4.57% | +0.14 |
| AME Ametek Inc. | Reduce -0.0% | 4.90% | +0.29 |
| NXE Nexgen Energy Ltd. | Reduce -0.9% | 2.32% | +0.49 |
Portfolio Buys Q4 2025 → Q1 2026
| XYL Xylem Inc. | New | 1.58% | +1.58 |
| FAST Fastenal Co. | Add +2435.0% | 1.38% | +1.33 |
| FSS Federal Signal Corp. | New | 1.11% | +1.11 |
| KAI Kadant Inc. | Add +37.4% | 3.62% | +1.10 |
| KRNT Kornit Digital Ltd. | Add +39.1% | 3.01% | +0.92 |
| BMI Badger Meter Inc. | Add +47.7% | 3.04% | +0.73 |
| WAT Waters Corp. | New | 0.57% | +0.57 |
| SASKF Atha Energy Corp. | New | 0.01% | +0.01 |
| STLNF Stallion Uranium Corp. | Add +111.8% | 0.01% | +0.01 |
| RYAN Ryan Specialty Holdings Inc. | Add +0.5% | 2.65% | −1.31 |
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 |