§ 13F · FUND PROFILE
DUDLEY & SHANLEY, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $622M (13F)Positions · 33Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Mtls | 299K | $39M | 6.4% | −31% |
| 2 | APH | Amphenol Corp. | 246K | $31M | 5.1% | −13% |
| 3 | SCI | Service Corp. Int'l | 368K | $30M | 5.0% | ±0% |
| 4 | ADI | Analog Devices | 95K | $30M | 5.0% | −24% |
| 5 | AME | Ametek Inc. | 140K | $30M | 4.9% | ±0% |
| 6 | V | Visa Inc. | 97K | $29M | 4.8% | ±0% |
| 7 | AON | Aon plc | 89K | $29M | 4.7% | ±0% |
| 8 | ECL | Ecolab Inc. | 105K | $28M | 4.6% | ±0% |
| 9 | ROL | Rollins, Inc. | 456K | $24M | 4.0% | ±0% |
| 10 | FERG | Ferguson Enterprises | 104K | $24M | 4.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUDLEY SIGNAL
AC read
DUDLEY & SHANLEY, INC. is a Other fund managing $622 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed