§ 13F · FUND PROFILE
DUDLEY & SHANLEY, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $636.8T (13F)Positions · 37Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Mtls | 436K | $51.2T | 8.2% | −15% |
| 2 | APH | Amphenol Corp. | 283K | $38.2T | 6.1% | −11% |
| 3 | V | Visa Inc. | 97K | $34.1T | 5.5% | ±0% |
| 4 | ADI | Analog Devices | 125K | $33.9T | 5.4% | ±0% |
| 5 | AON | Aon plc | 89K | $31.3T | 5.0% | ±0% |
| 6 | AME | Ametek Inc. | 140K | $28.7T | 4.6% | ±0% |
| 7 | SCI | Service Corp. Int'l | 368K | $28.7T | 4.6% | ±0% |
| 8 | ECL | Ecolab Inc. | 105K | $27.6T | 4.4% | ±0% |
| 9 | WPM | Wheaton Precious Mtls | 233K | $27.4T | 4.4% | −54% |
| 10 | ROL | Rollins, Inc. | 456K | $27.4T | 4.4% | ±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 $636817.8 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed