§ 13F · FUND PROFILE
DUDLEY & SHANLEY, INC..
AUM · $662M (13F)Positions · 38Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp. | 234K | $41M | 6.2% | −5% |
| 2 | AME | Ametek Inc. | 140K | $34M | 5.1% | ±0% |
| 3 | V | Visa Inc. | 97K | $33M | 5.0% | ±0% |
| 4 | WPM | Wheaton Precious Mtls | 294K | $33M | 5.0% | −1% |
| 5 | WSO | Watsco, Inc. | 78K | $33M | 4.9% | +40% |
| 6 | AON | Aon plc | 89K | $29M | 4.4% | ±0% |
| 7 | ECL | Ecolab Inc. | 105K | $29M | 4.4% | ±0% |
| 8 | SCI | Service Corp. Int'l | 368K | $28M | 4.2% | ±0% |
| 9 | ADI | Analog Devices | 67K | $27M | 4.0% | −29% |
| 10 | FERG | Ferguson Enterprises | 104K | $25M | 3.7% | ±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 $662 million in assets. The fund runs a portfolio of 38 positions.
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