Dudley & Shanley, Inc. Portfolio Holdings

Dudley & Shanley, Inc.

  • $604 Million
  • Q3 2025

Dudley & Shanley, Inc. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $604 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wheaton Precious Metals Corp. with a value of $77.8M, Amphenol Corp with a value of $39.2M, Visa Inc. with a value of $33.2M, Aon PLC with a value of $31.6M, and Service Corp International with a value of $30.7M.

Examining the 13F form we can see an decrease of $8.51M in the current position value, from $612M to 604M.

Below you can find more details about Dudley & Shanley, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $604 Million
Financial Services: $130 Million
Technology: $118 Million
Industrials: $109 Million
Basic Materials: $107 Million
Consumer Cyclical: $71.5 Million
Healthcare: $30 Million
Utilities: $26.5 Million
Energy: $11.1 Million
Other: $2.33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.1B
$77.8 Million 12.88% of portfolio
695,665
Q3 2025 Reduced 8.88%
$79.6B
$39.2 Million 6.49% of portfolio
316,596
Q3 2025 Reduced 26.03%
$533B
$33.2 Million 5.49% of portfolio
97,181
Q3 2025 Reduced 0.03%
$72.4B
$31.6 Million 5.24% of portfolio
88,732
Q3 2025 Added 0.11%
$12.6B
$30.7 Million 5.09% of portfolio
369,433
Q3 2025 Added 0.11%
$118B
$30.7 Million 5.09% of portfolio
124,996
Q3 2025 Added 1.64%
$73.7B
$28.8 Million 4.76% of portfolio
104,983
Q2 2025 Added 0.11%
$28.7B
$26.8 Million 4.43% of portfolio
455,650
Q3 2025 Reduced 0.27%
$44.4B
$26.3 Million 4.35% of portfolio
139,786
Q3 2025 Added 0.07%
$6.31B
$26 Million 4.31% of portfolio
461,921
Q3 2025 Reduced 0.03%
$23.9B
$23.5 Million 3.9% of portfolio
169,159
Q3 2025 Added 4.87%
$167B
$23 Million 3.81% of portfolio
240,863
Q3 2025 Reduced 0.04%
$160B
$22.8 Million 3.77% of portfolio
114,941
Q3 2025 Added 4.92%
$10.5B
$22.1 Million 3.67% of portfolio
270,585
Q3 2025 Added 29.35%
$79.5B
$21.9 Million 3.63% of portfolio
174,921
Q3 2025 Added 3.29%
$9.48B
$20.2 Million 3.35% of portfolio
246,539
Q3 2025 Added 0.26%
$2.97B
$16.4 Million 2.72% of portfolio
55,175
Q2 2025 Added 69.61%
$11.4B
$15.9 Million 2.64% of portfolio
39,370
Q3 2025 Reduced 1.16%
$132B
$15.9 Million 2.63% of portfolio
64,255
Q2 2025 Reduced 23.94%
$7.87B
$14 Million 2.31% of portfolio
164,547
Q2 2025 Added 0.18%
$3.92B
$11.1 Million 1.83% of portfolio
1,235,150
Q3 2025 Reduced 0.15%
$43.5B
$7.08 Million 1.17% of portfolio
55,200
Q2 2025 Added 12.2%
$17.1B
$6.29 Million 1.04% of portfolio
19,500
Q3 2025 Reduced 0.26%
$3.78T
$5.62 Million 0.93% of portfolio
10,854
Q1 2025 Reduced 6.06%
$9.65B
$3.29 Million 0.54% of portfolio
19,650
Q4 2024 Reduced 17.95%
$6.07B
$2.91 Million 0.48% of portfolio
30,200
Q3 2025 Added 0.67%
$0
$2.33 Million 0.39% of portfolio
32,780
Q1 2023 New
$47.7B
$1.27 Million 0.21% of portfolio
2,550
Q2 2021 Reduced 1.73%
$875M
$151,000 0.03% of portfolio
13,000
Q3 2025 Reduced 20.73%
Stallion Uranium Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Ferguson Enterprises
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 25.34%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $604 Million
  • Prior Value $612 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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