Dudley & Shanley, Inc. Portfolio Holdings by Sector
Dudley & Shanley, Inc.
- $585 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Gold | Basic Materials
WPM 1 stocks |
$68,643
11.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
AME FELE KAI GNRC KRNT ROP DCI 7 stocks |
$54,406
9.29% of portfolio
|
  5  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
AVTR ECL 2 stocks |
$53,314
9.11% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
SCI ROL 2 stocks |
$49,465
8.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AON 1 stocks |
$33,548
5.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
DOX MSFT 2 stocks |
$28,749
4.91% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$27,898
4.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$27,691
4.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$26,951
4.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$26,284
4.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV 1 stocks |
$26,156
4.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$25,660
4.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$24,488
4.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$20,346
3.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI 1 stocks |
$19,059
3.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$13,650
2.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$13,646
2.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WSO 1 stocks |
$11,114
1.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Uranium | Energy
NXE 1 stocks |
$9,607
1.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$8,182
1.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
GRID PHO 2 stocks |
$7,557
1.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$3,514
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Solar | Technology
ENPH 1 stocks |
$2,649
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$2,409
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
IRDM 1 stocks |
$366
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|