Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DUDLEY & SHANLEY, INC. (CIK 883511) reported $611.2M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WPM ($60.2M, 9.85%), APH ($31.1M, 5.08%), SCI ($30.3M, 4.96%), ADI ($30.3M, 4.95%), AME ($30.0M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Mtls | $60.2M | 9.85% | 459,385 | Trimmed |
| 2 | APH | Amphenol Corp. | $31.1M | 5.08% | 245,751 | Trimmed |
| 3 | SCI | Service Corp. Int'l | $30.3M | 4.96% | 367,633 | Hold |
| 4 | ADI | Analog Devices | $30.3M | 4.95% | 95,121 | Trimmed |
| 5 | AME | Ametek Inc. | $30.0M | 4.90% | 139,746 | Trimmed |
| 6 | V | Visa Inc. | $29.4M | 4.80% | 97,166 | Trimmed |
| 7 | AON | Aon plc | $28.7M | 4.69% | 88,782 | Hold |
| 8 | ECL | Ecolab Inc. | $27.9M | 4.57% | 105,008 | Trimmed |
| 9 | FERG | Ferguson Enterprises | $24.3M | 3.98% | 104,175 | Hold |
| 10 | ROL | Rollins, Inc. | $24.3M | 3.98% | 455,730 | Hold |
| 11 | AWK | Amer. Water Works | $23.0M | 3.76% | 169,044 | Hold |
| 12 | DCI | Donaldson Co., Inc. | $22.9M | 3.75% | 270,405 | Hold |
| 13 | SCHW | Charles Schwab | $22.6M | 3.70% | 240,933 | Hold |
| 14 | KAI | Kadant Inc. | $22.1M | 3.62% | 75,735 | Added |
| 15 | DHR | Danaher Corp. | $21.8M | 3.56% | 114,881 | Hold |
| 16 | WSO | Watsco, Inc. | $20.3M | 3.31% | 55,692 | Hold |
| 17 | ALSN | Allison Transmission | $19.3M | 3.15% | 164,597 | Hold |
| 18 | BMI | Badger Meter Inc | $18.6M | 3.04% | 122,150 | Added |
| 19 | KRNT | Kornit Digital | $18.4M | 3.01% | 1.3M | Added |
| 20 | RYAN | Ryan Specialty Hldngs | $16.2M | 2.65% | 480,021 | Added |
| 21 | NXE | NexGen Energy Ltd. | $14.2M | 2.32% | 1.2M | Trimmed |
| 22 | PGR | Progressive Corp. | $13.1M | 2.15% | 66,280 | Hold |
| 23 | XYL | Xylem Inc. | $9.7M | 1.58% | 80,830 | New |
| 24 | FAST | Fastenal Co. | $8.4M | 1.38% | 181,250 | Added |
| 25 | FISV | Fiserv Inc. | $8.0M | 1.31% | 143,923 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31