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 $662.3M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WPM ($51.1M, 7.71%), APH ($41.3M, 6.24%), AME ($33.8M, 5.10%), V ($33.3M, 5.02%), WSO ($32.5M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Mtls | $51.1M | 7.71% | 454,640 | Trimmed |
| 2 | APH | Amphenol Corp. | $41.3M | 6.24% | 234,451 | Trimmed |
| 3 | AME | Ametek Inc. | $33.8M | 5.10% | 139,731 | Trimmed |
| 4 | V | Visa Inc. | $33.3M | 5.02% | 96,971 | Trimmed |
| 5 | WSO | Watsco, Inc. | $32.5M | 4.91% | 78,012 | Added |
| 6 | AON | Aon plc | $29.5M | 4.45% | 88,807 | Added |
| 7 | ECL | Ecolab Inc. | $29.2M | 4.40% | 104,693 | Trimmed |
| 8 | SCI | Service Corp. Int'l | $27.9M | 4.22% | 367,783 | Added |
| 9 | ADI | Analog Devices | $26.7M | 4.03% | 67,200 | Trimmed |
| 10 | FERG | Ferguson Enterprises | $24.7M | 3.73% | 104,225 | Added |
| 11 | DCI | Donaldson Co., Inc. | $24.4M | 3.69% | 272,330 | Added |
| 12 | KAI | Kadant Inc. | $23.8M | 3.59% | 75,735 | Hold |
| 13 | FAST | Fastenal Co. | $22.7M | 3.43% | 472,440 | Added |
| 14 | AWK | Amer. Water Works | $22.3M | 3.36% | 169,344 | Added |
| 15 | SCHW | Charles Schwab | $22.2M | 3.36% | 240,933 | Hold |
| 16 | FSS | Federal Signal Corp | $21.8M | 3.28% | 169,285 | Added |
| 17 | XYL | Xylem Inc. | $21.4M | 3.23% | 181,050 | Added |
| 18 | ROL | Rollins, Inc. | $20.7M | 3.12% | 495,655 | Added |
| 19 | KRNT | Kornit Digital | $20.4M | 3.08% | 1.3M | Added |
| 20 | ALSN | Allison Transmission | $18.6M | 2.81% | 165,037 | Added |
| 21 | RYAN | Ryan Specialty Hldngs | $17.6M | 2.65% | 465,146 | Trimmed |
| 22 | PGR | Progressive Corp. | $14.5M | 2.19% | 66,280 | Hold |
| 23 | DHR | Danaher Corp. | $14.1M | 2.13% | 74,024 | Trimmed |
| 24 | NXE | NexGen Energy Ltd. | $11.5M | 1.74% | 1.2M | Added |
| 25 | BMI | Badger Meter Inc | $9.3M | 1.41% | 63,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30