13F HOLDINGS REPORT
DUDLEY & SHANLEY, INC.
Quarter ended Q3 2025 · Filed October 8, 2025 · Accession 0000883511-25-000008
Total Value
$621.5M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Wheaton Precious Mtls | WPM | 510,260 | $57.1M | 9.18% |
| 2 | Amphenol Corp. | 032095101 | 316,596 | $39.2M | 6.30% |
| 3 | Visa Inc. | V | 97,181 | $33.2M | 5.34% |
| 4 | Aon plc | AON | 88,732 | $31.6M | 5.09% |
| 5 | Service Corp. Int'l | 817565104 | 369,433 | $30.7M | 4.95% |
| 6 | Analog Devices | ADI | 124,996 | $30.7M | 4.94% |
| 7 | Ecolab Inc. | ECL | 104,983 | $28.8M | 4.63% |
| 8 | Rollins, Inc. | ROL | 455,650 | $26.8M | 4.31% |
| 9 | Ametek Inc. | AME | 139,786 | $26.3M | 4.23% |
| 10 | Ryan Specialty Hldngs | RYAN | 461,921 | $26.0M | 4.19% |
| 11 | Amer. Water Works | 030420103 | 169,159 | $23.5M | 3.79% |
| 12 | Charles Schwab | SCHW-PJ | 240,863 | $23.0M | 3.70% |
| 13 | Danaher Corp. | 235851102 | 114,941 | $22.8M | 3.67% |
| 14 | Fiserv Inc. | FISV | 174,921 | $22.6M | 3.63% |
| 15 | Donaldson Co., Inc. | DCI | 270,585 | $22.1M | 3.56% |
| 16 | Wheaton Precious Mtls | WPM | 185,405 | $20.7M | 3.34% |
| 17 | Amdocs Ltd. | DOX | 246,539 | $20.2M | 3.25% |
| 18 | Kornit Digital | KRNT | 1,258,895 | $17.0M | 2.73% |
| 19 | Ferguson Enterprises | FERG | 75,500 | $17.0M | 2.73% |
| 20 | Kadant Inc. | KAI | 55,175 | $16.4M | 2.64% |
| 21 | Watsco, Inc. | WSO-B | 39,370 | $15.9M | 2.56% |
| 22 | Progressive Corp. | 743315103 | 64,255 | $15.9M | 2.55% |
| 23 | Allison Transmission | ALSN | 164,547 | $14.0M | 2.25% |
| 24 | NexGen Energy Ltd. | NXE | 1,235,150 | $11.1M | 1.78% |
| 25 | Agilent Tech, Inc. | A | 55,200 | $7.1M | 1.14% |
| 26 | HEICO Corp. | HEI-A | 19,500 | $6.3M | 1.01% |
| 27 | Microsoft Corp. | MSFT | 10,854 | $5.6M | 0.90% |
| 28 | Generac Holdings | GNRC | 19,650 | $3.3M | 0.53% |
| 29 | Ormat Technologies | ORA | 30,200 | $2.9M | 0.47% |
| 30 | Invesco Water ETF | IVZ | 32,780 | $2.4M | 0.38% |
| 31 | Roper Technologies | ROP | 2,550 | $1.3M | 0.20% |
| 32 | Ocular Therapeutix | OCUL | 13,000 | $151,970 | 0.02% |
| 33 | Stallion Uranium Corp | STLNF | 30,000 | $9,600 | 0.00% |