13F HOLDINGS REPORT
DUDLEY & SHANLEY, INC.
Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0000883511-26-000001
Total Value
$622.2M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Wheaton Precious Mtls | WPM | 435,807 | $51.2M | 8.23% |
| 2 | Amphenol Corp. | 032095101 | 282,911 | $38.2M | 6.14% |
| 3 | Visa Inc. | V | 97,216 | $34.1M | 5.48% |
| 4 | Analog Devices | ADI | 125,021 | $33.9M | 5.45% |
| 5 | Aon plc | AON | 88,782 | $31.3M | 5.04% |
| 6 | Ametek Inc. | AME | 139,796 | $28.7M | 4.61% |
| 7 | Service Corp. Int'l | 817565104 | 367,633 | $28.7M | 4.61% |
| 8 | Ecolab Inc. | ECL | 105,058 | $27.6M | 4.43% |
| 9 | Wheaton Precious Mtls | WPM | 232,798 | $27.4M | 4.40% |
| 10 | Rollins, Inc. | ROL | 455,730 | $27.4M | 4.40% |
| 11 | Danaher Corp. | 235851102 | 114,881 | $26.3M | 4.23% |
| 12 | Ryan Specialty Hldngs | RYAN | 477,671 | $24.7M | 3.96% |
| 13 | Charles Schwab | SCHW-PJ | 240,933 | $24.1M | 3.87% |
| 14 | Donaldson Co., Inc. | DCI | 270,405 | $24.0M | 3.85% |
| 15 | Ferguson Enterprises | FERG | 104,175 | $23.2M | 3.73% |
| 16 | Amer. Water Works | 030420103 | 169,044 | $22.1M | 3.55% |
| 17 | Watsco, Inc. | WSO-B | 55,692 | $18.8M | 3.02% |
| 18 | Allison Transmission | ALSN | 164,597 | $16.1M | 2.59% |
| 19 | Kadant Inc. | KAI | 55,120 | $15.7M | 2.52% |
| 20 | Progressive Corp. | 743315103 | 66,280 | $15.1M | 2.43% |
| 21 | Badger Meter Inc | BMI | 82,695 | $14.4M | 2.32% |
| 22 | Kornit Digital | KRNT | 901,960 | $13.0M | 2.08% |
| 23 | NexGen Energy Ltd. | NXE | 1,235,150 | $11.4M | 1.83% |
| 24 | Fiserv Inc. | FISV | 143,923 | $9.7M | 1.55% |
| 25 | Roper Technologies | ROP | 17,455 | $7.8M | 1.25% |
| 26 | Agilent Tech, Inc. | A | 55,200 | $7.5M | 1.21% |
| 27 | HEICO Corp. | HEI-A | 19,500 | $6.3M | 1.01% |
| 28 | Microsoft Corp. | MSFT | 10,569 | $5.1M | 0.82% |
| 29 | Ormat Technologies | ORA | 28,000 | $3.1M | 0.50% |
| 30 | Generac Holdings | GNRC | 19,650 | $2.7M | 0.43% |
| 31 | Invesco Water ETF | IVZ | 32,780 | $2.3M | 0.37% |
| 32 | Viper Energy Inc | VNOM | 7,700 | $297,451 | 0.05% |
| 33 | Fastenal Co. | FAST | 7,150 | $286,929 | 0.05% |
| 34 | Stallion Uranium Corp | STLNF | 85,000 | $20,155 | 0.00% |