Sponsored

The Analysis of DUDLEY & SHANLEY, INC.'s Holdings & P&L

Currently, DUDLEY & SHANLEY, INC. holds 37 types of securities in its portfolio with a total value $611.2M. In the most recent quarter, they have increased their positions in XYL (+80.8K shares, valued at $9.7M), FAST (+174.1K shares, valued at $8.1M), FSS (+62.7K shares, valued at $6.8M); decreased their positions in WPM (-209.2K shares, valued at $27.4M), ADI (-29.9K shares, valued at $9.5M), ROP (-15.5K shares, valued at $5.5M); initiated new positions in XYL (+80.8K shares, valued at $9.7M), FSS (+62.7K shares, valued at $6.8M), WAT (+11.7K shares, valued at $3.5M).

1M P&L

-34.3M-5.86%

3M P&L

-53.4M-8.83%

HY P&L

+8.2M+1.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery106.9M

19.2%

2Gold60.2M

10.8%

3Personal Services54.7M

9.8%

Top Industries by Stock Count

1Specialty Industrial Machinery6 stocks

18.8%

2Diagnostics & Research3 stocks

9.4%

3Industrial Distribution2 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WPM Wheaton Precious Mtls459.4K shares-31.29%2026-03-312026-04-08

APH Amphenol Corp.245.8K shares-13.13%2026-03-312026-04-08

SCI Service Corp. Int'l367.6K shares0.00%2026-03-312026-04-08

ADI Analog Devices95.1K shares-23.92%2026-03-312026-04-08

AME Ametek Inc.139.7K shares-0.04%2026-03-312026-04-08

V Visa Inc.97.2K shares-0.05%2026-03-312026-04-08

Aon plc Aon plc88.8K shares0.00%2026-03-312026-04-08

ECL Ecolab Inc.105.0K shares-0.05%2026-03-312026-04-08

Sponsored

ROL Rollins, Inc.455.7K shares0.00%2026-03-312026-04-08

Ferguson Enterprises Ferguson Enterprises104.2K shares0.00%2026-03-312026-04-08

AWK Amer. Water Works169.0K shares0.00%2026-03-312026-04-08

DCI Donaldson Co., Inc.270.4K shares0.00%2026-03-312026-04-08

SCHW Charles Schwab240.9K shares0.00%2026-03-312026-04-08

KAI Kadant Inc.75.7K shares37.40%2026-03-312026-04-08

DHR Danaher Corp.114.9K shares0.00%2026-03-312026-04-08

WSO Watsco, Inc.55.7K shares0.00%2026-03-312026-04-08

Sponsored

ALSN Allison Transmission164.6K shares0.00%2026-03-312026-04-08

BMI Badger Meter Inc122.2K shares47.71%2026-03-312026-04-08

KRNT Kornit Digital1.3M shares39.10%2026-03-312026-04-08

RYAN Ryan Specialty Hldngs480.0K shares0.49%2026-03-312026-04-08

NXE NexGen Energy Ltd.1.2M shares-0.86%2026-03-312026-04-08

PGR Progressive Corp.66.3K shares0.00%2026-03-312026-04-08

XYL Xylem Inc.80.8K sharesnew addition2026-03-312026-04-08

FAST Fastenal Co.181.3K shares2434.97%2026-03-312026-04-08

Sponsored

FI Fiserv Inc.143.9K shares0.00%2026-03-312026-04-08

FSS Federal Signal Corp62.7K sharesnew addition2026-03-312026-04-08

A Agilent Tech, Inc.55.2K shares0.00%2026-03-312026-04-08

HEI HEICO Corp.19.5K shares0.00%2026-03-312026-04-08

MSFT Microsoft Corp.10.6K shares0.00%2026-03-312026-04-08

GNRC Generac Holdings19.6K shares0.00%2026-03-312026-04-08

WAT Waters Corporation11.7K sharesnew addition2026-03-312026-04-08

ORA Ormat Technologies28.0K shares0.00%2026-03-312026-04-08

Sponsored

PHO Invesco Water ETF32.8K shares0.00%2026-03-312026-04-08

ROP Roper Technologies2.0K shares-88.54%2026-03-312026-04-08

Viper Energy Inc Viper Energy Inc7.7K shares0.00%2026-03-312026-04-08

Stallion Uranium Corp Stallion Uranium Corp180.0K shares111.76%2026-03-312026-04-08

ATHA Energy Corp. ATHA Energy Corp.74.5K sharesnew addition2026-03-312026-04-08

WPM

Wheaton Precious Mtls

-31.29%

Shares459.4K

Event2026-03-31

Filed2026-04-08

APH

Amphenol Corp.

-13.13%

Shares245.8K

Event2026-03-31

Filed2026-04-08

SCI

Service Corp. Int'l

0.00%

Shares367.6K

Event2026-03-31

Filed2026-04-08

ADI

Analog Devices

-23.92%

Shares95.1K

Event2026-03-31

Filed2026-04-08

AME

Ametek Inc.

-0.04%

Shares139.7K

Event2026-03-31

Filed2026-04-08

Visa Inc.

-0.05%

Shares97.2K

Event2026-03-31

Filed2026-04-08

Aon plc

0.00%

Shares88.8K

Event2026-03-31

Filed2026-04-08

ECL

Ecolab Inc.

-0.05%

Shares105.0K

Event2026-03-31

Filed2026-04-08

ROL

Rollins, Inc.

0.00%

Shares455.7K

Event2026-03-31

Filed2026-04-08

Ferguson Enterprises

0.00%

Shares104.2K

Event2026-03-31

Filed2026-04-08

AWK

Amer. Water Works

0.00%

Shares169.0K

Event2026-03-31

Filed2026-04-08

DCI

Donaldson Co., Inc.

0.00%

Shares270.4K

Event2026-03-31

Filed2026-04-08

SCHW

Charles Schwab

0.00%

Shares240.9K

Event2026-03-31

Filed2026-04-08

KAI

Kadant Inc.

37.40%

Shares75.7K

Event2026-03-31

Filed2026-04-08

DHR

Danaher Corp.

0.00%

Shares114.9K

Event2026-03-31

Filed2026-04-08

WSO

Watsco, Inc.

0.00%

Shares55.7K

Event2026-03-31

Filed2026-04-08

ALSN

Allison Transmission

0.00%

Shares164.6K

Event2026-03-31

Filed2026-04-08

BMI

Badger Meter Inc

47.71%

Shares122.2K

Event2026-03-31

Filed2026-04-08

KRNT

Kornit Digital

39.10%

Shares1.3M

Event2026-03-31

Filed2026-04-08

RYAN

Ryan Specialty Hldngs

0.49%

Shares480.0K

Event2026-03-31

Filed2026-04-08

NXE

NexGen Energy Ltd.

-0.86%

Shares1.2M

Event2026-03-31

Filed2026-04-08

PGR

Progressive Corp.

0.00%

Shares66.3K

Event2026-03-31

Filed2026-04-08

XYL

Xylem Inc.

New

Shares80.8K

Event2026-03-31

Filed2026-04-08

FAST

Fastenal Co.

2434.97%

Shares181.3K

Event2026-03-31

Filed2026-04-08

Fiserv Inc.

0.00%

Shares143.9K

Event2026-03-31

Filed2026-04-08

FSS

Federal Signal Corp

New

Shares62.7K

Event2026-03-31

Filed2026-04-08

Agilent Tech, Inc.

0.00%

Shares55.2K

Event2026-03-31

Filed2026-04-08

HEI

HEICO Corp.

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-08

MSFT

Microsoft Corp.

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-08

GNRC

Generac Holdings

0.00%

Shares19.6K

Event2026-03-31

Filed2026-04-08

WAT

Waters Corporation

New

Shares11.7K

Event2026-03-31

Filed2026-04-08

ORA

Ormat Technologies

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-08

PHO

Invesco Water ETF

0.00%

Shares32.8K

Event2026-03-31

Filed2026-04-08

ROP

Roper Technologies

-88.54%

Shares2.0K

Event2026-03-31

Filed2026-04-08

Viper Energy Inc

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-08

Stallion Uranium Corp

111.76%

Shares180.0K

Event2026-03-31

Filed2026-04-08

ATHA Energy Corp.

New

Shares74.5K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available