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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 $662.3M. In the most recent quarter, they have increased their positions in FAST (+291.2K shares, valued at $14.0M), FSS (+106.6K shares, valued at $13.7M), XYL (+100.2K shares, valued at $11.8M); decreased their positions in ADI (-27.9K shares, valued at $11.1M), BMI (-59.1K shares, valued at $8.8M), DHR (-40.9K shares, valued at $7.8M); initiated new positions in PFE (+165.0K shares, valued at $4.0M).

1M P&L

+31.8M+5.37%

3M P&L

+40.2M+6.89%

HY P&L

-11.6M-1.82%

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 Machinery128.6M

22.5%

2Industrial Distribution79.9M

14.0%

3Gold51.1M

8.9%

Top Industries by Stock Count

1Specialty Industrial Machinery6 stocks

19.4%

2Industrial Distribution3 stocks

9.7%

3Diagnostics & Research2 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WPM Wheaton Precious Mtls454.6K shares-1.03%2026-06-302026-07-09

APH Amphenol Corp.234.5K shares-4.60%2026-06-302026-07-09

AME Ametek Inc.139.7K shares-0.01%2026-06-302026-07-09

Visa Inc. Visa Inc.97.0K shares-0.20%2026-06-302026-07-09

WSO Watsco, Inc.78.0K shares40.08%2026-06-302026-07-09

Aon plc Aon plc88.8K shares0.03%2026-06-302026-07-09

ECL Ecolab Inc.104.7K shares-0.30%2026-06-302026-07-09

SCI Service Corp. Int'l367.8K shares0.04%2026-06-302026-07-09

Sponsored

ADI Analog Devices67.2K shares-29.35%2026-06-302026-07-09

FERG Ferguson Enterprises104.2K shares0.05%2026-06-302026-07-09

DCI Donaldson Co., Inc.272.3K shares0.71%2026-06-302026-07-09

KAI Kadant Inc.75.7K shares0.00%2026-06-302026-07-09

FAST Fastenal Co.472.4K shares160.66%2026-06-302026-07-09

AWK Amer. Water Works169.3K shares0.18%2026-06-302026-07-09

SCHW Charles Schwab240.9K shares0.00%2026-06-302026-07-09

FSS Federal Signal Corp169.3K shares169.86%2026-06-302026-07-09

Sponsored

XYL Xylem Inc.181.1K shares123.99%2026-06-302026-07-09

ROL Rollins, Inc.495.7K shares8.76%2026-06-302026-07-09

KRNT Kornit Digital1.3M shares0.05%2026-06-302026-07-09

Allison Transmission Allison Transmission165.0K shares0.27%2026-06-302026-07-09

RYAN Ryan Specialty Hldngs465.1K shares-3.10%2026-06-302026-07-09

PGR Progressive Corp.66.3K shares0.00%2026-06-302026-07-09

DHR Danaher Corp.74.0K shares-35.56%2026-06-302026-07-09

NXE NexGen Energy Ltd.1.2M shares0.08%2026-06-302026-07-09

Sponsored

BMI Badger Meter Inc63.0K shares-48.42%2026-06-302026-07-09

Agilent Tech, Inc. Agilent Tech, Inc.69.5K shares25.91%2026-06-302026-07-09

WAT Waters Corporation23.6K shares101.28%2026-06-302026-07-09

HEI HEICO Corp.19.5K shares0.00%2026-06-302026-07-09

FI Fiserv Inc.110.6K shares-23.18%2026-06-302026-07-09

GNRC Generac Holdings16.1K shares-17.81%2026-06-302026-07-09

PFE Pfizer, Inc.165.0K sharesnew addition2026-06-302026-07-09

MSFT Microsoft Corp.10.6K shares0.00%2026-06-302026-07-09

Sponsored

ORA Ormat Technologies26.1K shares-6.79%2026-06-302026-07-09

ROP Roper Technologies2.0K shares0.00%2026-06-302026-07-09

VNOM Viper Energy Inc7.7K shares0.00%2026-06-302026-07-09

ATHA Energy Corp. ATHA Energy Corp.74.5K shares0.00%2026-06-302026-07-09

Stallion Uranium Corp Stallion Uranium Corp180.0K shares0.00%2026-06-302026-07-09

WPM

Wheaton Precious Mtls

-1.03%

Shares454.6K

Event2026-06-30

Filed2026-07-09

APH

Amphenol Corp.

-4.60%

Shares234.5K

Event2026-06-30

Filed2026-07-09

AME

Ametek Inc.

-0.01%

Shares139.7K

Event2026-06-30

Filed2026-07-09

Visa Inc.

-0.20%

Shares97.0K

Event2026-06-30

Filed2026-07-09

WSO

Watsco, Inc.

40.08%

Shares78.0K

Event2026-06-30

Filed2026-07-09

Aon plc

0.03%

Shares88.8K

Event2026-06-30

Filed2026-07-09

ECL

Ecolab Inc.

-0.30%

Shares104.7K

Event2026-06-30

Filed2026-07-09

SCI

Service Corp. Int'l

0.04%

Shares367.8K

Event2026-06-30

Filed2026-07-09

ADI

Analog Devices

-29.35%

Shares67.2K

Event2026-06-30

Filed2026-07-09

FERG

Ferguson Enterprises

0.05%

Shares104.2K

Event2026-06-30

Filed2026-07-09

DCI

Donaldson Co., Inc.

0.71%

Shares272.3K

Event2026-06-30

Filed2026-07-09

KAI

Kadant Inc.

0.00%

Shares75.7K

Event2026-06-30

Filed2026-07-09

FAST

Fastenal Co.

160.66%

Shares472.4K

Event2026-06-30

Filed2026-07-09

AWK

Amer. Water Works

0.18%

Shares169.3K

Event2026-06-30

Filed2026-07-09

SCHW

Charles Schwab

0.00%

Shares240.9K

Event2026-06-30

Filed2026-07-09

FSS

Federal Signal Corp

169.86%

Shares169.3K

Event2026-06-30

Filed2026-07-09

XYL

Xylem Inc.

123.99%

Shares181.1K

Event2026-06-30

Filed2026-07-09

ROL

Rollins, Inc.

8.76%

Shares495.7K

Event2026-06-30

Filed2026-07-09

KRNT

Kornit Digital

0.05%

Shares1.3M

Event2026-06-30

Filed2026-07-09

Allison Transmission

0.27%

Shares165.0K

Event2026-06-30

Filed2026-07-09

RYAN

Ryan Specialty Hldngs

-3.10%

Shares465.1K

Event2026-06-30

Filed2026-07-09

PGR

Progressive Corp.

0.00%

Shares66.3K

Event2026-06-30

Filed2026-07-09

DHR

Danaher Corp.

-35.56%

Shares74.0K

Event2026-06-30

Filed2026-07-09

NXE

NexGen Energy Ltd.

0.08%

Shares1.2M

Event2026-06-30

Filed2026-07-09

BMI

Badger Meter Inc

-48.42%

Shares63.0K

Event2026-06-30

Filed2026-07-09

Agilent Tech, Inc.

25.91%

Shares69.5K

Event2026-06-30

Filed2026-07-09

WAT

Waters Corporation

101.28%

Shares23.6K

Event2026-06-30

Filed2026-07-09

HEI

HEICO Corp.

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-09

Fiserv Inc.

-23.18%

Shares110.6K

Event2026-06-30

Filed2026-07-09

GNRC

Generac Holdings

-17.81%

Shares16.1K

Event2026-06-30

Filed2026-07-09

PFE

Pfizer, Inc.

New

Shares165.0K

Event2026-06-30

Filed2026-07-09

MSFT

Microsoft Corp.

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-09

ORA

Ormat Technologies

-6.79%

Shares26.1K

Event2026-06-30

Filed2026-07-09

ROP

Roper Technologies

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

VNOM

Viper Energy Inc

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-09

ATHA Energy Corp.

0.00%

Shares74.5K

Event2026-06-30

Filed2026-07-09

Stallion Uranium Corp

0.00%

Shares180.0K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available