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Dudley & Shanley, Inc.

CIK 883511 · latest 13F filed 6 October 2026 · Read the filing on EDGAR

Dudley & Shanley, Inc. reported 36 US-listed holdings worth $629.2 million in its 13F for the quarter ended 30 September 2026, filed 6 October 2026. Its largest: Wheaton Precious Metals Corp. (9.0%), AMETEK Inc. (5.0%) and Visa Inc. (4.8%). Against the quarter before, it opened 1 position, added to 7, trimmed 21 and sold out of 2.

Reported holdings$629.2M-5.0% on Q2 2026
Positions36-1 on Q2 2026
The largest ten46.4%of its reported holdings
Latest 13FQ3 2026filed 6 October 2026
Where the money is
Added toTrimmed
WPM9.0%AME5.0%V4.8%ECL4.3%SCI4.1%APH4.1%ADI4.1%AON3.7%DCI3.6%FAST3.6%FERG3.5%PGR3.4%AWK3.3%SCHW3.3%22 more40.0%

The 14 largest of its 36 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $639.7 million in 36 positions$640MQ3 24Q4 2024: $647.6 million in 37 positions$648MQ4 24Q1 2025: $635.1 million in 36 positions$635MQ1 25Q2 2025: $636.8 million in 36 positions$637MQ2 25Q3 2025: $621.5 million in 32 positions$622MQ3 25Q4 2025: $622.2 million in 33 positions$622MQ4 25Q1 2026: $611.2 million in 37 positions$611MQ1 26Q2 2026: $662.3 million in 37 positions$662MQ2 26Q3 2026: $629.2 million in 36 positions$629MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +9.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +9.3%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 1Added 7Held 7Trimmed 21Sold out 2
Opened: 1Added: 7Held: 7Trimmed: 21Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Tyler Technologies Inc. TYL$20.5 million

Added to 7

  1. Roper Technologies Inc. ROP+55,325 shares · +2766%
  2. Progressive Corp. PGR+37,872 shares · +57%
  3. Badger Meter Inc. BMI+21,600 shares · +34%
  4. Allison Transmission Holdings Inc. ALSN+10,237 shares · +6%
  5. Federal Signal Corp. FSS+4,765 shares · +3%
  6. Atha Energy Ord SASKF+43,500 shares · +58%
  7. Ryan Specialty Holdings, Inc. RYAN+743 shares · +0%

Trimmed 21

  1. Amphenol Corp. APH-161,074 shares · -34%
  2. Watsco Inc. WSO-26,447 shares · -34%
  3. Visa Inc. V-12,552 shares · -13%
  4. Wheaton Precious Metals Corp. WPM-33,232 shares · -7%
  5. AMETEK Inc. AME-12,488 shares · -9%
  6. Charles Schwab Corp. SCHW-28,968 shares · -12%
  7. Fiserv Inc. FISV-48,109 shares · -44%
  8. Service Corp. International SCI-25,358 shares · -7%

and 13 more in the table below

Sold out of 2

  1. Rollins Inc. ROL$20.7 million last quarter
  2. Stallion Uranium Corp STLNF$25,377 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Wheaton Precious Metals Corp. WPM421.4K$56.4 million8.96%-33.2K
AMETEK Inc. AME127.2K$31.5 million5.01%-12.5K
Visa Inc. V84.4K$30.3 million4.82%-12.6K
Ecolab Inc. ECL99.0K$27.2 million4.32%-5.7K
Service Corp. International SCI342.4K$26.1 million4.14%-25.4K
Amphenol Corp. APH307.8K$25.9 million4.12%-161.1K
Analog Devices Inc. ADI64.6K$25.6 million4.08%-2.6K
Aon plc AON85.2K$23.6 million3.75%-3.6K
Donaldson Co. Inc. DCI260.2K$22.6 million3.60%-12.2K
Fastenal Co. FAST454.9K$22.5 million3.58%-17.5K
Ferguson Enterprises Inc. FERG100.0K$22.3 million3.54%-4.2K
Progressive Corp. PGR104.2K$21.6 million3.43%+37.9K
American Water Works Company, Inc. AWK160.6K$20.8 million3.30%-8.8K
Charles Schwab Corp. SCHW212.0K$20.7 million3.29%-29.0K
Tyler Technologies Inc. TYL64.4K$20.5 million3.26%new
Roper Technologies Inc. ROP57.3K$20.0 million3.18%+55.3K
Allison Transmission Holdings Inc. ALSN175.3K$19.9 million3.16%+10.2K
Kornit Digital Ltd KRNT1.2M$19.4 million3.09%-86.7K
Federal Signal Corp. FSS174.1K$19.3 million3.06%+4.8K
Kadant Inc. KAI72.8K$19.0 million3.03%-3.0K
Xylem Inc. XYL170.3K$17.2 million2.74%-10.7K
Ryan Specialty Holdings, Inc. RYAN465.9K$17.2 million2.74%+743
Danaher Corp. DHR71.2K$15.8 million2.51%-2.8K
Watsco Inc. WSO51.6K$15.6 million2.48%-26.4K
Nexgen Energy Ltd NXE1.2M$11.2 million1.78%no change
Agilent Technologies, Inc. A64.5K$11.1 million1.77%-5.0K
Badger Meter Inc. BMI84.6K$10.5 million1.66%+21.6K
Waters Corp. WAT23.6K$10.4 million1.65%no change
Heico Corp. HEI19.0K$5.8 million0.92%-500
Microsoft Corp. MSFT10.6K$5.4 million0.86%no change
Pfizer Inc. PFE165.0K$4.7 million0.75%no change
Generac Holdings Inc. GNRC16.1K$3.3 million0.53%no change
Fiserv Inc. FISV62.4K$2.8 million0.45%-48.1K
Ormat Technologies, Inc. ORA26.1K$2.4 million0.38%no change
Viper Energy, Inc. VNOM7.7K$307,1530.05%no change
Atha Energy Ord SASKF118.0K$79,7970.01%+43.5K
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.