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CIK: 0000883511
Total reported value
$662.3M
$662.3M
36 檔
29.1%
In Q1 2024, Dudley & Shanley, Inc.'s U.S. equity holdings reached a combined market value of $662.3M, distributed across 36 disclosed stock positions.
During Q1 2024, Dudley & Shanley, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 11.58% | -2.14% | +1.53% | |
| 2 | ✓ | Stock-Other | 5.66% | -0.24% | -7.07% | ||
| 3 | FISV | Fiserv Inc | Stock-Other | 5.63% | -0.49% | -14.52% | |
| 4 | SCI | Service CORP International | Stock-Consumer Disc | 4.89% | -0.74% | -0.04% | |
| 5 | AVTR | Avantor Inc | Stock-Healthcare | 4.80% | — | +1.13% | |
| 6 | DHR | Danaher CORP | Stock-Healthcare | 4.71% | -1.43% | +0.92% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.67% | +0.22% | -0.75% | |
| 8 | PGR | Progressive CORP | Stock-Financials | 4.55% | +0.04% | -38.39% | |
| 9 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 4.44% | — | +1.16% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 4.33% | +1.16% | +1.01% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 4.20% | -0.17% | +1.54% | |
| 12 | WST | West Pharmaceutical Services | Stock-Healthcare | 4.13% | — | +1.36% | |
| 13 | DOX | Amdocs Limited | Stock-Tech | 4.01% | — | +1.00% | |
| 14 | AME | Ametek Inc | Stock-Industrials | 3.97% | +0.20% | +0.90% | |
| 15 | ROL | Rollins Inc | Stock-Consumer Disc | 3.46% | -0.86% | +1.59% | |
| 16 | AWK | American Water Works Co Inc | Stock-Utilities | 3.43% | -0.40% | +2.55% | |
| 17 | FELE | Franklin Electric Co Inc | Stock-Industrials | 3.43% | — | +1.13% | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 3.22% | -0.92% | +32.34% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.30% | -0.34% | — | |
| 20 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 2.30% | -0.34% | -29.09% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.88% | +1.60% | +1.98% | |
| 22 | NXE | Nexgen Energy LTD | Stock-Other | 1.62% | -0.58% | — | |
| 23 | BALL | Ball CORP | Stock-Consumer Disc | 1.38% | — | — | |
| 24 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.91% | — | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.04% | -7.79% | |
| 26 | HEI | Heico CORP | Stock-Industrials | 0.59% | +0.18% | +23.99% | |
| 27 | KAI | Kadant Inc | Stock-Other | 0.51% | -0.03% | +37.97% | |
| 28 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.51% | +0.08% | — | |
| 29 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.47% | +0.07% | +47.19% | |
| 30 | ✓ | Enphase Energy Inc Com | Stock-Other | 0.45% | — | +43.14% | |
| 31 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.41% | -0.08% | +300.00% | |
| 32 | PHO | Invesco Water Resources ETF | ETF-Other | 0.37% | -0.36% | EXIT | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 0.24% | -0.02% | — | |
| 34 | IRDM | Iridium Communications Inc | Stock-Comm Services | 0.06% | — | -97.31% | |
| 35 | DCI | Donaldson Co Inc | Stock-Industrials | 0.05% | -0.06% | — | |
| 36 | SASKF | Atha Energy CORP | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Dudley & Shanley, Inc. reported a total U.S. public equity portfolio value of $662.3M across 36 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including WPM, , FISV) accounted for 29.1% of total reported equity market value during Q1 2024.
During Q1 2024, Dudley & Shanley, Inc.'s top holdings by market value included WPM (11.6%)、 (5.7%)、FISV (5.6%). The largest single position, WPM, represented 11.6% of total portfolio value.
In Q1 2024, Dudley & Shanley, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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