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CIK: 0000883511
Total reported value
$662.3M
$662.3M
37 檔
29.8%
In Q4 2024, Dudley & Shanley, Inc.'s U.S. equity holdings reached a combined market value of $662.3M, distributed across 37 disclosed stock positions.
In Q4 2024, Dudley & Shanley, Inc. adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 10.15% | -2.14% | -7.31% | |
| 2 | FISV | Fiserv Inc | Stock-Other | 5.60% | -0.49% | -12.07% | |
| 3 | ✓ | Stock-Other | 5.20% | -0.24% | -4.69% | ||
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.77% | +0.22% | -0.05% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 4.71% | +1.16% | +0.13% | |
| 6 | SCI | Service CORP International | Stock-Consumer Disc | 4.60% | -0.74% | -2.17% | |
| 7 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 4.57% | — | -0.05% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 4.02% | -0.92% | — | |
| 9 | WST | West Pharmaceutical Services | Stock-Healthcare | 3.98% | — | -3.04% | |
| 10 | AME | Ametek Inc | Stock-Industrials | 3.88% | +0.20% | -0.08% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 3.87% | -1.43% | — | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 3.79% | -0.17% | -0.10% | |
| 13 | AVTR | Avantor Inc | Stock-Healthcare | 3.53% | — | — | |
| 14 | ROL | Rollins Inc | Stock-Consumer Disc | 3.26% | -0.86% | +2.52% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 3.13% | +0.04% | -0.06% | |
| 16 | AWK | American Water Works Co Inc | Stock-Utilities | 3.09% | -0.40% | — | |
| 17 | DOX | Amdocs Limited | Stock-Tech | 2.96% | — | -13.92% | |
| 18 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.93% | -0.25% | — | |
| 19 | DCI | Donaldson Co Inc | Stock-Industrials | 2.80% | -0.06% | +5118.45% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.75% | -0.34% | — | |
| 21 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 2.74% | -0.34% | — | |
| 22 | FELE | Franklin Electric Co Inc | Stock-Industrials | 2.73% | — | — | |
| 23 | WSO | Watsco Inc | Stock-Industrials | 1.86% | +1.60% | — | |
| 24 | KAI | Kadant Inc | Stock-Other | 1.73% | -0.03% | — | |
| 25 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.30% | +0.07% | +4.82% | |
| 26 | NXE | Nexgen Energy LTD | Stock-Other | 1.26% | -0.58% | — | |
| 27 | A | Agilent Technologies Inc | Stock-Healthcare | 1.02% | +0.36% | -11.99% | |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.86% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.04% | -0.26% | |
| 30 | HEI | Heico CORP | Stock-Industrials | 0.72% | +0.18% | — | |
| 31 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.47% | +0.08% | -17.95% | |
| 32 | PHO | Invesco Water Resources ETF | ETF-Other | 0.33% | -0.36% | EXIT | |
| 33 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.32% | -0.08% | — | |
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 0.20% | -0.02% | — | |
| 35 | ✓ | Enphase Energy Inc Com | Stock-Other | 0.07% | — | — | |
| 36 | OCUL | Ocular Therapeutix Inc | Stock-Other | 0.02% | — | — | |
| 37 | SASKF | Atha Energy CORP | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FERG | Ferguson Enterprises Inc | +2.9% | NEW | New buy |
| 2 | DCI | Donaldson Co Inc | +2.7% | +5118.45% | Add |
| 3 | V | Visa Inc-class A Shares | +0.6% | -0.05% | Trim |
| 4 | SCHW | Schwab (charles) CORP | +0.3% | — | Unchanged |
| 5 | ALSN | Allison Transmission Holding | +0.3% | — | Unchanged |
| 6 | KRNT | Kornit Digital Ltd. | +0.3% | +4.82% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +0.13% | Add |
| 8 | WST | West Pharmaceutical Services | +0.2% | -3.04% | Trim |
| 9 | AME | Ametek Inc | +0.1% | -0.08% | Trim |
| 10 | KAI | Kadant Inc | 0% | — | Unchanged |
| 11 | NXE | Nexgen Energy LTD | — | — | Unchanged |
| 12 | OCUL | Ocular Therapeutix Inc | — | — | Unchanged |
| 13 | SASKF | Atha Energy CORP | — | — | Unchanged |
| 14 | ROP | Roper Technologies Inc | 0% | — | Unchanged |
| 15 | PHO | Invesco Water Resources ETF | 0% | — | Unchanged |
| 16 | MSFT | Microsoft CORP | 0% | -0.26% | Trim |
| 17 | FISV | Fiserv Inc | 0% | -12.07% | Trim |
| 18 | ✓ | Enphase Energy Inc Com | -0.1% | — | Unchanged |
| 19 | ORA | Ormat Technologies Inc | -0.1% | — | Unchanged |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | -0.1% | — | Unchanged |
| 21 | HEI | Heico CORP | -0.1% | — | Unchanged |
| 22 | WSO | Watsco Inc | -0.1% | — | Unchanged |
| 23 | SCI | Service CORP International | -0.1% | -2.17% | Trim |
| 24 | GNRC | Generac Holdings Inc | -0.1% | -17.95% | Trim |
| 25 | ✓ | -0.1% | -4.69% | Trim | |
| 26 | PGR | Progressive CORP | -0.2% | -0.06% | Trim |
| 27 | RYAN | Ryan Specialty Holdings Inc | -0.2% | -0.05% | Trim |
| 28 | FELE | Franklin Electric Co Inc | -0.2% | — | Unchanged |
| 29 | ROL | Rollins Inc | -0.3% | +2.52% | Add |
| 30 | A | Agilent Technologies Inc | -0.3% | -11.99% | Trim |
| 31 | ADI | Analog Devices Inc | -0.4% | — | Unchanged |
| 32 | ECL | Ecolab Inc | -0.4% | -0.10% | Trim |
| 33 | AWK | American Water Works Co Inc | -0.6% | — | Unchanged |
| 34 | DOX | Amdocs Limited | -0.6% | -13.92% | Trim |
| 35 | AVTR | Avantor Inc | -0.9% | — | Unchanged |
| 36 | DHR | Danaher CORP | -0.9% | — | Unchanged |
| 37 | WPM | Wheaton Precious Metals CORP | -1.9% | -7.31% | Trim |
According to official SEC Form 13F filings, Dudley & Shanley, Inc. reported a total U.S. public equity portfolio value of $662.3M across 37 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WPM, FISV, ) accounted for 29.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
FERG
市值: $19.0M
Top Position Liquidated / Trimmed
WPM
前期市值: $77.0M
During Q4 2024, Dudley & Shanley, Inc.'s top holdings by market value included WPM (10.2%)、FISV (5.6%)、 (5.2%). The largest single position, WPM, represented 10.2% of total portfolio value.
In Q4 2024, Dudley & Shanley, Inc. made 19 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 14 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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