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CIK: 0000883511
Total reported value
$662.3M
$662.3M
36 檔
32.7%
The Q1 2025 SEC filing reveals that Dudley & Shanley, Inc. held a total portfolio value of $662.3M, covering 36 public equity positions.
In Q1 2025, Dudley & Shanley, Inc. displayed an active expansion posture, initiating 36 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WPM, , FISV) accounted for 32.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 12.36% | -2.14% | -13.52% | |
| 2 | ✓ | Stock-Other | 5.57% | -0.24% | -5.53% | ||
| 3 | FISV | Fiserv Inc | Stock-Other | 5.44% | -0.49% | -11.41% | |
| 4 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 5.37% | — | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.37% | +0.22% | -0.40% | |
| 6 | SCI | Service CORP International | Stock-Consumer Disc | 4.65% | -0.74% | -1.25% | |
| 7 | APH | Amphenol Corp-cl A | Stock-Tech | 4.53% | +1.16% | -0.00% | |
| 8 | ECL | Ecolab Inc | Stock-Materials | 4.19% | -0.17% | +0.01% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.90% | -0.92% | +0.08% | |
| 10 | ROL | Rollins Inc | Stock-Consumer Disc | 3.88% | -0.86% | +0.08% | |
| 11 | AME | Ametek Inc | Stock-Industrials | 3.78% | +0.20% | +0.08% | |
| 12 | PGR | Progressive CORP | Stock-Financials | 3.76% | +0.04% | +0.02% | |
| 13 | AWK | American Water Works Co Inc | Stock-Utilities | 3.74% | -0.40% | +0.07% | |
| 14 | DOX | Amdocs Limited | Stock-Tech | 3.54% | — | +8.89% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 3.53% | -1.43% | +0.08% | |
| 16 | AVTR | Avantor Inc | Stock-Healthcare | 3.04% | — | +9.71% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.97% | -0.34% | +0.07% | |
| 18 | FELE | Franklin Electric Co Inc | Stock-Industrials | 2.59% | — | -3.34% | |
| 19 | DCI | Donaldson Co Inc | Stock-Industrials | 2.59% | -0.06% | -8.85% | |
| 20 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.55% | -0.25% | -7.54% | |
| 21 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 2.47% | -0.34% | +0.09% | |
| 22 | WSO | Watsco Inc | Stock-Industrials | 2.04% | +1.60% | +0.10% | |
| 23 | KAI | Kadant Inc | Stock-Other | 1.73% | -0.03% | +0.09% | |
| 24 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.96% | +0.07% | +18.06% | |
| 25 | A | Agilent Technologies Inc | Stock-Healthcare | 0.91% | +0.36% | — | |
| 26 | NXE | Nexgen Energy LTD | Stock-Other | 0.87% | -0.58% | — | |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.84% | — | — | |
| 28 | HEI | Heico CORP | Stock-Industrials | 0.82% | +0.18% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.04% | -6.06% | |
| 30 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.39% | +0.08% | — | |
| 31 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.33% | -0.08% | -2.91% | |
| 32 | PHO | Invesco Water Resources ETF | ETF-Other | 0.33% | -0.36% | EXIT | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 0.24% | -0.02% | — | |
| 34 | ✓ | Enphase Energy Inc Com | Stock-Other | 0.07% | — | — | |
| 35 | OCUL | Ocular Therapeutix Inc | Stock-Other | 0.02% | — | — | |
| 36 | SASKF | Atha Energy CORP | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 2 | ✓ | — | NEW | New buy | |
| 3 | FISV | Fiserv Inc | — | NEW | New buy |
| 4 | RYAN | Ryan Specialty Holdings Inc | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | SCI | Service CORP International | — | NEW | New buy |
| 7 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 8 | ECL | Ecolab Inc | — | NEW | New buy |
| 9 | ADI | Analog Devices Inc | — | NEW | New buy |
| 10 | ROL | Rollins Inc | — | NEW | New buy |
| 11 | AME | Ametek Inc | — | NEW | New buy |
| 12 | PGR | Progressive CORP | — | NEW | New buy |
| 13 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 14 | DOX | Amdocs Limited | — | NEW | New buy |
| 15 | DHR | Danaher CORP | — | NEW | New buy |
| 16 | AVTR | Avantor Inc | — | NEW | New buy |
| 17 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 18 | FELE | Franklin Electric Co Inc | — | NEW | New buy |
| 19 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 20 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 21 | ALSN | Allison Transmission Holding | — | NEW | New buy |
| 22 | WSO | Watsco Inc | — | NEW | New buy |
| 23 | KAI | Kadant Inc | — | NEW | New buy |
| 24 | KRNT | Kornit Digital Ltd. | — | NEW | New buy |
| 25 | A | Agilent Technologies Inc | — | NEW | New buy |
| 26 | NXE | Nexgen Energy LTD | — | NEW | New buy |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 28 | HEI | Heico CORP | — | NEW | New buy |
| 29 | MSFT | Microsoft CORP | — | NEW | New buy |
| 30 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 31 | ORA | Ormat Technologies Inc | — | NEW | New buy |
| 32 | PHO | Invesco Water Resources ETF | — | NEW | New buy |
| 33 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 34 | ✓ | Enphase Energy Inc Com | — | NEW | New buy |
| 35 | OCUL | Ocular Therapeutix Inc | — | NEW | New buy |
| 36 | SASKF | Atha Energy CORP | — | NEW | New buy |
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 2025.
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Top New Position Initiated
WPM
市值: $78.5M
During Q1 2025, Dudley & Shanley, Inc.'s top holdings by market value included WPM (12.4%)、 (5.6%)、FISV (5.4%). The largest single position, WPM, represented 12.4% of total portfolio value.
In Q1 2025, Dudley & Shanley, Inc. made 36 total portfolio adjustments, initiating 36 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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