account_balance
Investment manager · 13F filer · SEC CIK 883511
Dudley & Shanley, Inc.
Reported value$629Mas of Sep 30, 2026
Positions36 1 new, 2 sold out
Top 10 weight46.4%WPM alone is 9%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WPMWheaton Precious Metals Corp.
9.0%Trimmed −7%
AMEAmetek Inc
5.0%Trimmed −9%
VVisa Inc.
4.8%Trimmed −13%
ECLEcolab Inc.
4.3%Trimmed −5%
SCIService Corp International
4.1%Trimmed −7%
APHAmphenol Corp
4.1%Trimmed −34%
ADIAnalog Devices Inc
4.1%Trimmed −4%
AONAon PLC
3.7%Trimmed −4%
DCIDonaldson Co INC
3.6%Trimmed −4%
FASTFastenal Co
3.6%Trimmed −4%
FERGFerguson Enterprises Inc.
3.5%Trimmed −4%
PGRProgressive Corp
3.4%Added +57%
WPMWheaton Precious Metals Corp.
9.0%Trimmed −7%
AMEAmetek Inc
5.0%
VVisa Inc.
4.8%
ECLEcolab Inc.
4.3%−5%
SCIService Corp International
4.1%−7%
APHAmphenol Corp
4.1%−34%
ADIAnalog Devices Inc
4.1%
AONAon PLC
3.7%
DCIDonaldson Co INC
3.6%
FASTFastenal Co
3.6%
FERGFerguson Enterprises Inc.
3.5%
PGRProgressive Corp
3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WPM Wheaton Precious Metals Corp. 9.0% Trimmed −7%AME Ametek Inc 5.0% Trimmed −9%V Visa Inc. 4.8% Trimmed −13%ECL Ecolab Inc. 4.3% Trimmed −5%SCI Service Corp International 4.1% Trimmed −7%APH Amphenol Corp 4.1% Trimmed −34%ADI Analog Devices Inc 4.1% Trimmed −4%AON Aon PLC 3.7% Trimmed −4%DCI Donaldson Co INC 3.6% Trimmed −4%FAST Fastenal Co 3.6% Trimmed −4%FERG Ferguson Enterprises Inc. 3.5% Trimmed −4%PGR Progressive Corp 3.4% Added +57%
What changed
Biggest moves since Jun 30, 2026
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