$429 Million is the total value of DUDLEY & SHANLEY, INC.'s 32 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BECN | New | Beacon Roofing Supply | $27,280,000 | – | 720,170 | +100.0% | 6.36% | – |
| ADBE | New | Adobe Systems, Inc. | $24,277,000 | – | 532,850 | +100.0% | 5.66% | – |
| LLTC | New | Linear Technology | $22,594,000 | – | 613,295 | +100.0% | 5.26% | – |
| SM | New | SM Energy Company | $22,558,000 | – | 376,100 | +100.0% | 5.26% | – |
| TOL | New | Toll Brothers, Inc. | $22,310,000 | – | 683,715 | +100.0% | 5.20% | – |
| INTC | New | Intel Corp | $22,132,000 | – | 913,430 | +100.0% | 5.16% | – |
| PCAR | New | Paccar Inc. | $21,805,000 | – | 406,350 | +100.0% | 5.08% | – |
| WAT | New | Waters Corporation | $21,033,000 | – | 210,221 | +100.0% | 4.90% | – |
| RHI | New | Robert Half Int'l | $19,457,000 | – | 585,525 | +100.0% | 4.53% | – |
| PPO | New | Polypore Int'l Inc. | $18,772,000 | – | 465,800 | +100.0% | 4.37% | – |
| INTU | New | Intuit, Inc. | $18,065,000 | – | 295,950 | +100.0% | 4.21% | – |
| FISV | New | Fiserv Inc. | $17,611,000 | – | 201,475 | +100.0% | 4.10% | – |
| MTD | New | Mettler-Toledo Int'l | $17,351,000 | – | 86,240 | +100.0% | 4.04% | – |
| XYL | New | Xylem Inc. | $17,309,000 | – | 642,500 | +100.0% | 4.03% | – |
| HSIC | New | Henry Schein Inc. | $16,568,000 | – | 173,050 | +100.0% | 3.86% | – |
| ENS | New | Enersys | $16,449,000 | – | 335,420 | +100.0% | 3.83% | – |
| PWR | New | Quanta Services | $16,299,000 | – | 616,000 | +100.0% | 3.80% | – |
| ECL | New | Ecolab Inc. | $14,883,000 | – | 174,700 | +100.0% | 3.47% | – |
| APC | New | Anadarko Petroleum | $14,368,000 | – | 167,210 | +100.0% | 3.35% | – |
| SLH | New | Solera Holdings | $14,296,000 | – | 256,900 | +100.0% | 3.33% | – |
| SLB | New | Schlumberger Ltd. | $12,960,000 | – | 180,850 | +100.0% | 3.02% | – |
| HOV | New | Hovnanian Entr. | $11,311,000 | – | 2,016,300 | +100.0% | 2.64% | – |
| FAST | New | Fastenal Co. | $10,543,000 | – | 230,250 | +100.0% | 2.46% | – |
| TBT | New | ProSh UltSht 20+ TYS | $5,329,000 | – | 73,570 | +100.0% | 1.24% | – |
| GE | New | General Electric Co | $967,000 | – | 41,700 | +100.0% | 0.22% | – |
| MSFT | New | Microsoft Corp. | $915,000 | – | 26,500 | +100.0% | 0.21% | – |
| F | New | Ford Motor Co. | $789,000 | – | 51,000 | +100.0% | 0.18% | – |
| DAL | New | Delta Air Lines,Inc. | $294,000 | – | 15,700 | +100.0% | 0.07% | – |
| WRESQ | New | Warren Resources | $280,000 | – | 109,900 | +100.0% | 0.06% | – |
| CSX | New | CSX Corp. | $266,000 | – | 11,450 | +100.0% | 0.06% | – |
| New | African Potash | $53,000 | – | 2,000,000 | +100.0% | 0.01% | – | |
| PENYF | New | Petromanas Energy | $10,000 | – | 100,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Fiserv Inc. | 42 | Q3 2023 | 7.9% |
| Ecolab Inc. | 42 | Q3 2023 | 7.1% |
| NexGen Energy Ltd. | 36 | Q3 2023 | 1.4% |
| ABM Industries | 35 | Q2 2023 | 9.8% |
| Service Corp. Int'l | 35 | Q3 2023 | 8.8% |
| SM Energy Company | 30 | Q3 2020 | 5.5% |
| Aon plc | 26 | Q4 2019 | 7.2% |
| Beacon Roofing Supply | 25 | Q2 2019 | 7.9% |
| Iridium Comm. | 24 | Q3 2023 | 8.3% |
| Microsoft Corp. | 24 | Q3 2023 | 2.5% |
View DUDLEY & SHANLEY, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| JAPAN SMALLER CAPITALIZATION FUND INC | January 16, 2008 | 40,000 | 0.2% |
View DUDLEY & SHANLEY, INC.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-13 |
| 13F-HR/A | 2023-01-18 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-18 |
View DUDLEY & SHANLEY, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.