Dudley & Shanley, Inc. has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $581 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wheaton Precious Metals Corp. with a value of $69.6M, Amphenol Corp with a value of $37.8M, Visa Inc. with a value of $31.7M, Aon PLC with a value of $31.1M, and Service Corp International with a value of $29.3M.

Examining the 13F form we can see an decrease of $23.3M in the current position value, from $604M to 581M.

Below you can find more details about Dudley & Shanley, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $581 Million
Financial Services: $127 Million
Industrials: $112 Million
Technology: $105 Million
Basic Materials: $96.8 Million
Consumer Cyclical: $69.3 Million
Healthcare: $33.4 Million
Utilities: $25.3 Million
Energy: $10.1 Million
Other: $2.34 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $581 Million
  • Prior Value $604 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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