Institutional Fund
Dudley & Shanley, Inc.
Palm Beach, FLCIK 8835115 filings on record
Portfolio Value
$611.24M
Q1 2026
Holdings
37
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.8%
from $622.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wheaton Precious Metals Corp9.8%
- Amphenol Corp New5.1%
- Service Corp Intl5.0%
- Analog Devices Inc5.0%
- Ametek Inc4.9%
- Visa Inc4.8%
- Other65.5%
Portfolio Holdings
37 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wheaton Precious Metals Corp | 459.4K | $60.18M | 9.8% | −209.2K | Reduced |
| 2 | Amphenol Corp New | 245.8K | $31.05M | 5.1% | −37.2K | Reduced |
| 3 | Service Corp Intl | 367.6K | $30.33M | 5.0% | 0 | Held |
| 4 | Analog Devices Inc | 95.1K | $30.26M | 5.0% | −29.9K | Reduced |
| 5 | Ametek Inc | 139.7K | $29.96M | 4.9% | −50 | Reduced |
| 6 | Visa Inc | 97.2K | $29.37M | 4.8% | −50 | Reduced |
| 7 | Aon PLC | 88.8K | $28.66M | 4.7% | 0 | Held |
| 8 | Ecolab Inc | 105.0K | $27.93M | 4.6% | −50 | Reduced |
| 9 | Rollins Inc | 455.7K | $24.34M | 4.0% | 0 | Held |
| 10 | Ferguson Enterprises Inc | 104.2K | $24.30M | 4.0% | 0 | Held |
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