Loading…
CIK 0000883511 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("dudley-shanley-inc-0000883511-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Agilent Tech, Inc. | COM | $7.5M | 1.2%Prev: 1.8% | 55,200 SH | Decreased-9,350 SH |
| Allison Transmission | COM | $16.1M | 2.6%Prev: 3.2% | 164,597 SH | Decreased-10,677 SH |
| Amer. Water Works | COM | $22.1M | 3.5%Prev: 3.3% | 169,044 SH | Increased+8,494 SH |
| Ametek Inc. | COM | $28.7M | 4.6%Prev: 5.0% | 139,796 SH | Decreased+12,553 SH |
| Amphenol Corp. | COM | $38.2M | 6.1%Prev: 4.1% | 282,911 SH | Increased-24,917 SH |
| Analog Devices | COM | $33.9M | 5.4%Prev: 4.1% | 125,021 SH | Increased+60,382 SH |
| Aon plc | COM | $31.3M | 5.0%Prev: 3.7% | 88,782 SH | Increased+3,580 SH |
| Badger Meter Inc | COM | $14.4M | 2.3%Prev: 1.7% | 82,695 SH | Increased-1,905 SH |
| Charles Schwab | COM | $24.1M | 3.9%Prev: 3.3% | 240,933 SH | Increased+28,968 SH |
| Danaher Corp. | COM | $26.3M | 4.2%Prev: 2.5% | 114,881 SH | Increased+43,686 SH |
| Donaldson Co., Inc. | COM | $24.0M | 3.9%Prev: 3.6% | 270,405 SH | Increased+10,235 SH |
| Ecolab Inc. | COM | $27.6M | 4.4%Prev: 4.3% | 105,058 SH | Increased+6,015 SH |
| Fastenal Co. | COM | $287K | 0.0%Prev: 3.6% | 7,150 SH | Decreased-447,790 SH |
| Ferguson Enterprises | COM | $23.2M | 3.7%Prev: 3.5% | 104,175 SH | Increased+4,143 SH |
| Fiserv Inc. | COM | $9.7M | 1.6%Prev: 0.4% | 143,923 SH | Increased+81,474 SH |
| Generac Holdings | COM | $2.7M | 0.4%Prev: 0.5% | 19,650 SH | Decreased+3,500 SH |
| HEICO Corp. | COM | $6.3M | 1.0%Prev: 0.9% | 19,500 SH | Increased+500 SH |
| Invesco Water ETF | COM | $2.3M | 0.4% | 32,780 SH | New |
| Kadant Inc. | COM | $15.7M | 2.5%Prev: 3.0% | 55,120 SH | Decreased-17,662 SH |
| Kornit Digital | COM | $13.0M | 2.1%Prev: 3.1% | 901,960 SH | Decreased-266,585 SH |
| Microsoft Corp. | COM | $5.1M | 0.8%Prev: 0.9% | 10,569 SH | Decreased |
| NexGen Energy Ltd. | COM | $11.4M | 1.8%Prev: 1.8% | 1,235,150 SH | Increased+9,650 SH |
| Ormat Technologies | COM | $3.1M | 0.5%Prev: 0.4% | 28,000 SH | Increased+1,900 SH |
| Progressive Corp. | COM | $15.1M | 2.4%Prev: 3.4% | 66,280 SH | Decreased-37,872 SH |
| Rollins, Inc. | COM | $27.4M | 4.4% | 455,730 SH | New |
| Roper Technologies | COM | $7.8M | 1.2%Prev: 3.2% | 17,455 SH | Decreased-39,870 SH |
| Ryan Specialty Hldngs | COM | $24.7M | 4.0%Prev: 2.7% | 477,671 SH | Increased+11,782 SH |
| Service Corp. Int'l | COM | $28.7M | 4.6%Prev: 4.1% | 367,633 SH | Increased+25,208 SH |
| Stallion Uranium Corp | COM | $20K | 0.0% | 85,000 SH | New |
| Viper Energy Inc | COM | $297K | 0.0%Prev: 0.0% | 7,700 SH | Decreased |
| Visa Inc. | COM | $34.1M | 5.5%Prev: 4.8% | 97,216 SH | Increased+12,797 SH |
| Watsco, Inc. | COM | $18.8M | 3.0%Prev: 2.5% | 55,692 SH | Increased+4,127 SH |
| Wheaton Precious Mtls | COM | $78.6M | 12.6%Prev: 9.0% | 668,605 SH | Increased+247,197 SH |
| 13F-HR |
| 0000883511-25-000008 |
| $621.5M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0000883511-26-000003 | $662.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0000883511-25-000006 | $636.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0000883511-26-000002 | $611.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0000883511-25-000005 | $635.1M | View |