Latest DUDLEY & SHANLEY, INC. Stock Portfolio

DUDLEY & SHANLEY, INC. Performance:

2026 Q1: -1.52%YTD: -1.52%2025: 11.02%

Performance for 2026 Q1 is -1.52%, and YTD is -1.52%, and 2025 is 11.02%.

About DUDLEY & SHANLEY, INC. and 13F Hedge Fund Stock Holdings

DUDLEY & SHANLEY, INC. is a hedge fund based in Palm Beach, FL. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, DUDLEY & SHANLEY, INC. reported an equity portfolio of $611.2 Millions as of 31 Mar, 2026.

The top stock holdings of DUDLEY & SHANLEY, INC. are WPM, APH, SCI. The fund has invested 9.8% of it's portfolio in WHEATON PRECIOUS MTLS and 5.1% of portfolio in AMPHENOL CORP.

They significantly reduced their stock positions in ROPER TECHNOLOGIES (ROP), WHEATON PRECIOUS MTLS (WPM) and ANALOG DEVICES (ADI). DUDLEY & SHANLEY, INC. opened new stock positions in XYLEM INC. (XYL), FEDERAL SIGNAL CORP (FSS) and WATERS CORPORATION (WAT). The fund showed a lot of confidence in some stocks as they added substantially to FASTENAL CO. (FAST), STALLION URANIUM CORP and BADGER METER INC (BMI).

DUDLEY & SHANLEY, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that DUDLEY & SHANLEY, INC. made a return of -1.52% in the last quarter. In trailing 12 months, it's portfolio return was 4.44%.

Performance
S&P 500

New Buys

Ticker	$ Bought
xylem inc.	9,659,180
federal signal corp	6,783,620
waters corporation	3,490,220
atha energy corp.	43,779

New stocks bought by DUDLEY & SHANLEY, INC.

Additions

Ticker	% Inc.
fastenal co.	2,434
stallion uranium corp	111
badger meter inc	47.71
kornit digital	39.1
kadant inc.	37.4
ryan specialty hldngs	0.49

Additions to existing portfolio by DUDLEY & SHANLEY, INC.

Reductions

Ticker	% Reduced
roper technologies	-88.54
wheaton precious mtls	-31.29
analog devices	-23.92
amphenol corp.	-13.13
nexgen energy ltd.	-0.86
ecolab inc.	-0.05
visa inc.	-0.05
ametek inc.	-0.04

DUDLEY & SHANLEY, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by DUDLEY & SHANLEY, INC.

Sector Distribution

DUDLEY & SHANLEY, INC. has about 21.2% of it's holdings in Industrials sector.

Sector	%
Industrials	21.2
Others	20.9
Financial Services	18
Technology	13.8
Consumer Cyclical	12.1
Healthcare	5.2
Basic Materials	4.6
Utilities	4.3

Market Cap. Distribution

DUDLEY & SHANLEY, INC. has about 67.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	62.2
UNALLOCATED	20.9
MID-CAP	11.4
MEGA-CAP	5.4

Stocks belong to which Index?

About 60.4% of the stocks held by DUDLEY & SHANLEY, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.1
Others	39.6
RUSSELL 2000	8.3

Top 5 Winners (%)		%
GNRC	generac holdings	43.2 %
	stallion uranium corp	27.9 %
NXE	nexgen energy ltd.	25.8 %
	viper energy inc	21.6 %
ALSN	allison transmission	19.6 %

Top 5 Winners ($)		$
WPM	wheaton precious mtls	7.6 M
ADI	analog devices	5.2 M
ALSN	allison transmission	3.2 M
NXE	nexgen energy ltd.	2.9 M
SCI	service corp. int'l	1.7 M

Top 5 Losers (%)		%
RYAN	ryan specialty hldngs	-34.6 %
MSFT	microsoft corp.	-23.5 %
DHR	danaher corp.	-17.2 %
	fiserv inc.	-16.9 %
A	agilent tech, inc.	-16.2 %

Top 5 Losers ($)		$
RYAN	ryan specialty hldngs	-8.6 M
V	visa inc.	-4.7 M
DHR	danaher corp.	-4.5 M
ROL	rollins, inc.	-3.0 M
AON	aon plc	-2.7 M

DUDLEY & SHANLEY, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DUDLEY & SHANLEY, INC.

DUDLEY & SHANLEY, INC. has 37 stocks in it's portfolio. About 51.8% of the portfolio is in top 10 stocks. RYAN proved to be the most loss making stock for the portfolio. WPM was the most profitable stock for DUDLEY & SHANLEY, INC. last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent tech, inc.	1.03	55,200	6,291,700	unchanged	0.00

ADI	analog devices	4.95	95,121	30,261,800	reduced	-23.92

ALSN	allison transmission	3.15	164,597	19,267,700	unchanged	0.00

AME	ametek inc.	4.90	139,746	29,956,000	reduced	-0.04

AON	aon plc	4.69	88,782	28,657,100	unchanged	0.00

APH	amphenol corp.	5.08	245,751	31,050,600	reduced	-13.13

AWK	amer. water works	3.76	169,044	23,005,200	unchanged	0.00

BMI	badger meter inc	3.04	122,150	18,609,600	added	47.71

CSD	invesco water etf	0.36	32,780	2,191,670	unchanged	0.00

DCI	donaldson co., inc.	3.76	270,405	22,949,300	unchanged	0.00

DHR	danaher corp.	3.56	114,881	21,781,400	unchanged	0.00

ECL	ecolab inc.	4.57	105,008	27,934,200	reduced	-0.05

FAST	fastenal co.	1.38	181,250	8,410,000	added	2,434

FSS	federal signal corp	1.11	62,730	6,783,620	new

GNRC	generac holdings	0.63	19,650	3,838,230	unchanged	0.00

HEI	heico corp.	0.88	19,500	5,346,900	unchanged	0.00

KAI	kadant inc.	3.62	75,735	22,141,100	added	37.4

KRNT	kornit digital	3.01	1,254,620	18,392,700	added	39.1

MSFT	microsoft corp.	0.64	10,569	3,912,330	unchanged	0.00

NXE	nexgen energy ltd.	2.32	1,224,500	14,204,200	reduced	-0.86