DUDLEY & SHANLEY, INC.
CIK 883511
13F filing for Q2 2026・No. 3,314
- Holdings
- US$662.29M
- Quarter change
- +US$51.05M
- Entries
- 38
- Net bought (estimate)
- +US$25.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 12
- Added 15
- Corporate actions 0
- Unchanged 9
Largest holdings
37 stocks worth US$662.29M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WPMWheaton Precious MtlsCOM | Cut | 454,640 | US$51.07M | 7.71% |
| APHAmphenol Corp.COM | Cut | 234,451 | US$41.34M | 6.24% |
| AMEAmetek Inc.COM | Cut | 139,731 | US$33.81M | 5.10% |
| VVisa Inc.COM | Cut | 96,971 | US$33.27M | 5.02% |
| WSOWatsco, Inc.COM | Added | 78,012 | US$32.51M | 4.91% |
| AONAon plcCOM | Added | 88,807 | US$29.46M | 4.45% |
| ECLEcolab Inc.COM | Cut | 104,693 | US$29.17M | 4.40% |
| Service Corp. Int'lCOM | Added | 367,783 | US$27.94M | 4.22% |
| ADIAnalog DevicesCOM | Cut | 67,200 | US$26.69M | 4.03% |
| FERGFerguson EnterprisesCOM | Added | 104,225 | US$24.74M | 3.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.