1y return+5.4%S&P 500 +20.9%
3y return+34.2%S&P 500 +68.5%
5y return+44.4%S&P 500 +74.5%
10y return+144.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $245 against $357 in the S&P 500.2
Dudley & Shanley, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WPMWheaton Precious Mtls | $51.1M | 7.7% | −1.0% |
| APHAmphenol Corp. | $41.3M | 6.2% | −4.6% |
| AMEAmetek Inc. | $33.8M | 5.1% | |
| VVisa Inc. | $33.3M | 5.0% | |
| WSOWatsco, Inc. | $32.5M | 4.9% | +40.1% |
| Aon plcCUSIP G0403H108 | $29.5M | 4.4% | |
| ECLEcolab Inc. | $29.2M | 4.4% | |
| SCIService Corp. Int'l | $27.9M | 4.2% | |
| ADIAnalog Devices | $26.7M | 4.0% | −29.4% |
| FERGFerguson Enterprises | $24.7M | 3.7% | |
| DCIDonaldson Co., Inc. | $24.4M | 3.7% | |
| KAIKadant Inc. | $23.8M | 3.6% | |
| FASTFastenal Co. | $22.7M | 3.4% | +160.7% |
| AWKAmer. Water Works | $22.3M | 3.4% | |
| SCHWCharles Schwab | $22.2M | 3.4% | |
| FSSFederal Signal Corp | $21.8M | 3.3% | +169.9% |
| XYLXylem Inc. | $21.4M | 3.2% | +124.0% |
| ROLRollins, Inc. | $20.7M | 3.1% | +8.8% |
| Kornit DigitalCUSIP M6372Q113 | $20.4M | 3.1% | |
| ALSNAllison Transmission | $18.6M | 2.8% | |
| RYANRyan Specialty Hldngs | $17.6M | 2.7% | −3.1% |
| PGRProgressive Corp. | $14.5M | 2.2% | |
| DHRDanaher Corp. | $14.1M | 2.1% | −35.6% |
| NXENexGen Energy Ltd. | $11.5M | 1.7% | |
| BMIBadger Meter Inc | $9.3M | 1.4% | −48.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NXENexGen Energy Ltd. | June 30, 2020 | +626.0% | $11.5M |
| APHAmphenol Corp. | December 31, 2022 | +363.1% | $41.3M |
| GNRCGenerac Holdings | December 31, 2022 | +190.9% | $4.7M |
| ALSNAllison Transmission | June 30, 2021 | +183.7% | $18.6M |
| PGRProgressive Corp. | June 30, 2020 | +172.7% | $14.5M |
| AMEAmetek Inc. | June 30, 2020 | +170.7% | $33.8M |
| WPMWheaton Precious Mtls | June 30, 2020 | +155.1% | $51.1M |
| HEIHEICO Corp. | December 31, 2021 | +147.0% | $6.9M |
| ADIAnalog Devices | March 31, 2023 | +101.4% | $26.7M |
| SCIService Corp. Int'l | June 30, 2020 | +95.3% | $27.9M |
Sold off last quarter
- PHOInvesco Water ETF was $2.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.2% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +2.4% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | +3.6% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +10.2% | +5.4% |
| June 30, 2024 | −1.3% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −6.5% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +7.5% | +7.0% |
| December 31, 2022 | +14.2% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −11.5% | −16.5% |
| March 31, 2022 | −1.2% | −4.9% |
| December 31, 2021 | +4.2% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Dudley & Shanley, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=883511&type=13F-HR&dateb=&owner=include&count=40CIK 883511
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/883511/000088351126000003/Filed July 9, 2026 · accession 0000883511-26-000003