Dudley & Shanley, Inc. holds a diversified book of 37 stocks worth $662.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Pfizer Inc and trimmed Wheaton Precious Metals Corp. Their largest long position is Wheaton Precious Metals Corp at 8% of the equity book. Cloning the disclosed picks since 2024 would be +5% (+3.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +13.2%, a 8.0-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Dudley & Shanley, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Dudley & Shanley, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 36 / 37 | $386.0B |
| MORGAN STANLEY | 36 / 37 | $85.4B |
| JPMORGAN CHASE & CO | 36 / 37 | $84.5B |
| BANK OF AMERICA CORP /DE/ | 36 / 37 | $50.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 36 / 37 | $40.8B |
| ROYAL BANK OF CANADA | 36 / 37 | $26.8B |
| UBS Group AG | 36 / 37 | $23.6B |
| WELLS FARGO & COMPANY/MN | 36 / 37 | $22.1B |
Ranked by how many of Dudley & Shanley, Inc.'s top 37 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wheaton Precious Mtls COM | $51.1M | 454.6K | 7.7% | ▼−1.0% Reduced · −5K sh | |
| 2 | Amphenol Corp. COM | $41.3M | 234.5K | 6.2% | ▼−4.6% Reduced · −11K sh | |
| 3 | Ametek Inc. COM | $33.8M | 139.7K | 5.1% | ▼~0% Reduced · −15 sh | |
| 4 | Visa Inc. COM | $33.3M | 97.0K | 5.0% | ▼−0.2% Reduced · −195 sh | |
| 5 | Watsco, Inc. COM | $32.5M | 78.0K | 4.9% | ▲+40% Added · +22K sh | |
| 6 | Aon plc COM | $29.5M | 88.8K | 4.4% | ▲~0% Added · +25 sh | |
| 7 | Ecolab Inc. COM | $29.2M | 104.7K | 4.4% | ▼−0.3% Reduced · −315 sh | |
| 8 | Service Corp. Int'l COM | $27.9M | 367.8K | 4.2% | ▲~0% Added · +150 sh | |
| 9 | Analog Devices COM | $26.7M | 67.2K | 4.0% | ▼−29% Reduced · −28K sh | |
| 10 | Ferguson Enterprises COM | $24.7M | 104.2K | 3.7% | ▲~0% Added · +50 sh | |
| 11 | Donaldson Co., Inc. COM | $24.4M | 272.3K | 3.7% | ▲+0.7% Added · +2K sh | |
| 12 | Kadant Inc. COM | $23.8M | 75.7K | 3.6% | —Held | |
| 13 | Fastenal Co. COM | $22.7M | 472.4K | 3.4% | ▲+161% Added · +291K sh | |
| 14 | Amer. Water Works COM | $22.3M | 169.3K | 3.4% | ▲+0.2% Added · +300 sh | |
| 15 | Charles Schwab COM | $22.2M | 240.9K | 3.4% | —Held | |
| 16 | Federal Signal Corp COM | $21.8M | 169.3K | 3.3% | ▲+170% Added · +107K sh | |
| 17 | Xylem Inc. COM | $21.4M | 181.1K | 3.2% | ▲+124% Added · +100K sh | |
| 18 | Rollins, Inc. COM | $20.7M | 495.7K | 3.1% | ▲+8.8% Added · +40K sh | |
| 19 | Kornit Digital COM | $20.4M | 1.26M | 3.1% | ▲+0.1% Added · +650 sh | |
| 20 | Allison Transmission COM | $18.6M | 165.0K | 2.8% | ▲+0.3% Added · +440 sh | |
| 21 | Ryan Specialty Hldngs COM | $17.6M | 465.1K | 2.7% | ▼−3.1% Reduced · −15K sh | |
| 22 | Progressive Corp. COM | $14.5M | 66.3K | 2.2% | —Held | |
| 23 | Danaher Corp. COM | $14.1M | 74.0K | 2.1% | ▼−36% Reduced · −41K sh | |
| 24 | NexGen Energy Ltd. COM | $11.5M | 1.23M | 1.7% | ▲+0.1% Added · +1K sh | |
| 25 | Badger Meter Inc COM | $9.3M | 63.0K | 1.4% | ▼−48% Reduced · −59K sh | |
| 26 | Agilent Tech, Inc. COM | $9.2M | 69.5K | 1.4% | ▲+26% Added · +14K sh | |
| 27 | Waters Corporation COM | $8.8M | 23.6K | 1.3% | ▲+101% Added · +12K sh | |
| 28 | HEICO Corp. COM | $6.9M | 19.5K | 1.0% | —Held | |
| 29 | Fiserv Inc. COM | $5.4M | 110.6K | 0.8% | ▼−23% Reduced · −33K sh | |
| 30 | Generac Holdings COM | $4.7M | 16.1K | 0.7% | ▼−18% Reduced · −4K sh | |
| 31 | Pfizer, Inc. COM | $4.0M | 165.0K | 0.6% | ▲New New position | |
| 32 | Microsoft Corp. COM | $3.9M | 10.6K | 0.6% | —Held | |
| 33 | Ormat Technologies COM | $2.8M | 26.1K | 0.4% | ▼−6.8% Reduced · −2K sh | |
| 34 | Roper Technologies COM | $677K | 2.0K | 0.1% | —Held | |
| 35 | Viper Energy Inc COM | $326K | 7.7K | 0.0% | —Held | |
| 36 | ATHA Energy Corp. COM | $52K | 74.5K | 0.0% | —Held | |
| 37 | Stallion Uranium Corp COM | $25K | 180.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/883511/holdings"
Use Arkolith to show DUDLEY & SHANLEY, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 38 | $662.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 38 | $611.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 34 | $622.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 33 | $621.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 37 | $636.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 37 | $635.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 3, 2025 | 38 | $647.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 23, 2024 | 37 | $639.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.