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| Name: |
DUDLEY & SHANLEY LLC |
| City: |
RED BANK |
| State: |
NJ |
| Zip: |
07701 |
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data |
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| Holdings
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19 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WPM |
Wheaton Precious Metals Corp |
1 |
- |
$52.14 |
$68,643,000 |
1,456,465 |
11.58% |
-2,134,000 |
22,000 |
0.324 |
Silver |
|
|
AVTR |
Avantor, Inc. |
5 |
- |
$24.23 |
$28,417,000 |
1,111,355 |
4.8% |
3,328,000 |
12,400 |
0.165 |
N/A |
|
|
DHR |
Danaher Corp |
6 |
- |
$246.62 |
$27,898,000 |
111,719 |
4.71% |
2,288,000 |
1,015 |
0.016 |
General Building Mate... |
|
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RYAN |
Ryan Specialty Group Holdin... |
9 |
- |
$49.34 |
$26,285,000 |
473,600 |
4.44% |
6,145,000 |
5,450 |
0.431 |
N/A |
|
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APH |
Amphenol Corp |
10 |
- |
$120.77 |
$25,660,000 |
222,455 |
4.33% |
3,829,000 |
2,230 |
0.037 |
Diversified Electronics |
|
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ECL |
Ecolab Inc |
11 |
- |
$226.15 |
$24,897,000 |
107,827 |
4.2% |
3,835,000 |
1,640 |
0.038 |
Cleaning Products |
|
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WST |
West Pharmaceutical Service... |
12 |
- |
$357.48 |
$24,489,000 |
61,886 |
4.13% |
2,990,000 |
830 |
0.084 |
Rubber & Plastics |
|
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DOX |
Amdocs Limited |
13 |
- |
$83.99 |
$23,772,000 |
263,050 |
4.01% |
881,000 |
2,600 |
0.198 |
Business Software & S... |
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AME |
Ametek Inc |
14 |
- |
$174.66 |
$23,551,000 |
128,764 |
3.97% |
2,508,000 |
1,145 |
0.056 |
Industrial Electrical... |
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ROL |
Rollins Inc |
15 |
- |
$44.56 |
$20,504,000 |
443,135 |
3.46% |
1,456,000 |
6,950 |
0.09 |
Business Services |
|
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AWK |
American Water Works Compan... |
16 |
- |
$122.32 |
$20,347,000 |
166,490 |
3.43% |
-1,081,000 |
4,146 |
0.092 |
Multi Utilities |
|
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FELE |
Franklin Electric Co Inc |
17 |
- |
$96.27 |
$20,318,000 |
190,230 |
3.43% |
2,138,000 |
2,125 |
0.412 |
Industrial Electrical... |
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ADI |
Analog Devices Inc |
18 |
- |
$200.61 |
$19,059,000 |
96,360 |
3.22% |
4,602,000 |
23,550 |
0.018 |
Semiconductor- Broad... |
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WSO |
Watsco Inc |
21 |
- |
$447.72 |
$11,115,000 |
25,730 |
1.88% |
305,000 |
500 |
0.072 |
Building Materials Wh... |
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HEI |
Heico Corp |
26 |
- |
$207.40 |
$3,514,000 |
18,400 |
0.59% |
860,000 |
3,560 |
0.034 |
Aerospace/Defense Pro... |
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KAI |
Kadant Inc |
27 |
- |
$273.79 |
$3,028,000 |
9,230 |
0.51% |
1,153,000 |
2,540 |
0.075 |
Pollution and Treatme... |
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KRNT |
Kornit Digital Ltd |
29 |
- |
$15.41 |
$2,780,000 |
153,400 |
0.47% |
783,000 |
49,180 |
0.33 |
N/A |
|
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ENPH |
Enphase Energy, Inc. |
30 |
- |
$108.76 |
$2,649,000 |
21,900 |
0.45% |
627,000 |
6,600 |
0.017 |
Semiconductor Equipme... |
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ORA |
Ormat Technologies Inc |
31 |
- |
$63.83 |
$2,409,000 |
36,400 |
0.41% |
1,719,000 |
27,300 |
0.065 |
Electric Utilities |
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