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DUDLEY & SHANLEY, INC. - Portfolio Stock Holdings

DUDLEY & SHANLEY, INC. disclosed 38 stock positions in a recent SEC 13F filing. $629,141,883 of stock holdings were filed, with the largest holdings including WPM, AME, and V. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $746,831,687 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

38

Est. Stock Holding Value:

$629,141,883

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DUDLEY & SHANLEY, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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