Data as of Q4 2025 (Dec 31, 2025)

DUDLEY & SHANLEY, INC.

•CIK: 883511•Filing: Q4 2025

**DUDLEY & SHANLEY, INC.** manages $622M across a concentrated portfolio of 33 positions. The fund exhibits significant conviction in its top holdings, led by a substantial $78.6M allocation to WPM. Further notable concentration includes positions in APH ($38.2M), V ($34.1M), and ADI ($33.9M). This structure suggests a highly selective, large-cap focus within its investment mandate.

Total AUM
$622.2M
QoQ Performance
+0.1%
Positions
33
Top 10 Concentration
57.0%
Latest Filing
Q4 2025

Top Holdings Allocation

WPM
APH
V
ADI
Aon
WPM12.6%
APH6.1%
V5.5%
ADI5.4%
Aon5.0%
AME4.6%
SCI4.6%
ECL4.4%

📈 Biggest Buys

BMI
Badger Meter Inc
NEW
2.3% of portfolio
ROP
Roper Technologies
+584.5%
1.2% of portfolio
FERG
Ferguson Enterprises
+38.0%
3.7% of portfolio
WSO
Watsco, Inc.
+41.5%
3.0% of portfolio
RYAN
Ryan Specialty Hldngs
+3.4%
4.0% of portfolio

📉 Biggest Sells

KRNT
Kornit Digital
-28.4%
2.1% of portfolio
APH
Amphenol Corp.
-10.6%
6.1% of portfolio
WPM
Wheaton Precious Mtls
-3.9%
12.6% of portfolio
FISV
Fiserv Inc.
-17.7%
1.6% of portfolio
HNM
Ormat Technologies
-7.3%
0.5% of portfolio

Sector Breakdown

Other81.2%
Financial9.3%
Materials4.4%
Healthcare4.2%
Technology0.8%

🚪 Exited Positionssold since Q3 2025

DOX
Amdocs Ltd.
SOLD
$20.2M
OCUL
Ocular Therapeutix
SOLD
$152.0K

Changes from Q3 2025

NEW3 new positions
↑14 increased
↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

WPM12.6%
Wheaton Precious Mtls
$78.6M
APH6.1%
Amphenol Corp.
$38.2M
V5.5%
Visa Inc.
$34.1M
ADI5.4%
Analog Devices
$33.9M
AME4.6%
Ametek Inc.
$28.7M

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