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DUDLEY & SHANLEY, INC.

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13F filer, CIK 883511, PALM BEACH, FL

DUDLEY & SHANLEY, INC. reported $636,817,757 across 36 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-09. Its ten largest share positions make up 55.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000883511-25-000006

Period
2025-06-30
Reported value
$637M
Holdings
36
Top 10 weight
55.11%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KAIadded+22,645$7.19M
WSOadded+14,405$6.36M
KRNTadded+316,150$6.29M
FISVadded+12,870$2.22M
Aadded+6,000$708K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WPMreduced-247,535-$22.2M
AVTRreduced-1,060,617-$14.3M
FERGreduced-25,625-$5.58M
PGRreduced-20,225-$5.4M
DCIreduced-35,780-$2.48M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000883511-25-000006, largest first. % of portfolio is the value over $636,817,757, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,169,040 shares; 2025Q1: 1,011,010 shares; 2025Q2: 763,475 shares 763,475$68.6M10.77%-247,535Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 438,950 shares; 2025Q1: 438,940 shares; 2025Q2: 428,000 shares 428,000$42.3M6.64%-10,940Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,636 shares; 2025Q1: 97,246 shares; 2025Q2: 97,211 shares 97,211$34.5M5.42%-35Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,827 shares; 2025Q1: 88,637 shares; 2025Q2: 88,632 shares 88,632$31.6M4.97%-5Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461,381 shares; 2025Q1: 461,381 shares; 2025Q2: 462,071 shares 462,071$31.4M4.93%+690Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373,053 shares; 2025Q1: 368,393 shares; 2025Q2: 369,033 shares 369,033$30M4.72%+640Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,656 shares; 2025Q1: 122,756 shares; 2025Q2: 122,976 shares 122,976$29.3M4.6%+220Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,623 shares; 2025Q1: 156,474 shares; 2025Q2: 169,344 shares 169,344$29.2M4.58%+12,870Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,853 shares; 2025Q1: 104,863 shares; 2025Q2: 104,983 shares 104,983$28.3M4.44%+120Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455,750 shares; 2025Q1: 456,100 shares; 2025Q2: 456,900 shares 456,900$25.8M4.05%+800Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,316 shares; 2025Q1: 139,426 shares; 2025Q2: 139,686 shares 139,686$25.3M3.97%+260Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,894 shares; 2025Q1: 161,014 shares; 2025Q2: 161,304 shares 161,304$22.4M3.52%+290Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,381 shares; 2025Q1: 245,411 shares; 2025Q2: 245,901 shares 245,901$22.4M3.52%+490Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,383 shares; 2025Q1: 240,563 shares; 2025Q2: 240,963 shares 240,963$22M3.45%+400Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,257 shares; 2025Q1: 109,342 shares; 2025Q2: 109,552 shares 109,552$21.6M3.4%+210Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,403 shares; 2025Q1: 25,428 shares; 2025Q2: 39,833 shares 39,833$17.6M2.76%+14,405Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,500 shares; 2025Q1: 32,530 shares; 2025Q2: 55,175 shares 55,175$17.5M2.75%+22,645Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,460 shares; 2025Q1: 84,480 shares; 2025Q2: 64,255 shares 64,255$17.1M2.69%-20,225Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,375 shares; 2025Q1: 101,125 shares; 2025Q2: 75,500 shares 75,500$16.4M2.58%-25,625Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,097 shares; 2025Q1: 164,247 shares; 2025Q2: 164,547 shares 164,547$15.6M2.45%+300Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,361 shares; 2025Q1: 175,311 shares; 2025Q2: 173,991 shares 173,991$15.6M2.45%-1,320Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,750 shares; 2025Q1: 244,965 shares; 2025Q2: 209,185 shares 209,185$14.5M2.28%-35,780Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,025 shares; 2025Q1: 321,150 shares; 2025Q2: 637,300 shares 637,300$12.7M1.99%+316,150Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236,500 shares; 2025Q1: 1,236,500 shares; 2025Q2: 1,237,000 shares 1,237,000$8.58M1.35%+500Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,900 shares; 2025Q1: 46,900 shares; 2025Q2: 46,900 shares 46,900$6.52M1.02%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,200 shares; 2025Q1: 49,200 shares; 2025Q2: 55,200 shares 55,200$6.51M1.02%+6,000Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,550 shares; 2025Q1: 19,550 shares; 2025Q2: 19,550 shares 19,550$6.41M1.01%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,554 shares; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares 10,854$5.4M0.85%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,650 shares; 2025Q1: 19,650 shares; 2025Q2: 19,650 shares 19,650$2.81M0.44%0Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,900 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000$2.51M0.39%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,780 shares; 2025Q1: 32,780 shares; 2025Q2: 32,780 shares 32,780$2.29M0.36%0Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086,127 shares; 2025Q1: 1,191,617 shares; 2025Q2: 131,000 shares 131,000$1.76M0.28%-1,060,617Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares 2,550$1.45M0.23%0Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 13,600 shares 13,600$539K0.08%+6,800Timeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,200 shares; 2025Q1: 16,200 shares; 2025Q2: 16,400 shares 16,400$152K0.02%+200Timeline
SASKFATHA ENERGY CORP (CANADA)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares 19,000$8.49K<0.01%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000883511-25-000006 base2025-07-09acceptance time not in the bulk data set