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DUDLEY & SHANLEY, INC.

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13F filer, CIK 883511, PALM BEACH, FL

DUDLEY & SHANLEY, INC. reported $621,510,780 across 32 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 56.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000883511-25-000008

Period
2025-09-30
Reported value
$622M
Holdings
32
Top 10 weight
56.49%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KRNTadded+621,595$8.39M
DCIadded+61,400$5.03M
AWKadded+7,855$1.09M
DHRadded+5,389$1.07M
FISVadded+5,577$719K

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
FELEexited-173,991-$15.6M
APHreduced-111,404-$13.8M
WPMreduced-67,810-$7.58M
GRIDexited-46,900-$6.52M
AVTRexited-131,000-$1.76M

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, Q3 2025

Share positions as resolved from 13F-HR 0000883511-25-000008, largest first. % of portfolio is the value over $621,510,780, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,169,040 shares; 2025Q1: 1,011,010 shares; 2025Q2: 763,475 shares; 2025Q3: 695,665 shares 695,665$77.8M12.52%-67,810Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 438,950 shares; 2025Q1: 438,940 shares; 2025Q2: 428,000 shares; 2025Q3: 316,596 shares 316,596$39.2M6.3%-111,404Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,636 shares; 2025Q1: 97,246 shares; 2025Q2: 97,211 shares; 2025Q3: 97,181 shares 97,181$33.2M5.34%-30Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,827 shares; 2025Q1: 88,637 shares; 2025Q2: 88,632 shares; 2025Q3: 88,732 shares 88,732$31.6M5.09%+100Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373,053 shares; 2025Q1: 368,393 shares; 2025Q2: 369,033 shares; 2025Q3: 369,433 shares 369,433$30.7M4.95%+400Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,656 shares; 2025Q1: 122,756 shares; 2025Q2: 122,976 shares; 2025Q3: 124,996 shares 124,996$30.7M4.94%+2,020Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,853 shares; 2025Q1: 104,863 shares; 2025Q2: 104,983 shares; 2025Q3: 104,983 shares 104,983$28.8M4.63%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455,750 shares; 2025Q1: 456,100 shares; 2025Q2: 456,900 shares; 2025Q3: 455,650 shares 455,650$26.8M4.31%-1,250Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,316 shares; 2025Q1: 139,426 shares; 2025Q2: 139,686 shares; 2025Q3: 139,786 shares 139,786$26.3M4.23%+100Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461,381 shares; 2025Q1: 461,381 shares; 2025Q2: 462,071 shares; 2025Q3: 461,921 shares 461,921$26M4.19%-150Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,894 shares; 2025Q1: 161,014 shares; 2025Q2: 161,304 shares; 2025Q3: 169,159 shares 169,159$23.5M3.79%+7,855Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,383 shares; 2025Q1: 240,563 shares; 2025Q2: 240,963 shares; 2025Q3: 240,863 shares 240,863$23M3.7%-100Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,257 shares; 2025Q1: 109,342 shares; 2025Q2: 109,552 shares; 2025Q3: 114,941 shares 114,941$22.8M3.67%+5,389Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,623 shares; 2025Q1: 156,474 shares; 2025Q2: 169,344 shares; 2025Q3: 174,921 shares 174,921$22.6M3.63%+5,577Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,750 shares; 2025Q1: 244,965 shares; 2025Q2: 209,185 shares; 2025Q3: 270,585 shares 270,585$22.1M3.56%+61,400Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,381 shares; 2025Q1: 245,411 shares; 2025Q2: 245,901 shares; 2025Q3: 246,539 shares 246,539$20.2M3.25%+638Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,025 shares; 2025Q1: 321,150 shares; 2025Q2: 637,300 shares; 2025Q3: 1,258,895 shares 1,258,895$17M2.73%+621,595Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,375 shares; 2025Q1: 101,125 shares; 2025Q2: 75,500 shares; 2025Q3: 75,500 shares 75,500$17M2.73%0Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,500 shares; 2025Q1: 32,530 shares; 2025Q2: 55,175 shares; 2025Q3: 55,175 shares 55,175$16.4M2.64%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,403 shares; 2025Q1: 25,428 shares; 2025Q2: 39,833 shares; 2025Q3: 39,370 shares 39,370$15.9M2.56%-463Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,460 shares; 2025Q1: 84,480 shares; 2025Q2: 64,255 shares; 2025Q3: 64,255 shares 64,255$15.9M2.55%0Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,097 shares; 2025Q1: 164,247 shares; 2025Q2: 164,547 shares; 2025Q3: 164,547 shares 164,547$14M2.25%0Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236,500 shares; 2025Q1: 1,236,500 shares; 2025Q2: 1,237,000 shares; 2025Q3: 1,235,150 shares 1,235,150$11.1M1.78%-1,850Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,200 shares; 2025Q1: 49,200 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares 55,200$7.08M1.14%0Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,550 shares; 2025Q1: 19,550 shares; 2025Q2: 19,550 shares; 2025Q3: 19,500 shares 19,500$6.29M1.01%-50Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,554 shares; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 10,854 shares 10,854$5.62M0.9%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,650 shares; 2025Q1: 19,650 shares; 2025Q2: 19,650 shares; 2025Q3: 19,650 shares 19,650$3.29M0.53%0Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,900 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,200 shares 30,200$2.91M0.47%+200Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,780 shares; 2025Q1: 32,780 shares; 2025Q2: 32,780 shares; 2025Q3: 32,780 shares 32,780$2.36M0.38%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550$1.27M0.2%0Timeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,200 shares; 2025Q1: 16,200 shares; 2025Q2: 16,400 shares; 2025Q3: 13,000 shares 13,000$152K0.02%-3,400Timeline
STLNFSTALLION URANIUM CORP COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares 30,000$9.6K<0.01%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FELEFRANKLIN ELEC INC173,991$15.6Mshares
GRIDFIRST TR EXCHANGE-TRADED FD46,900$6.52Mshares
AVTRAVANTOR INC131,000$1.76Mshares
ENPHENPHASE ENERGY INC13,600$539Kshares
SASKFATHA ENERGY CORP (CANADA)19,000$8.49Kshares

How Q3 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 0000883511-25-000008 base2025-10-08acceptance time not in the bulk data set