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DUDLEY & SHANLEY, INC.

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13F filer, CIK 883511, PALM BEACH, FL

DUDLEY & SHANLEY, INC. reported $629,160,693 across 36 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-06. Its ten largest share positions make up 46.38% of the portfolio.

Accepted , ingested 13F-HR 0000883511-26-000006

Period
2026-09-30
Reported value
$629M
Holdings
36
Top 10 weight
46.38%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TYLnew+64,400$20.5M
ROPadded+55,325$19.3M
PGRadded+37,872$7.85M
APHadded+73,377$6.19M
BMIadded+21,600$2.67M

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
ROLexited-495,655-$20.7M
WSOreduced-26,447-$8.01M
Vreduced-12,552-$4.51M
WPMreduced-33,232-$4.44M
AMEreduced-12,488-$3.09M

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 2026

Share positions as resolved from 13F-HR 0000883511-26-000006, largest first. % of portfolio is the value over $629,160,693, 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; 2024Q4: 1,169,040 shares; 2025Q1: 1,011,010 shares; 2025Q2: 763,475 shares; 2025Q3: 695,665 shares; 2025Q4: 668,605 shares; 2026Q1: 459,385 shares; 2026Q2: 454,640 shares; 2026Q3: 421,408 shares 421,408$56.4M8.96%-33,232Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,316 shares; 2025Q1: 139,426 shares; 2025Q2: 139,686 shares; 2025Q3: 139,786 shares; 2025Q4: 139,796 shares; 2026Q1: 139,746 shares; 2026Q2: 139,731 shares; 2026Q3: 127,243 shares 127,243$31.5M5.01%-12,488Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,636 shares; 2025Q1: 97,246 shares; 2025Q2: 97,211 shares; 2025Q3: 97,181 shares; 2025Q4: 97,216 shares; 2026Q1: 97,166 shares; 2026Q2: 96,971 shares; 2026Q3: 84,419 shares 84,419$30.3M4.82%-12,552Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,853 shares; 2025Q1: 104,863 shares; 2025Q2: 104,983 shares; 2025Q3: 104,983 shares; 2025Q4: 105,058 shares; 2026Q1: 105,008 shares; 2026Q2: 104,693 shares; 2026Q3: 99,043 shares 99,043$27.2M4.32%-5,650Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 373,053 shares; 2025Q1: 368,393 shares; 2025Q2: 369,033 shares; 2025Q3: 369,433 shares; 2025Q4: 367,633 shares; 2026Q1: 367,633 shares; 2026Q2: 367,783 shares; 2026Q3: 342,425 shares 342,425$26.1M4.14%-25,358Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438,950 shares; 2025Q1: 438,940 shares; 2025Q2: 428,000 shares; 2025Q3: 316,596 shares; 2025Q4: 282,911 shares; 2026Q1: 245,751 shares; 2026Q2: 234,451 shares; 2026Q3: 307,828 shares 307,828$25.9M4.12%+73,377Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,656 shares; 2025Q1: 122,756 shares; 2025Q2: 122,976 shares; 2025Q3: 124,996 shares; 2025Q4: 125,021 shares; 2026Q1: 95,121 shares; 2026Q2: 67,200 shares; 2026Q3: 64,639 shares 64,639$25.6M4.08%-2,561Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,827 shares; 2025Q1: 88,637 shares; 2025Q2: 88,632 shares; 2025Q3: 88,732 shares; 2025Q4: 88,782 shares; 2026Q1: 88,782 shares; 2026Q2: 88,807 shares; 2026Q3: 85,202 shares 85,202$23.6M3.75%-3,605Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268,750 shares; 2025Q1: 244,965 shares; 2025Q2: 209,185 shares; 2025Q3: 270,585 shares; 2025Q4: 270,405 shares; 2026Q1: 270,405 shares; 2026Q2: 272,330 shares; 2026Q3: 260,170 shares 260,170$22.6M3.6%-12,160Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares; 2026Q1: 181,250 shares; 2026Q2: 472,440 shares; 2026Q3: 454,940 shares 454,940$22.5M3.58%-17,500Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,375 shares; 2025Q1: 101,125 shares; 2025Q2: 75,500 shares; 2025Q3: 75,500 shares; 2025Q4: 104,175 shares; 2026Q1: 104,175 shares; 2026Q2: 104,225 shares; 2026Q3: 100,032 shares 100,032$22.3M3.54%-4,193Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,460 shares; 2025Q1: 84,480 shares; 2025Q2: 64,255 shares; 2025Q3: 64,255 shares; 2025Q4: 66,280 shares; 2026Q1: 66,280 shares; 2026Q2: 66,280 shares; 2026Q3: 104,152 shares 104,152$21.6M3.43%+37,872Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,894 shares; 2025Q1: 161,014 shares; 2025Q2: 161,304 shares; 2025Q3: 169,159 shares; 2025Q4: 169,044 shares; 2026Q1: 169,044 shares; 2026Q2: 169,344 shares; 2026Q3: 160,550 shares 160,550$20.8M3.3%-8,794Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240,383 shares; 2025Q1: 240,563 shares; 2025Q2: 240,963 shares; 2025Q3: 240,863 shares; 2025Q4: 240,933 shares; 2026Q1: 240,933 shares; 2026Q2: 240,933 shares; 2026Q3: 211,965 shares 211,965$20.7M3.29%-28,968Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64,400 shares 64,400$20.5M3.26%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 17,455 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 57,325 shares 57,325$20M3.18%+55,325Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164,097 shares; 2025Q1: 164,247 shares; 2025Q2: 164,547 shares; 2025Q3: 164,547 shares; 2025Q4: 164,597 shares; 2026Q1: 164,597 shares; 2026Q2: 165,037 shares; 2026Q3: 175,274 shares 175,274$19.9M3.16%+10,237Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272,025 shares; 2025Q1: 321,150 shares; 2025Q2: 637,300 shares; 2025Q3: 1,258,895 shares; 2025Q4: 901,960 shares; 2026Q1: 1,254,615 shares; 2026Q2: 1,255,265 shares; 2026Q3: 1,168,545 shares 1,168,545$19.4M3.09%-86,720Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,730 shares; 2026Q2: 169,285 shares; 2026Q3: 174,050 shares 174,050$19.3M3.06%+4,765Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,500 shares; 2025Q1: 32,530 shares; 2025Q2: 55,175 shares; 2025Q3: 55,175 shares; 2025Q4: 55,120 shares; 2026Q1: 75,735 shares; 2026Q2: 75,735 shares; 2026Q3: 72,782 shares 72,782$19M3.03%-2,953Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,830 shares; 2026Q2: 181,050 shares; 2026Q3: 170,310 shares 170,310$17.2M2.74%-10,740Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 461,381 shares; 2025Q1: 461,381 shares; 2025Q2: 462,071 shares; 2025Q3: 461,921 shares; 2025Q4: 477,671 shares; 2026Q1: 480,021 shares; 2026Q2: 465,146 shares; 2026Q3: 465,889 shares 465,889$17.2M2.74%+743Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,257 shares; 2025Q1: 109,342 shares; 2025Q2: 109,552 shares; 2025Q3: 114,941 shares; 2025Q4: 114,881 shares; 2026Q1: 114,881 shares; 2026Q2: 74,024 shares; 2026Q3: 71,195 shares 71,195$15.8M2.51%-2,829Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,403 shares; 2025Q1: 25,428 shares; 2025Q2: 39,833 shares; 2025Q3: 39,370 shares; 2025Q4: 55,692 shares; 2026Q1: 55,692 shares; 2026Q2: 78,012 shares; 2026Q3: 51,565 shares 51,565$15.6M2.48%-26,447Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,236,500 shares; 2025Q1: 1,236,500 shares; 2025Q2: 1,237,000 shares; 2025Q3: 1,235,150 shares; 2025Q4: 1,235,150 shares; 2026Q1: 1,224,500 shares; 2026Q2: 1,225,500 shares; 2026Q3: 1,225,500 shares 1,225,500$11.2M1.78%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,200 shares; 2025Q1: 49,200 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 55,200 shares; 2026Q1: 55,200 shares; 2026Q2: 69,500 shares; 2026Q3: 64,550 shares 64,550$11.1M1.77%-4,950Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,695 shares; 2026Q1: 122,150 shares; 2026Q2: 63,000 shares; 2026Q3: 84,600 shares 84,600$10.5M1.66%+21,600Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,720 shares; 2026Q2: 23,590 shares; 2026Q3: 23,590 shares 23,590$10.4M1.65%0Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,550 shares; 2025Q1: 19,550 shares; 2025Q2: 19,550 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares; 2026Q2: 19,500 shares; 2026Q3: 19,000 shares 19,000$5.76M0.92%-500Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,554 shares; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 10,854 shares; 2025Q4: 10,569 shares; 2026Q1: 10,569 shares; 2026Q2: 10,569 shares; 2026Q3: 10,569 shares 10,569$5.42M0.86%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165,000 shares; 2026Q3: 165,000 shares 165,000$4.71M0.75%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,650 shares; 2025Q1: 19,650 shares; 2025Q2: 19,650 shares; 2025Q3: 19,650 shares; 2025Q4: 19,650 shares; 2026Q1: 19,650 shares; 2026Q2: 16,150 shares; 2026Q3: 16,150 shares 16,150$3.34M0.53%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176,623 shares; 2025Q1: 156,474 shares; 2025Q2: 169,344 shares; 2025Q3: 174,921 shares; 2025Q4: 143,923 shares; 2026Q1: 143,923 shares; 2026Q2: 110,558 shares; 2026Q3: 62,449 shares 62,449$2.82M0.45%-48,109Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,900 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,200 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 26,100 shares; 2026Q3: 26,100 shares 26,100$2.39M0.38%0Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares; 2026Q3: 7,700 shares 7,700$307K0.05%0Timeline
SASKFATHA ENERGY CORP (CANADA)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,500 shares; 2026Q2: 74,500 shares; 2026Q3: 118,000 shares 118,000$79.8K0.01%+43,500Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
ROLROLLINS INC495,655$20.7Mshares
STLNFSTALLION URANIUM CORP COM NEW180,000$25.4Kshares

How Q3 2026 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 0000883511-26-000006 base2026-10-06