DUDLEY & SHANLEY, INC.
CIK 883511 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- WPM7.71%
- APH6.24%
- AME5.10%
- V5.02%
- WSO4.91%
- AON4.45%
- ECL4.40%
- SCI4.22%
- ADI4.03%
- FERG3.73%
Share classes counted separately49.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FSSWeight increased · +2.17 pp1.11% → 3.28%Shares +106.56K (+169.86%)
- WPMWeight decreased · -2.14 pp9.85% → 7.71%Shares -4.75K (-1.03%)
- FASTWeight increased · +2.05 pp1.38% → 3.43%Shares +291.19K (+160.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WPMWHEATON PRECIOUS METALS CORP View history and evidence | $51.07M | 7.71% | 454.64K shares | 9.85% → 7.71%-2.14 pp -4.75K (-1.03%) | Reduced | ▾ |
| 02 | APHAMPHENOL CORP-CL A View history and evidence | $41.34M | 6.24% | 234.45K shares | 5.08% → 6.24%+1.16 pp -11.30K (-4.60%) | Reduced | ▾ |
| 03 | AMEAMETEK INC View history and evidence | $33.81M | 5.10% | 139.73K shares | 4.90% → 5.10%+0.20 pp -15 (-0.01%) | Reduced | ▾ |
| 04 | VVISA INC-CLASS A SHARES View history and evidence | $33.27M | 5.02% | 96.97K shares | 4.80% → 5.02%+0.22 pp -195 (-0.20%) | Reduced | ▾ |
| 05 | WSOWATSCO INC View history and evidence | $32.51M | 4.91% | 78.01K shares | 3.31% → 4.91%+1.60 pp +22.32K (+40.08%) | Added | ▾ |
| 06 | AONAON PLC-CLASS A View history and evidence | $29.46M | 4.45% | 88.81K shares | 4.69% → 4.45%-0.24 pp +25 (+0.03%) | Added | ▾ |
| 07 | ECLECOLAB INC View history and evidence | $29.17M | 4.40% | 104.69K shares | 4.57% → 4.40%-0.17 pp -315 (-0.30%) | Reduced | ▾ |
| 08 | SCISERVICE CORP INTERNATIONAL View history and evidence | $27.94M | 4.22% | 367.78K shares | 4.96% → 4.22%-0.74 pp +150 (+0.04%) | Added | ▾ |
| 09 | ADIANALOG DEVICES INC View history and evidence | $26.69M | 4.03% | 67.20K shares | 4.95% → 4.03%-0.92 pp -27.92K (-29.35%) | Reduced | ▾ |
| 10 | FERGFERGUSON ENTERPRISES INC View history and evidence | $24.74M | 3.73% | 104.22K shares | 3.98% → 3.73%-0.25 pp +50 (+0.05%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PHO INVESCO WATER RESOURCES ETF | Non-derivative | -32,780 | -$2.19M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 883511 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 662286267
}Research all 37 reported holdings.
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