DUDLEY & SHANLEY, INC.

Q1 2026 13F-HR Holdings

Location
Palm Beach, FL
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$611,237
Net value change ($000)
-10,970 (-1.8%)
New positions
4
Sold out positions
0
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XYL 9,659 NEW
FAST 8,123 2830.3%
FSS 6,784 NEW
KAI 6,431 40.9%
KRNT 5,423 41.8%
BMI 4,187 29.0%
WAT 3,490 NEW
ALSN 3,154 19.6%
NXE 2,822 24.8%
SCI 1,669 5.8%
Top Reduces (Value $000, Stocks/ETFs)
WPM -18,390 -23.4%
RYAN -8,466 -34.3%
APH -7,182 -18.8%
ROP -7,062 -90.9%
V -4,728 -13.9%
DHR -4,518 -17.2%
ADI -3,644 -10.7%
ROL -3,012 -11.0%
AON -2,672 -8.5%
PGR -1,954 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type