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Filers›Hedge Fund›DUDLEY & SHANLEY, INC.
DOSSIER · 13F-HR · Q1 2026

DUDLEY & SHANLEY, INC.

DUDLEY & SHANLEY's hedge fund based in Stamford, CT — $611M in tracked AUM across 38 positions as of Q1 2026.

D&
DUDLEY & SHANLEY·Stamford, CT·Hedge Fund
CIK 0000883511 · last filed Mar 31, 2026
Total AUM
$611M
▲ 15.1%
vs prior
Holdings
38
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SEC 13F Filing Analysis: Dudley & Shanley, Inc. Report Period: Q4 2025 (Report Date: 2025-12-31)

1. Portfolio Overview

Dudley & Shanley, Inc. has reported a significant transformation in its investment portfolio for the quarter ending December 31, 2025. The firm experienced a substantial increase in assets under management (AUM), with the total portfolio value surging by 217.3%, rising from $196.07M to $622.21M. This dramatic capital infusion coincides with a strategic o...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WPM
Wheaton Precious Mtls
$60M459K9.8%
02
APH
Amphenol Corp.
$31M246K5.1%
03
SCI
Service Corp. Int'l
$30M368K5.0%
04
ADI
Analog Devices
$30M95K5.0%
05
AME
Ametek Inc.
$30M140K4.9%
06
V
Visa Inc.
$29M97K4.8%
07
g0403h108
Aon plc
$29M89K4.7%
08
ECL
Ecolab Inc.
$28M105K4.6%
09
ROL
Rollins, Inc.
$24M456K4.0%
10
FERG
Ferguson Enterprises
$24M104K4.0%

Filing history

Filing history loading…
AI Agent · grounded in DUDLEY
haiku-4-5 · 38 positions indexed
Sector mix
  • Financials21%
  • Health Care6%
  • Cons. Disc.13%
  • Communications13%
  • Energy8%
  • Other39%
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