Dudley & Shanley, Inc.
Annual return '25
+8.8%
SPY '25
+17.7%
Alpha
-8.9ptsvs SPY
Invested
$611.2M
Holdings
37
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WPM
Wheaton Precious Mtls
Q1 2026: Exited (was 871.6k shares)
9.8%
02
$APH
Amphenol Corp.
Q1 2026: Exited (was 282.9k shares)
5.1%
03
$SCI
Service Corp. Int'l
Q1 2026: Exited (was 367.6k shares)
5.0%
04
$ADI
Analog Devices
Q1 2026: Exited (was 125.0k shares)
5.0%
05
$AME
Ametek Inc.
Q1 2026: Exited (was 139.8k shares)
4.9%
06
$V
Visa Inc.
Q1 2026: Exited (was 97.2k shares)
4.8%
07
$AON
Aon plc
Q1 2026: Exited (was 88.8k shares)
4.7%
08
$ECL
Ecolab Inc.
Q1 2026: Exited (was 105.1k shares)
4.6%
09
$ROL
Rollins, Inc.
Q1 2026: Exited (was 455.7k shares)
4.0%
10
$FERG
Ferguson Enterprises
Q1 2026: Exited (was 104.2k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:56 UTC.