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| Happy Holidays!! thanks for using AUM13F!! |
| Dudley & Shanley Inc
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| CRD # | 157515 |
| SEC # | 801-72572 |
| CIK # | 0000883511 |
| AUM | $713.0 M (2025-03-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-855-4742 |
| Address | 205 Worth Avenue Palm Beach, FL 33480-4618 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000883511 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wheaton Precious Metals Corp | 68.6 | ||
| Amphenol Corp /DE/ | 42.3 | ||
| VISA Inc | 34.5 | ||
| Aon Corp | 31.6 | ||
| Ryan Specialty Group Holdings Inc | 31.4 | ||
| Service Corporation International | 30.0 | ||
| Analog Devices Inc | 29.3 | ||
| Fiserv Inc | 29.2 | ||
| Ecolab Inc | 28.3 | ||
| Rollins Inc | 25.8 | ||
| Ametek INC/ | 25.3 | ||
| American Water Works Company Inc | 22.4 | ||
| Amdocs Ltd | 22.4 | ||
| Schwab Charles Corp | 22.0 | ||
| Danaher Corp /DE/ | 21.6 | ||
| Watsco Inc | 17.6 | ||
| Kadant Inc | 17.5 | ||
| Progressive Corp/Oh/ | 17.1 | ||
| Ferguson Enterprises Inc /DE/ | 16.4 | ||
| Allison Transmission Holdings Inc | 15.6 | ||
| Franklin Electric Co Inc | 15.6 | ||
| Donaldson Co Inc | 14.5 | ||
| Kornit Digital Ltd | 12.7 | ||
| Nexgen Energy Ltd | 8.6 | ||
| Agilent Technologies Inc | 6.5 | ||
| Heico Corp | 6.4 | ||
| Microsoft Corp | 5.4 | ||
| Generac Holdings Inc | 2.8 | ||
| Ormat Technologies Inc | 2.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Canisteo Fund LLC | 2012-02-23 | 125.8 | |
| Other | Greenfield Fund LP | 2012-02-23 | 21.3 | |
| Other | Greenhouse Associates LLC | 2012-02-23 | 103.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 43 | 403.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 250.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 59.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 713.0 |
| By Discretionary | ||
| Discretionary | 49 | 713.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 713.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.2 | |
| United States Persons | 706.8 | |
| Total | 49 | 713.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000883511] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Skylands Capital LLC
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|
WI | 0.7 |
|
Advisory Research Inc
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|
IL | 0.7 |
|
Chesapeake Asset Management LLC
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|
NY | 0.7 |
|
Summit Street Capital Management LLC
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NY | 0.7 |
|
Insight Advisors LLC
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|
PA | 0.7 |
|
New Legacy Group LLC
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|
NY | 0.7 |
|
PCJ Investment Counsel Ltd
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|
0.7 | |
|
P/E Global LLC
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|
MA | 0.7 |
|
Ocean Endowment Partners LLC
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|
0.7 | |
|
ABRA Capital Management LP
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|
CA | 0.7 |