Dudley & Shanley Inc

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Dudley & Shanley Inc
CRD #157515
SEC #801-72572
CIK #0000883511
AUM $610.8 MM (2023-03-17)
Employees 5 (60% Investors, 0% Brokers)
Phone561-855-4742
Address205 Worth Avenue
Palm Beach, FL 33480-4618
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
80064048032016002010201420192024
CIK Period
0000883511
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Wheaton Precious Metals Corp 17,101.8 68.4
Aon Corp 56,421.9 34.9
Progressive Corp/Oh/ 67,509.2 31.5
Iridium Communications Inc 4,792.0 30.0
Fiserv Inc 58,576.2 28.0
Service Corporation International 10,867.1 27.2
VISA Inc 419,260.5 22.8
Danaher Corp /DE/ 183,136.1 22.7
Avantor Inc 19,298.9 22.4
Allison Transmission Holdings Inc 3,753.5 19.1
Ryan Specialty Group Holdings Inc 4,208.0 18.8
American Water Works Company Inc 26,372.4 18.8
Ametek INC/ 25,427.8 18.8
TJX Companies Inc /DE/ 67,345.6 18.2
Amphenol Corp /DE/ 38,646.8 18.2
Amdocs Ltd 10,236.3 18.2
Ecolab Inc 43,790.9 17.6
ABM Industries Inc /DE/ 2,871.2 17.4
Franklin Electric Co Inc 3,369.3 12.6
West Pharmaceutical Services Inc 21,960.5 10.2
Watsco Inc 9,288.7 8.1
Westinghouse Air Brake Technologies Corp 15,282.1 8.0
Analog Devices Inc 77,186.0 7.0
Nexgen Energy Ltd 1,869.5 4.7
Microsoft Corp 1,918,222.4 3.8
Generac Holdings Inc 13,852.4 2.1
Ormat Technologies Inc 4,053.4 1.8
Kadant Inc 2,147.9 1.4
 
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Canisteo Fund LLC 2012-02-23 117.4
Other Greenfield Fund LP 2012-02-23 24.4
Other Greenhouse Associates LLC 2012-02-23 84.8
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 41 335.6
(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 3 226.7
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 48.6
(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 47 610.8
By Discretionary
Discretionary 47 610.8
Non-Discretionary 0 0.0
Total 47 610.8
By Non-United States Persons
Non-United States Persons 4.7
United States Persons 606.1
Total 47 610.8
EDGAR Form CIK 2011 - 2023
13F-HR [0000883511]
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