Frank E. Shanley
@Dudley & Shanley, Inc.
Latest period2024 - Q4ReportedManaged Assets$647.563MTotal holdings37
Assets growth rate1.23%Assets growth rate (2-Q avg)5.59%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Dudley & Shanley, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.
Assets under management
The assets under management (AUM) of Dudley & Shanley, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 647.563M in assets, with a quarterly growth rate of 1.23% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Frank E. Shanley, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WPMWheaton Precious Mtls
| 10.16% | $65.747M 1.169M shares@ $56.25 avg price | Decreased -7.3% |
FIFiserv Inc.
| 5.61% | $36.282M 176,623 shares@ $205.43 avg price | Decreased -12.06% |
AONAon Plc
| 5.21% | $33.699M 93,827 shares@ $359.16 avg price | Decreased -4.68% |
VVisa Inc.
| 4.77% | $30.857M 97,636 shares@ $316.04 avg price | Decreased -0.05% |
SCIService Corp. Int'l
| 4.6% | $29.777M 373,053 shares@ $79.82 avg price | Decreased -2.16% |
RYANRyan Specialty Hldngs
| 4.58% | $29.602M 461,381 shares@ $64.17 avg price | Decreased -0.05% |
WSTWest Pharm Svcs Inc
| 3.98% | $25.766M 78,661 shares@ $327.56 avg price | Decreased -3.04% |
AMEAmetek Inc.
| 3.88% | $25.113M 139,316 shares@ $180.26 avg price | Decreased -0.08% |
ECLEcolab Inc.
| 3.8% | $24.569M 104,853 shares@ $234.33 avg price | Decreased -0.09% |
PGRProgressive Corp.
| 3.13% | $20.237M 84,460 shares@ $239.62 avg price | Decreased -0.05% |