test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GNRCGenerac Holdings
Recent Activity
Decreased -17.95%
0.48%
$3.047M
19,650 shares@ $155.05 avg price
PHOInvesco Water Etf
Recent Activity
0.34%
$2.157M
32,780 shares@ $65.79 avg price
ORAOrmat Technologies
Recent Activity
0.33%
$2.093M
30,900 shares@ $67.72 avg price
ROPRoper Technologies
Recent Activity
0.21%
$1.326M
2,550 shares@ $519.85 avg price
ENPHEnphase Energy, Inc.
Recent Activity
0.08%
$467,024
6,800 shares@ $68.68 avg price
OCULOcular Therapeutix
Recent Activity
0.03%
$138,348
16,200 shares@ $8.54 avg price
SASKFAtha Energy Corp.
Recent Activity
0.01%
$7,399
19,000 shares@ $0.39 avg price