DUDLEY & SHANLEY, INC.

CIK 0000883511 · Q2 2026

13F Equity AUM

$662.3M

+8.3% QoQ

Positions

-37 QoQ

AUM Rank

#4,224

Top 34%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,707 · Top 57%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 29.0%Top 10: 49.8%Top 20: 82.8%

WPM7.7%

APH6.2%

AME5.1%

V5.0%

WSO4.9%

AON4.5%

ECL4.4%

SCI4.2%

ADI4.0%

FERG3.7%

Others (27)50.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 37Median: 3.08%Avg: 2.70%

0–0.5%

5(0.6%)

0.5–1%

4(2.7%)

1–3%

9(16.7%)

3–5%

15(55.9%)

5%+

4(24.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 37vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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