Titelia

Holdings of DUDLEY & SHANLEY, INC.

30 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 56.1 % of the equity sleeve

Sector breakdown

  • Technology 23.7 %
  • Financials 15.0 %
  • Industrials 9.9 %
  • Health care 6.5 %
  • Materials 5.7 %
  • Utilities 4.7 %
  • Unattributed 34.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US30487.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Amphenol Corp 245,75131.1M $
2Service Corp International/US 367,63330.3M $
3Analog Devices Inc 95,12130.3M $
4AMETEK Inc 139,74630M $
5Visa Inc 97,16629.4M $
6Ecolab Inc 105,00827.9M $
7Rollins Inc 455,73024.3M $
8Ferguson Enterprises Inc 104,17524.3M $
9American Water Works Co Inc 169,04423M $
10Donaldson Co Inc 270,40522.9M $
11Charles Schwab Corp/The 240,93322.6M $
12Kadant Inc 75,73522.1M $
13Danaher Corp 114,88121.8M $
14Watsco Inc 55,69220.3M $
15Allison Transmission Holdings Inc 164,59719.3M $
16Badger Meter Inc 122,15018.6M $
17Ryan Specialty Holdings Inc 480,02116.2M $
18Progressive Corp/The 66,28013.1M $
19Xylem Inc/NY 80,8309.7M $
20Fastenal Co 181,2508.4M $
21Fiserv Inc 143,9238M $
22Federal Signal Corp 62,7306.8M $
23Agilent Technologies Inc 55,2006.3M $
24HEICO Corp 19,5005.3M $
25Microsoft Corp 10,5693.9M $
26Generac Holdings Inc 19,6503.8M $
27Waters Corp 11,7203.5M $
28Ormat Technologies Inc 28,0003.1M $
29Roper Technologies Inc 2,000707.7K $
30Viper Energy Inc 7,700361.8K $