Managers / Q4 2023 · view latest →
DUDLEY & SHANLEY, INC.
CIK 0000883511 · 205 WORTH AVENUE, #311, PALM BEACH, FL, 33480 · 5618554742
Reported Value
$561M
Q4 2023
Positions
35
Filings on Record
32
2019–present window
Filed
Jan 12, 2024
original filing
Summary
Dudley & Shanley, Inc. reported $561M in U.S.-listed holdings across 35 positions for Q4 2023.
Its largest position, WPM, represents 9.4% of the portfolio.
Compared with Q3 2023, the fund opened 1 new position and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $662M | 38 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $611M | 38 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $622M | 34 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $622M | 33 | Oct 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $637M | 37 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $635M | 37 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $648M | 38 | Jan 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $582M | 37 | Jul 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $593M | 37 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $561M | 35 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $529M | 37 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $554M | 38 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $521M | 37 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $443.9B | 34 | Jan 18, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $357M | 28 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $446M | 34 | Jul 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $538M | 34 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $578M | 37 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $569M | 32 | Nov 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $606M | 32 | Jul 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $579M | 31 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $543M | 30 | Jan 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $412M | 30 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $361M | 23 | Jul 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $398M | 26 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $443M | 24 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $405M | 24 | Oct 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $414M | 26 | Jul 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $386M | 27 | Apr 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $400M | 31 | Jan 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.