Dudley & Shanley 13F-HRQuarterly holdings report by institutional manager

Filed: 12 Jul 21, 4:44pm

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ABM Industries	COM	000957100	25,214	568,517	SH		SOLE		568,517	0	0
Allison Transmission	COM	01973R101	14,683	369,470	SH		SOLE		369,470	0	0
Ametek Inc.	COM	031100100	2,273	17,024	SH		SOLE		17,024	0	0
Aon plc	COM	g0403h108	30,453	127,548	SH		SOLE		127,548	0	0
Avantor Inc.	COM	05352A100	33,046	930,600	SH		SOLE		930,600	0	0
Ball Corp.	COM	058498106	28,235	348,495	SH		SOLE		348,495	0	0
Bristol-Myers Squibb	COM	110122108	39,758	595,000	SH		SOLE		595,000	0	0
Callaway Golf Co.	COM	131193104	381	11,300	SH		SOLE		11,300	0	0
Covetrus, Inc.	COM	22304C100	14,667	543,225	SH		SOLE		543,225	0	0
Danaher Corp.	COM	235851102	23,589	87,900	SH		SOLE		87,900	0	0
Ecolab Inc.	COM	278865100	24,487	118,887	SH		SOLE		118,887	0	0
Fiserv Inc.	COM	337738108	28,872	270,106	SH		SOLE		270,106	0	0
FleetCor Tech.	COM	339041105	26,687	104,220	SH		SOLE		104,220	0	0
IShares CORE SP500	COM	464287200	814	1,893	SH		SOLE		1,893	0	0
IShares Edge Qlt ETF	COM	46432F339	533	4,012	SH		SOLE		4,012	0	0
Iridium Comm.	COM	46269C102	28,461	711,695	SH		SOLE		711,695	0	0
Leidos Holdings	COM	525327102	27,596	272,955	SH		SOLE		272,955	0	0
Leslie's Inc.	COM	527064109	364	13,250	SH		SOLE		13,250	0	0
Medtronic plc	COM	g5960l103	30,329	244,335	SH		SOLE		244,335	0	0
Microsoft Corp.	COM	594918104	5,949	21,959	SH		SOLE		21,959	0	0
NexGen Energy Ltd.	COM	65340P106	5,089	1,235,500	SH		SOLE		1,235,500	0	0
Pfizer, Inc.	COM	717081103	235	6,000	SH		SOLE		6,000	0	0
Progressive Corp.	COM	743315103	24,647	250,960	SH		SOLE		250,960	0	0
Roper Technologies	COM	776696106	1,199	2,550	SH		SOLE		2,550	0	0
Science App Int'l Corp.	COM	808625107	18,629	212,345	SH		SOLE		212,345	0	0
Service Corp. Int'l	COM	817565104	28,717	535,863	SH		SOLE		535,863	0	0
Terminix Global	COM	88087E100	25,259	529,432	SH		SOLE		529,432	0	0
The TJX Companies	COM	872540109	32,426	480,957	SH		SOLE		480,957	0	0
The Travelers Co., Inc.	COM	89417E109	8,788	58,700	SH		SOLE		58,700	0	0
Wabtec Corp.	COM	929740108	5,152	62,600	SH		SOLE		62,600	0	0
Wheaton Precious Mtls	COM	962879102	18,472	419,150	SH		SOLE		419,150	0	0
Wheaton Precious Mtls	COM	962879102	51,257	1,163,075	SH		SOLE		1,163,075	0	0

We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.