DUDLEY & SHANLEY, LLC
130 MAPLE AVENUE, RED BANK, New Jersey, 07701, (732) 936-1030
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 34 |
| New Positions | 2 |
| Increased Positions | 16 |
| Decreased Positions | 16 |
| Positions with Activity | 32 |
| Sold Out Positions | 4 |
| Total Mkt Value (in $ millions) |
429 |
Sector Weighting
| Basic Materials | 4.43% |
| Capital Goods | 18.38% |
| Conglomerates | |
| Consumer Cyclical | 5.18% |
| Consumer/Non-Cyclical | 4.38% |
| Energy | 11.93% |
| Financial | 1.31% |
| Healthcare | 4.79% |
| Services | 5% |
| Technology | 44.46% |
| Transportation | 0.14% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
34 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BEACON ROOFING SUPPLY INC | COM | 29,743 | -946 | (3.08) | 735,850 |
| ADOBE SYS INC | COM | 26,271 | -239 | (0.9) | 593,150 |
| TOLL BROTHERS INC | COM | 25,034 | -77 | (0.31) | 683,800 |
| LINEAR TECHNOLOGY CORP | COM | 23,127 | -32 | (0.14) | 613,295 |
| FISERV INC | COM | 22,810 | -875 | (3.69) | 252,875 |
| ENERSYS | COM | 22,784 | -11 | (0.05) | 456,495 |
| PACCAR INC | COM | 22,198 | 2,436 | 12.33 | 406,850 |
| INTEL CORP | COM | 21,995 | 4,979 | 29.26 | 913,430 |
| SM ENERGY CO | COM | 21,662 | 504 | 2.38 | 335,170 |
| ROBERT HALF INTL INC | COM | 20,833 | -308 | (1.46) | 585,525 |
| SCHEIN HENRY INC | COM | 20,518 | -963 | (4.48) | 215,300 |
| WATERS CORP | COM | 20,503 | 3 | .01 | 210,221 |
| METTLER TOLEDO INTERNATIONAL | COM | 19,286 | -642 | (3.22) | 86,440 |
| POLYPORE INTL INC | COM | 18,986 | 2 | .01 | 462,850 |
| ECOLAB INC | COM | 18,796 | 40 | .21 | 213,400 |
| INTUIT | COM | 17,656 | 30 | .17 | 296,050 |
| ANADARKO PETE CORP | COM | 15,255 | 27 | .18 | 167,210 |
| SOLERA HOLDINGS INC | COM | 14,569 | 34 | .23 | 256,900 |
| SCHLUMBERGER LTD | COM | 14,001 | 1,405 | 11.16 | 180,850 |
| HOVNANIAN ENTERPRISES INC | CL A | 12,045 | 11 | .09 | 2,000,800 |
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