DUDLEY & SHANLEY, LLC Information

130 MAPLE AVENUE, RED BANK, New Jersey, 07701-1729, (732) 936-1030

Report Date: 06/30/2014

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 13
Decreased Positions 14
Positions with Activity 27
Sold Out Positions 3
Total Mkt Value (in $ millions) 493

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 27.46%
Conglomerates
Consumer Cyclical 5.01%
Consumer/Non-Cyclical 4.11%
Energy 4.98%
Financial 6.12%
Healthcare
Services 6.06%
Technology 37.18%
Transportation 9.01%
Utilities

29 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 32,454 -80 (0.25) 927,800
ROBERT HALF INTL INC COM 29,880 -66 (0.22) 590,625
AON PLC SHS CL A 29,083 -23 (0.08) 334,325
LINEAR TECHNOLOGY CORP COM 28,643 72 .25 633,965
QUANTA SVCS INC COM 27,488 52 .19 743,325
CSX CORP COM 25,428 86 .34 786,275
PACCAR INC COM 24,722 -18 (0.07) 414,450
FISERV INC COM 24,519 -39 (0.16) 376,350
TOLL BROTHERS INC COM 24,227 19 .08 717,840
INTUIT COM 24,199 New 287,020
SM ENERGY CO COM 23,926 210 .89 272,850
METTLER TOLEDO INTERNATIONAL COM 22,587 174 .78 84,535
FASTENAL CO COM 22,073 37 .17 482,150
WATERS CORP COM 21,621 -132 (0.61) 212,871
U S G CORP COM NEW 21,344 6,824 47.00 718,400
ECOLAB INC COM 20,281 -58 (0.29) 173,800
BEACON ROOFING SUPPLY INC COM 19,513 -116 (0.59) 729,190
KNIGHT TRANSN INC COM 19,037 19,037 New 717,300
SOLERA HOLDINGS INC COM 17,204 102 .60 291,700
XYLEM INC COM 12,637 12,637 New 337,900


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