DUDLEY & SHANLEY, LLC Information

205 WORTH AVENUE, PALM BEACH, Florida, 33480, (561) 855-4742

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 1
Increased Positions 18
Decreased Positions 8
Positions with Activity 26
Sold Out Positions 1
Total Mkt Value (in $ millions) 500

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

Sector Weighting

Basic Materials
Capital Goods 31.73%
Conglomerates
Consumer Cyclical 5.79%
Consumer/Non-Cyclical 4.54%
Energy 1.93%
Financial 11.7%
Healthcare
Services 8.15%
Technology 26.1%
Transportation 10.05%
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AON PLC SHS CL A 32,236 440 1.39 329,475
LINEAR TECHNOLOGY CORP COM 29,120 429 1.49 631,665
PACCAR INC COM 28,977 2,277 8.53 438,120
U S G CORP COM NEW 27,965 850 3.14 996,600
KNIGHT TRANSN INC COM 27,923 470 1.71 887,850
BEACON ROOFING SUPPLY INC COM 26,436 1,763 7.15 857,200
TOLL BROTHERS INC COM 25,778 110 .43 700,490
QUANTA SVCS INC COM 25,373 4,115 19.36 866,550
METLIFE INC COM 25,036 6,634 36.05 494,200
XYLEM INC COM 24,695 5,706 30.05 693,100
ENERSYS COM 23,945 2,506 11.69 350,745
ROBERT HALF INTL INC COM 23,585 -201 (0.85) 413,055
ECOLAB INC COM 22,718 3,218 16.50 196,540
CSX CORP COM 22,384 314 1.42 603,025
FISERV INC COM 22,370 -5,775 (20.52) 282,200
FASTENAL CO COM 21,870 2,288 11.68 525,350
INTEL CORP COM 21,658 -53 (0.25) 675,140
ABM INDS INC COM 16,973 8,732 105.95 531,250
METTLER TOLEDO INTERNATIONAL COM 15,903 -10,243 (39.18) 49,380
WATERS CORP COM 14,811 -9,621 (39.38) 119,890


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