Dudley & Shanley, Inc. Buys Amphenol Corp, Visa Inc, Ryan Specialty Group Holdings Inc, ...

insider
4 min read
0
In this article:

Investment company Dudley & Shanley, Inc. (Current Portfolio) buys Amphenol Corp, Visa Inc, Ryan Specialty Group Holdings Inc, Ormat Technologies Inc, Brigham Minerals Inc, sells Bristol-Myers Squibb Co, Fleetcor Technologies Inc, Covetrus Inc, Leslies Inc, Callaway Golf Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Dudley & Shanley, Inc.. As of 2021Q4, Dudley & Shanley, Inc. owns 36 stocks with a total value of $578 million. These are the details of the buys and sells.

  • New Purchases: APH, V, RYAN, ORA, MNRL, KAI, HEI, KRNT,

  • Added Positions: ALSN,

  • Reduced Positions: BMY, FLT, LDOS, WPM, AON, MDT, AVTR, ABM, IRDM, BLL, SCI, ECL, DHR, FISV, PGR, TJX, SAIC,

  • Sold Out: CVET, LESL, ELY,


For the details of DUDLEY & SHANLEY, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/dudley+%26+shanley%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of DUDLEY & SHANLEY, INC.

  1. Wheaton Precious Metals Corp (WPM) - 1,477,920 shares, 10.98% of the total portfolio. Shares reduced by 2.16%

  2. Avantor Inc (AVTR) - 867,215 shares, 6.33% of the total portfolio. Shares reduced by 2.36%

  3. Aon PLC (AON) - 119,163 shares, 6.20% of the total portfolio. Shares reduced by 3.15%

  4. TJX Companies Inc (TJX) - 456,857 shares, 6.00% of the total portfolio. Shares reduced by 1.35%

  5. Ball Corp (BLL) - 332,870 shares, 5.55% of the total portfolio. Shares reduced by 1.97%

New Purchase: Amphenol Corp (APH)

Dudley & Shanley, Inc. initiated holding in Amphenol Corp. The purchase prices were between $73.54 and $87.94, with an estimated average price of $81.18. The stock is now traded at around $79.850000. The impact to a portfolio due to this purchase was 4.17%. The holding were 275,465 shares as of 2021-12-31.

New Purchase: Visa Inc (V)

Dudley & Shanley, Inc. initiated holding in Visa Inc. The purchase prices were between $190.16 and $233.88, with an estimated average price of $214.28. The stock is now traded at around $215.710000. The impact to a portfolio due to this purchase was 3.84%. The holding were 102,330 shares as of 2021-12-31.

New Purchase: Ryan Specialty Group Holdings Inc (RYAN)

Dudley & Shanley, Inc. initiated holding in Ryan Specialty Group Holdings Inc. The purchase prices were between $32.89 and $40.36, with an estimated average price of $37.99. The stock is now traded at around $36.440000. The impact to a portfolio due to this purchase was 3.02%. The holding were 432,634 shares as of 2021-12-31.

New Purchase: Ormat Technologies Inc (ORA)

Dudley & Shanley, Inc. initiated holding in Ormat Technologies Inc. The purchase prices were between $68.36 and $81.93, with an estimated average price of $75.67. The stock is now traded at around $75.780000. The impact to a portfolio due to this purchase was 0.21%. The holding were 15,300 shares as of 2021-12-31.

New Purchase: Brigham Minerals Inc (MNRL)

Dudley & Shanley, Inc. initiated holding in Brigham Minerals Inc. The purchase prices were between $19.65 and $24.35, with an estimated average price of $21.82. The stock is now traded at around $22.510000. The impact to a portfolio due to this purchase was 0.06%. The holding were 16,250 shares as of 2021-12-31.

New Purchase: Kadant Inc (KAI)

Dudley & Shanley, Inc. initiated holding in Kadant Inc. The purchase prices were between $200.07 and $240, with an estimated average price of $223.41. The stock is now traded at around $206.090000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,160 shares as of 2021-12-31.

Sold Out: Covetrus Inc (CVET)

Dudley & Shanley, Inc. sold out a holding in Covetrus Inc. The sale prices were between $16.79 and $20.37, with an estimated average price of $18.84.

Sold Out: Leslies Inc (LESL)

Dudley & Shanley, Inc. sold out a holding in Leslies Inc. The sale prices were between $20 and $23.9, with an estimated average price of $21.6.

Sold Out: Callaway Golf Co (ELY)

Dudley & Shanley, Inc. sold out a holding in Callaway Golf Co. The sale prices were between $24.43 and $30.53, with an estimated average price of $27.76.



Here is the complete portfolio of DUDLEY & SHANLEY, INC.. Also check out:

1. DUDLEY & SHANLEY, INC.'s Undervalued Stocks

2. DUDLEY & SHANLEY, INC.'s Top Growth Companies, and

3. DUDLEY & SHANLEY, INC.'s High Yield stocks

4. Stocks that DUDLEY & SHANLEY, INC. keeps buyingThis article first appeared on GuruFocus.

Advertisement

Recommended Stories