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Dudley & Shanley, Inc.

CIK:0000883511
Investment Adviser
$660M AUM
32 holdings
Palm Beach, FL, United States
Founded:1986
9 employees
Latest filing:Sep 30, 2025

Dudley & Shanley, Inc. is a registered investment adviser headquartered in Palm Beach, Florida. Founded in 1986, the firm primarily provides discretionary portfolio management services for high-net-worth individuals, trusts, and charitable institutions. With approximately 41 high-net-worth clients and a total of 47 discretionary accounts, the firm manages assets totaling over $660 million as of early 2025. Dudley & Shanley serves high-net-worth individuals seeking personalized, long-term investment solutions.

Investment Strategy

Dudley & Shanley focuses on long-term capital appreciation by providing discretionary account management. The firm primarily serves individuals, trusts, and charitable organizations, constructing diversified portfolios aimed at consistent growth while managing risk. Their investment approach centers on developing tailored strategies that align with the long-term financial goals of their clients.

Top Buys
W
WPMWheaton Precious Mtls
+$9.2M
D
DCIDonaldson Co., Inc.
+$7.6M
K
KRNTKornit Digital
+$4.3M
N
NXENexGen Energy Ltd.
+$2.5M
A
ADIAnalog Devices
+$1.4M
Top Sells
F
FELEFranklin Elec. Co., Inc.
-$15.6M
F
FIFiserv Inc.
-$6.6M
G
GRIDFirst Trust Cln Edge
-$6.5M
R
RYANRyan Specialty Hldngs
-$5.4M
A
APHAmphenol Corp.
-$3.1M

Top Holdings

W
WPMWheaton Precious Mtls
+12.5%$77.8M
A
APHAmphenol Corp.
+6.3%$39.2M
V
VVisa Inc.
+5.3%$33.2M
A
AONAon plc
+5.1%$31.6M
S
SCIService Corp. Int'l
+4.9%$30.7M

Equity Positions (31)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
W
WPM
Wheaton Precious Mtls12.52%$77.8M695,665$27.92$111.84+$9.2M
A
APH
Amphenol Corp.6.30%$39.2M316,596$40.16$123.75-$3.1M
V
V
Visa Inc.5.34%$33.2M97,181$216.24$341.38-$1.3M
A
AON
Aon plc5.09%$31.6M88,732$173.47$356.58+$19.7K
S
SCI
Service Corp. Int'l4.95%$30.7M369,433$38.84$83.22+$704.9K

Industry Allocation

GOLD AND SILVER ORES
+12.5%
INSURANCE AGENTS, BROKERS & SERVICE
+9.3%
SERVICES-BUSINESS SERVICES, NEC
+9.0%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+8.1%
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
+8.0%