Dudley & Shanley, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Understanding changes in investment holdings is crucial for investors and financial professionals. One way to gain insight into these changes is through the 13F filings submitted by investment firms. Dudley & Shanley, Inc. recently disclosed its holdings for the first and second quarters of 2023, providing valuable information about their investment strategies. Let's delve into the highlights of these holdings and explore the changes that occurred during this period.

Wheaton Precious Metals (WPM.TO)

In the first quarter of 2023, Dudley & Shanley held 1,421,195 shares of Wheaton Precious Metals, which decreased slightly to 1,419,195 shares in the second quarter. The value of their holdings also experienced a decrease from $68,444,000 to $61,337,000, representing a 10.4% change. Despite the slight decrease, Wheaton Precious Metals remains a valuable investment option in the portfolio.

Aon plc (AON)

Dudley & Shanley maintained a consistent position in Aon plc, with 110,648 shares in the first quarter and 110,548 shares in the second quarter. However, the value of these holdings experienced a 9.4% increase from $34,886,000 to $38,161,000. Aon plc continues to present a favorable investment opportunity for Dudley & Shanley.

Iridium Communications (IRDM)

The investment firm held 484,565 shares of Iridium Communications in the first quarter, which increased to 519,565 shares in the second quarter. This 7.6% increase aligns with the growing confidence in the company's future prospects. The value of these holdings also experienced growth, going from $30,009,000 to $32,275,000.

Fiserv Inc. (FISV)

Dudley & Shanley maintained their investment in Fiserv Inc., with 248,110 shares in both the first and second quarters. The value of these holdings, however, witnessed an 11.5% increase from $28,043,000 to $31,273,000. This upward trend indicates the investment firm's positive outlook for Fiserv Inc. in the coming quarters.

Progressive Corp. (PGR)

With 220,090 shares in the first quarter and 219,540 shares in the second quarter, Dudley & Shanley retained their holdings in Progressive Corp. The value of these holdings experienced a slight decrease from $31,486,000 to $29,060,000, representing a 7.7% decrease. While the decrease might seem concerning, it's essential to evaluate the overall performance of Progressive Corp. and its future prospects.

Service Corp. International (SCI)

Dudley & Shanley maintained their position in Service Corp. International, with 395,143 shares in both quarters. Although the number of shares remained constant, the value of their holdings experienced a decline from $27,177,000 to $25,522,000, indicating a 6.1% decrease. Investors should consider the reasons behind this decrease and its potential impact.

Visa Inc. (V)

Investors with Dudley & Shanley can expect consistency in their investment in Visa Inc., as the investment firm held 101,340 shares in the first quarter, and the number remained unchanged in the second quarter. However, the value of these holdings increased from $22,848,000 to $24,042,000—an encouraging 5.2% growth. The steady performance of Visa Inc. makes it an attractive option for investors.

Allison Transmission (ALSN)

During both quarters, Dudley & Shanley held 422,365 shares of Allison Transmission. Despite the consistent number of shares, the value of these holdings experienced a notable increase from $19,107,000 to $23,846,000, representing a robust 24.8% growth. The positive growth signifies Dudley & Shanley's confidence in the company's future performance.

Avantor Inc. (AVTR)

Dudley & Shanley maintained their position in Avantor Inc., with 1,058,415 shares in both quarters. However, the value of these holdings experienced a slight decrease from $22,374,000 to $21,739,000, indicating a 2.8% change. It's essential to evaluate the factors influencing this change in value and the company's outlook moving forward.

Danaher Corp. (DHR)

With 90,150 shares in both quarters, Dudley & Shanley exhibited consistent holdings in Danaher Corp. However, there was a slight decrease in the value of these holdings from $22,721,000 to $21,636,000, representing a 4.8% change. Investors should monitor the performance of Danaher Corp. closely to assess its long-term prospects.

These are just a few of the changes that occurred in Dudley & Shanley, Inc.'s 13F holdings comparison between the first and second quarters of 2023. Analyzing investment holdings can provide valuable insights into the strategies of investment firms. It is crucial for investors to keep an eye on these changes and conduct further research to make informed decisions about their own investment portfolios.