Dudley & Shanley, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Dudley & Shanley, Inc., a renowned investment firm, has recently released its 13F filings for the third and fourth quarters of 2023. These filings provide an intriguing insight into the changes in holdings made by the firm during this period.

Let's take a closer look at some of the key holdings and the percentage change in their values:

1. Wheaton Precious Metals (WPM.TO)

- Q3 2023: 1,448,120 shares

- Q4 2023: 1,434,465 shares

- Q3 2023 Value: $58,721,000

- Q4 2023 Value: $70,776,000

- Change: 20.5%

2. Progressive Corp. (PGR)

- Q3 2023: 216,540 shares

- Q4 2023: 211,510 shares

- Q3 2023 Value: $30,164,000

- Q4 2023 Value: $33,689,000

- Change: 11.7%

3. Fiserv Inc. (FISV)

- Q3 2023: 247,915 shares

- Q4 2023: 244,405 shares

- Q3 2023 Value: $28,004,000

- Q4 2023 Value: $32,466,000

- Change: 15.9%

4. Aon plc (AON)

- Q3 2023: 110,858 shares

- Q4 2023: 108,178 shares

- Q3 2023 Value: $35,942,000

- Q4 2023 Value: $31,481,000

- Change: -12.4%

5. Service Corp. International (SCI)

- Q3 2023: 395,143 shares

- Q4 2023: 390,438 shares

- Q3 2023 Value: $22,578,000

- Q4 2023 Value: $26,725,000

- Change: 18.4%

These are just a few examples of the changes in holdings made by Dudley & Shanley, Inc. during the given period. It's fascinating to see how the firm managed its investments and the varying results achieved.

It's important to note that these holdings reflect the decisions made by Dudley & Shanley, Inc. and may not represent the overall market trends. Investors and analysts often analyze these filings to gain insights into the strategies employed by investment firms.

In conclusion, Dudley & Shanley, Inc. has made significant changes to its holdings in various companies during the third and fourth quarters of 2023. The 13F filings provide a glimpse into the firm's investment decisions and the subsequent impact on the value of its holdings. As with any investment, it's crucial to consider these changes in the context of the overall market trends and individual company performance.

Note: The data used in this article is based on the publicly available 13F filings of Dudley & Shanley, Inc. It does not guarantee accuracy and should not be considered as financial advice.