Dudley & Shanley Q3 2026 Portfolio Changes: Focus on Buys
Dudley & Shanley's portfolio value increased to $629 million as of September 30, 2026. The fund manager made significant purchases while reducing exposure in certain sectors.
Dudley & Shanley, Inc.'s portfolio has seen a notable adjustment during the quarter ending September 30, 2026, with a total value of $629,160,693. The fund manager, known for active trading, has made changes to 29 holdings, reflecting strategic decisions to buy and sell stocks, as indicated in the filing data.
The most significant buying activity this quarter involved four stocks: Progressive Corp., Tyler Technologies, Roper Technologies, and ATHA Energy Corp. These purchases contributed to notable increases in their respective allocations, with PGR seeing a jump of 57.14% in its portfolio weight, now accounting for 3.43% of the total. Similarly, TYL increased by 100% in shares, boosting its allocation to 3.26%, while ROP and SASKF also showed substantial growth in their positions.
Conversely, the fund manager reduced positions in several other holdings, including Kornit Digital, Wheaton Precious Mtls, Ametek Inc., and Visa Inc. These reductions ranged from modest to significant, with KRNT experiencing a 6.91% decrease in shares, and WPM seeing a 7.31% reduction. However, there were no large sell-offs during the quarter, as per the disclosed data.
These changes also impacted the sector allocations. For instance, the purchase of ATHA Energy Corp. (Energy sector) increased its allocation to 0.01%, while the reduction in Kornit Digital (Industrials sector) decreased its weight. Overall, the portfolio's sector distribution remains dominated by Industrials, Financial Services, and Technology, with the latter three sectors showing particular strength in the current quarter.
In conclusion, Dudley & Shanley demonstrated a clear emphasis on strategic buying during Q3 2026, with substantial increases in holdings like Progressive Corp., Tyler Technologies, Roper Technologies, and ATHA Energy Corp. The fund manager also trimmed positions in others, but there were no large sell-offs. For a complete analysis, refer to the full portfolio filing on Dudley & Shanley, Inc.'s Q3 2026 Portfolio Changes.