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DUDLEY & SHANLEY, LLC
RIA/Wealth
DUDLEY & SHANLEY, LLC is a RIA/Wealth based in Palm Beach, FL led by Henry Claypool Dudley, reporting $713.0M in AUM as of Q3 2025 with 56% concentrated in top 10 holdings.
ChairmanHenry Claypool Dudley
- Portfolio Value
- $621.5M
- Positions
- 31
- Top Holding
- WPM at 12.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DUDLEY & SHANLEY, LLC's portfolio (56.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gold Basic Materials | $77.8M | 12.52% | -$7.6M Sold | 0.15% 695.7K shares | |
Hardware, Equipment & Parts Technology | $39.2M | 6.30% | -$13.8M Sold | 0.03% 316.6K shares | |
Financial - Credit Services Financial Services | $33.2M | 5.34% | -$10.2K Sold | 0.01% 97.2K shares | |
Insurance - Brokers Financial Services | $31.6M | 5.09% | +$35.7K Bought | 0.04% 88.7K shares | |
Personal Products & Services Consumer Cyclical | $30.7M | 4.95% | +$33.3K Bought | 0.26% 369.4K shares | |
Semiconductors Technology | $30.7M | 4.94% | +$496.3K Bought | 0.03% 125.0K shares | |
Chemicals - Specialty Basic Materials | $28.8M | 4.63% | — | 0.04% 105.0K shares | |
Personal Products & Services Consumer Cyclical | $26.8M | 4.31% | -$73.4K Sold | 0.09% 455.7K shares | |
Industrial - Machinery Industrials | $26.3M | 4.23% | +$18.8K Bought | 0.06% 139.8K shares | |
Insurance - Specialty Financial Services | $26.0M | 4.19% | -$8.5K Sold | 0.36% 461.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DUDLEY & SHANLEY, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+97.54% | |
+29.35% | |
+4.92% | |
+4.87% | |
+3.29% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-26.03% |
Analytics
Portfolio insights and performance metrics for DUDLEY & SHANLEY, LLC
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