- New Purchases: RDS.A, IRDM,
- Added Positions: ABM, BECN, SP, MSFT, AIG, SCI, GE, TJX, BAC, NXE,
- Reduced Positions: HBI, SEIC, FDC, TOL, HOV, ADMS, SM,
- Sold Out: USG, CERN, COP, GLNG, VZ, PCAR, ORA,
For the details of DUDLEY & SHANLEY, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=DUDLEY+%26+SHANLEY%2C+LLC
These are the top 5 holdings of DUDLEY & SHANLEY, LLC- American International Group Inc (AIG) - 982,971 shares, 10.1% of the total portfolio. Shares added by 2.23%
- First Data Corp (FDC) - 1,943,865 shares, 7.89% of the total portfolio. Shares reduced by 1.97%
- ABM Industries Inc (ABM) - 1,303,974 shares, 7.38% of the total portfolio. Shares added by 54.73%
- Hanesbrands Inc (HBI) - 1,470,446 shares, 6.28% of the total portfolio. Shares reduced by 29.04%
- Beacon Roofing Supply Inc (BECN) - 754,610 shares, 6.23% of the total portfolio. Shares added by 49.65%
Dudley & Shanley, Llc initiated holding in Royal Dutch Shell PLC. The purchase prices were between $62.55 and $73.64, with an estimated average price of $69.27. The stock is now traded at around $69.53. The impact to a portfolio due to this purchase was 3.21%. The holding were 238,960 shares as of 2018-06-30.
New Purchase: Iridium Communications Inc (IRDM)Dudley & Shanley, Llc initiated holding in Iridium Communications Inc. The purchase prices were between $11.1 and $17.85, with an estimated average price of $13.58. The stock is now traded at around $18.25. The impact to a portfolio due to this purchase was 0.31%. The holding were 99,000 shares as of 2018-06-30.
Added: ABM Industries Inc (ABM)Dudley & Shanley, Llc added to a holding in ABM Industries Inc by 54.73%. The purchase prices were between $28.49 and $33.54, with an estimated average price of $30.85. The stock is now traded at around $29.94. The impact to a portfolio due to this purchase was 2.61%. The holding were 1,303,974 shares as of 2018-06-30.
Added: Beacon Roofing Supply Inc (BECN)Dudley & Shanley, Llc added to a holding in Beacon Roofing Supply Inc by 49.65%. The purchase prices were between $39.52 and $54.72, with an estimated average price of $46.11. The stock is now traded at around $43.12. The impact to a portfolio due to this purchase was 2.07%. The holding were 754,610 shares as of 2018-06-30.
Added: SP Plus Corp (SP)Dudley & Shanley, Llc added to a holding in SP Plus Corp by 33.43%. The purchase prices were between $35 and $39.15, with an estimated average price of $36.68. The stock is now traded at around $37.45. The impact to a portfolio due to this purchase was 1.23%. The holding were 679,515 shares as of 2018-06-30.
Added: General Electric Co (GE)Dudley & Shanley, Llc added to a holding in General Electric Co by 98.54%. The purchase prices were between $12.75 and $15.29, with an estimated average price of $13.92. The stock is now traded at around $13.12. The impact to a portfolio due to this purchase was 0.1%. The holding were 81,400 shares as of 2018-06-30.
Sold Out: USG Corp (USG)Dudley & Shanley, Llc sold out a holding in USG Corp. The sale prices were between $39.4 and $43.32, with an estimated average price of $41.53.
Sold Out: Cerner Corp (CERN)Dudley & Shanley, Llc sold out a holding in Cerner Corp. The sale prices were between $55.09 and $61.87, with an estimated average price of $59.16.
Sold Out: ConocoPhillips (COP)Dudley & Shanley, Llc sold out a holding in ConocoPhillips. The sale prices were between $58.09 and $70.66, with an estimated average price of $66.61.
Sold Out: Golar LNG Ltd (GLNG)Dudley & Shanley, Llc sold out a holding in Golar LNG Ltd. The sale prices were between $26.07 and $34.74, with an estimated average price of $30.44.
Sold Out: Verizon Communications Inc (VZ)Dudley & Shanley, Llc sold out a holding in Verizon Communications Inc. The sale prices were between $46.38 and $51.57, with an estimated average price of $48.42.
Sold Out: PACCAR Inc (PCAR)Dudley & Shanley, Llc sold out a holding in PACCAR Inc. The sale prices were between $61.51 and $70.88, with an estimated average price of $64.88.
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