Dudley & Shanley
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Dudley & Shanley’s Watsco Inc WSO Stock Holding History

Dudley & Shanley’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.6M Sell
51,565
-26,447
-34% -$8.84M 2.48% 24
2026
Q2 		$32.5M Buy
78,012
+22,320
+40% +$8.97M 4.91% 5
2026
Q1 		$20.3M Hold
55,692
– – 3.31% 16
2025
Q4 		$18.8M Buy
55,692
+16,322
+41% +$5.83M 3.02% 16
2025
Q3 		$15.9M Sell
39,370
-463
-1% -$198K 2.56% 20
2025
Q2 		$17.6M Buy
39,833
+14,405
+57% +$6.68M 2.76% 16
2025
Q1 		$12.9M Buy
25,428
+25
+0.1% +$12.3K 2.04% 22
2024
Q4 		$12M Hold
25,403
– – 1.86% 23
2024
Q3 		$12.5M Hold
25,403
– – 1.95% 21
2024
Q2 		$11.8M Sell
25,403
-327
-1% -$149K 2.02% 21
2024
Q1 		$11.1M Buy
25,730
+500
+2% +$201K 1.88% 21
2023
Q4 		$10.8M Sell
25,230
-260
-1% -$101K 1.93% 21
2023
Q3 		$9.6M Hold
25,490
– – 1.82% 21
2023
Q2 		$9.7M Hold
25,490
– – 1.76% 20
2023
Q1 		$8.11M Buy
+25,490
New +$7.49M 1.56% 21
2018
Q4 		– Sell
-1,300
Closed -$232K – 35
2018
Q3 		$232K Hold
1,300
– – 0.04% 35
2018
Q2 		$232K Hold
1,300
– – 0.05% 37
2018
Q1 		$235K Hold
1,300
– – 0.05% 42
2017
Q4 		$221K Hold
1,300
– – 0.05% 27
2017
Q3 		$209K Hold
1,300
– – 0.05% 29
2017
Q2 		$200K Buy
+1,300
New +$186K 0.04% 30
2017
Q1 		– Sell
-1,700
Closed -$252K – 32
2016
Q4 		$252K Sell
1,700
-200
-11% -$29K 0.05% 32
2016
Q3 		$268K Hold
1,900
– – 0.06% 31
2016
Q2 		$267K Hold
1,900
– – 0.06% 28
2016
Q1 		$256K Hold
1,900
– – 0.06% 27
2015
Q4 		$223K Hold
1,900
– – 0.05% 29
2015
Q3 		$225K Hold
1,900
– – 0.05% 27
2015
Q2 		$235K Sell
1,900
-200
-10% -$24.9K 0.05% 26
2015
Q1 		$264K Sell
2,100
-100
-5% -$11.5K 0.05% 25
2014
Q4 		$235K Buy
+2,200
New +$219K 0.05% 26

Other funds holding WSO

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Dudley & Shanley's WSO Position: Q3 2026 in Review

Dudley & Shanley reduced its Watsco Inc (WSO) stake by 34% in Q3 2026, selling an estimated $8.84M and leaving 51,565 shares worth $15.6M. The position accounts for 2.48% of the portfolio, ranked #24.

Dudley & Shanley first reported a position in WSO in Q4 2014 and has held it in 30 quarters since. The position peaked at $32.5M in Q2 2026. 152 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Dudley & Shanley held 51,565 shares of Watsco Inc worth $15.6M as of Q3 2026.
  • Dudley & Shanley sold 26,447 Watsco Inc shares in Q3 2026, an estimated $8.84M.
  • Watsco Inc made up 2.48% of Dudley & Shanley's portfolio in Q3 2026, its #24 holding.
  • Dudley & Shanley first reported a position in Watsco Inc in Q4 2014 and has held it in 30 quarters since.
  • Dudley & Shanley's Watsco Inc position peaked at $32.5M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Dudley & Shanley's 13F filing for Q3 2026, filed 6 Oct 2026.