13F HOLDINGS REPORT
Stanley Capital Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002452
Total Value
$514.7M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 418,000 | $41.6M | 8.08% |
| 2 | META PLATFORMS INC | META | 48,900 | $28.0M | 5.44% |
| 3 | ORACLE CORP | ORCL-PD | 134,800 | $23.0M | 4.46% |
| 4 | FISERV INC | FISV | 125,559 | $22.6M | 4.38% |
| 5 | ELEVANCE HEALTH INC | ELV | 42,100 | $21.9M | 4.25% |
| 6 | CORPAY INC | CPAY | 69,790 | $21.8M | 4.24% |
| 7 | MCKESSON CORP | MCK | 41,200 | $20.4M | 3.96% |
| 8 | APPLIED MATLS INC | 038222105 | 99,800 | $20.2M | 3.92% |
| 9 | CORTEVA INC | CTVA | 341,700 | $20.1M | 3.90% |
| 10 | AVANTOR INC | AVTR | 698,500 | $18.1M | 3.51% |
| 11 | CENTENE CORP DEL | CNC | 218,800 | $16.5M | 3.20% |
| 12 | VONTIER CORPORATION | VNT | 470,000 | $15.9M | 3.08% |
| 13 | ALIGHT INC | ALIT | 2,100,835 | $15.5M | 3.02% |
| 14 | INTERNATIONAL GAME TECHNOLOG | INTR | 702,000 | $15.0M | 2.90% |
| 15 | GLOBAL PMTS INC | 37940X102 | 145,608 | $14.9M | 2.90% |
| 16 | BANK AMERICA CORP | 060505104 | 366,142 | $14.5M | 2.82% |
| 17 | AMERICAN EXPRESS CO | AXP | 48,830 | $13.2M | 2.57% |
| 18 | AECOM | ACM | 116,400 | $12.0M | 2.34% |
| 19 | ULTA BEAUTY INC | ULTA | 29,730 | $11.6M | 2.25% |
| 20 | VESTIS CORPORATION | VSTS | 741,300 | $11.0M | 2.15% |
| 21 | GOLDMAN SACHS GROUP INC | GSCE | 21,619 | $10.7M | 2.08% |
| 22 | ALPHABET INC | GOOG | 58,800 | $9.8M | 1.89% |
| 23 | DIAMONDBACK ENERGY INC | FANG | 56,000 | $9.7M | 1.88% |
| 24 | ROBERT HALF INC. | RHI | 141,493 | $9.5M | 1.85% |
| 25 | ARAMARK | ARMK | 234,600 | $9.1M | 1.77% |
| 26 | TRIPADVISOR INC | TRIP | 625,608 | $9.1M | 1.76% |
| 27 | ASML HOLDING N V | ASMLF | 10,000 | $8.3M | 1.62% |
| 28 | WESTERN ALLIANCE BANCORP | WAL-PA | 96,000 | $8.3M | 1.61% |
| 29 | WESTERN ALLIANCE BANCORP | WAL-PA | 96,000 | $8.3M | 1.61% |
| 30 | MOSAIC CO NEW | MOS | 296,700 | $7.9M | 1.54% |
| 31 | AXALTA COATING SYS LTD | AXTA | 216,600 | $7.8M | 1.52% |
| 32 | MOODYS CORP | MCO | 15,758 | $7.5M | 1.45% |
| 33 | STAGWELL INC | STGW | 950,342 | $6.7M | 1.30% |
| 34 | MICROSOFT CORP | MSFT | 14,695 | $6.3M | 1.23% |
| 35 | OVINTIV INC | OVV | 137,000 | $5.2M | 1.02% |
| 36 | PERIMETER SOLUTIONS SA | PRM | 349,000 | $4.7M | 0.91% |
| 37 | ALPHABET INC | GOOG | 24,960 | $4.2M | 0.81% |
| 38 | MANPOWERGROUP INC WIS | MAN | 53,800 | $4.0M | 0.77% |