13F HOLDINGS REPORT
Stanley Capital Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000479
Total Value
$513.8M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 229,000 | $26.0M | 5.06% |
| 2 | FISERV INC | FISV | 125,559 | $25.8M | 5.02% |
| 3 | META PLATFORMS INC | META | 43,900 | $25.7M | 5.00% |
| 4 | CORPAY INC | CPAY | 69,790 | $23.6M | 4.60% |
| 5 | ELEVANCE HEALTH INC | ELV | 63,119 | $23.3M | 4.53% |
| 6 | ORACLE CORP | ORCL-PD | 134,800 | $22.5M | 4.37% |
| 7 | CENTENE CORP DEL | CNC | 331,912 | $20.1M | 3.91% |
| 8 | CORTEVA INC | CTVA | 341,700 | $19.5M | 3.79% |
| 9 | MCKESSON CORP | MCK | 33,500 | $19.1M | 3.72% |
| 10 | VONTIER CORPORATION | VNT | 470,000 | $17.1M | 3.34% |
| 11 | GLOBAL PMTS INC | 37940X102 | 145,608 | $16.3M | 3.18% |
| 12 | APPLIED MATLS INC | 038222105 | 99,800 | $16.2M | 3.16% |
| 13 | BANK AMERICA CORP | 060505104 | 366,142 | $16.1M | 3.13% |
| 14 | WESTERN ALLIANCE BANCORP | WAL-PA | 192,000 | $16.0M | 3.12% |
| 15 | AVANTOR INC | AVTR | 698,500 | $14.7M | 2.86% |
| 16 | ALIGHT INC | ALIT | 2,100,835 | $14.5M | 2.83% |
| 17 | AMERICAN EXPRESS CO | AXP | 48,830 | $14.5M | 2.82% |
| 18 | ULTA BEAUTY INC | ULTA | 29,730 | $12.9M | 2.52% |
| 19 | VESTIS CORPORATION | VSTS | 831,300 | $12.7M | 2.47% |
| 20 | AECOM | ACM | 116,400 | $12.4M | 2.42% |
| 21 | INTERNATIONAL GAME TECHNOLOG | INTR | 702,000 | $12.4M | 2.41% |
| 22 | GOLDMAN SACHS GROUP INC | GSCE | 21,619 | $12.4M | 2.41% |
| 23 | EXPEDIA GROUP INC | EXPE | 64,630 | $12.0M | 2.34% |
| 24 | ALPHABET INC | GOOG | 58,800 | $11.1M | 2.17% |
| 25 | LITHIA MTRS INC | 536797103 | 30,957 | $11.1M | 2.15% |
| 26 | ROBERT HALF INC. | RHI | 141,493 | $10.0M | 1.94% |
| 27 | DIAMONDBACK ENERGY INC | FANG | 56,000 | $9.2M | 1.79% |
| 28 | ARAMARK | ARMK | 234,600 | $8.8M | 1.70% |
| 29 | QUIDELORTHO CORP | QDEL | 195,000 | $8.7M | 1.69% |
| 30 | MOODYS CORP | MCO | 15,758 | $7.5M | 1.45% |
| 31 | AXALTA COATING SYS LTD | AXTA | 216,600 | $7.4M | 1.44% |
| 32 | ASML HOLDING N V | ASMLF | 10,000 | $6.9M | 1.35% |
| 33 | STAGWELL INC | STGW | 950,342 | $6.3M | 1.22% |
| 34 | MICROSOFT CORP | MSFT | 14,695 | $6.2M | 1.21% |
| 35 | OVINTIV INC | OVV | 137,000 | $5.5M | 1.08% |
| 36 | ALPHABET INC | GOOG | 24,960 | $4.8M | 0.93% |
| 37 | PERIMETER SOLUTIONS INC | PRM | 349,000 | $4.5M | 0.87% |