13F HOLDINGS REPORT
Stanley Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001205
Total Value
$254.3M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FISERV INC | FISV | 62,949 | $13.9M | 5.47% |
| 2 | ELEVANCE HEALTH INC | ELV | 31,597 | $13.7M | 5.40% |
| 3 | META PLATFORMS INC | META | 21,950 | $12.7M | 4.97% |
| 4 | CORPAY INC | CPAY | 34,890 | $12.2M | 4.78% |
| 5 | MCKESSON CORP | MCK | 16,757 | $11.3M | 4.43% |
| 6 | VESTIS CORPORATION | VSTS | 1,095,553 | $10.8M | 4.27% |
| 7 | CORTEVA INC | CTVA | 170,850 | $10.8M | 4.23% |
| 8 | CENTENE CORP DEL | CNC | 165,912 | $10.1M | 3.96% |
| 9 | ORACLE CORP | ORCL-PD | 67,400 | $9.4M | 3.71% |
| 10 | VERTIV HOLDINGS CO | VRT | 129,500 | $9.3M | 3.68% |
| 11 | ALIGHT INC | ALIT | 1,550,406 | $9.2M | 3.62% |
| 12 | VONTIER CORPORATION | VNT | 268,000 | $8.8M | 3.46% |
| 13 | AVANTOR INC | AVTR | 499,250 | $8.1M | 3.18% |
| 14 | INTERNATIONAL GAME TECHNOLOG | INTR | 476,000 | $7.7M | 3.04% |
| 15 | BANK AMERICA CORP | 060505104 | 183,360 | $7.7M | 3.01% |
| 16 | WESTERN ALLIANCE BANCORP | WAL-PA | 96,000 | $7.4M | 2.90% |
| 17 | APPLIED MATLS INC | 038222105 | 49,950 | $7.2M | 2.85% |
| 18 | GLOBAL PMTS INC | 37940X102 | 72,800 | $7.1M | 2.80% |
| 19 | EXPEDIA GROUP INC | EXPE | 40,730 | $6.8M | 2.69% |
| 20 | AMERICAN EXPRESS CO | AXP | 24,491 | $6.6M | 2.59% |
| 21 | QUIDELORTHO CORP | QDEL | 172,500 | $6.0M | 2.37% |
| 22 | ULTA BEAUTY INC | ULTA | 14,800 | $5.4M | 2.13% |
| 23 | AECOM | ACM | 58,200 | $5.4M | 2.12% |
| 24 | ALPHABET INC | GOOG | 29,520 | $4.6M | 1.80% |
| 25 | DIAMONDBACK ENERGY INC | FANG | 28,000 | $4.5M | 1.76% |
| 26 | COLUMBUS MCKINNON CORP N Y | CMCO | 262,500 | $4.4M | 1.75% |
| 27 | ARAMARK | ARMK | 117,300 | $4.0M | 1.59% |
| 28 | ROBERT HALF INC. | RHI | 70,901 | $3.9M | 1.52% |
| 29 | MOODYS CORP | MCO | 7,930 | $3.7M | 1.45% |
| 30 | AXALTA COATING SYS LTD | AXTA | 108,300 | $3.6M | 1.41% |
| 31 | ASML HOLDING N V | ASMLF | 5,000 | $3.3M | 1.30% |
| 32 | OVINTIV INC | OVV | 68,500 | $2.9M | 1.15% |
| 33 | STAGWELL INC | STGW | 476,255 | $2.9M | 1.13% |
| 34 | MICROSOFT CORP | MSFT | 7,366 | $2.8M | 1.09% |
| 35 | RENTOKIL INITIAL PLC | RKLIF | 100,000 | $2.3M | 0.90% |
| 36 | ALPHABET INC | GOOG | 12,580 | $2.0M | 0.77% |
| 37 | PERIMETER SOLUTIONS INC | PRM | 174,500 | $1.8M | 0.69% |