13F HOLDINGS REPORT (Amended)
Stanley Capital Management, LLC
Quarter ended Q2 2025 · Filed June 11, 2025 · Accession 0001420506-25-001384
Total Value
$508.3M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FISERV INC | FISV | 125,559 | $27.7M | 5.45% |
| 2 | ELEVANCE HEALTH INC | ELV | 63,119 | $27.5M | 5.40% |
| 3 | META PLATFORMS INC | META | 43,900 | $25.3M | 4.98% |
| 4 | CORPAY INC | CPAY | 69,790 | $24.3M | 4.79% |
| 5 | MCKESSON CORP | MCK | 33,500 | $22.5M | 4.44% |
| 6 | VESTIS CORPORATION | VSTS | 2,191,107 | $21.7M | 4.27% |
| 7 | CORTEVA INC | CTVA | 341,700 | $21.5M | 4.23% |
| 8 | CENTENE CORP DEL | CNC | 331,912 | $20.2M | 3.96% |
| 9 | ORACLE CORP | ORCL-PD | 134,800 | $18.8M | 3.71% |
| 10 | VERTIV HOLDINGS CO | VRT | 259,000 | $18.7M | 3.68% |
| 11 | ALIGHT INC | ALIT | 3,100,835 | $18.4M | 3.62% |
| 12 | VONTIER CORPORATION | VNT | 536,000 | $17.6M | 3.46% |
| 13 | AVANTOR INC | AVTR | 998,500 | $16.2M | 3.18% |
| 14 | INTERNATIONAL GAME TECHNOLOG | INTR | 952,000 | $15.5M | 3.05% |
| 15 | BANK AMERICA CORP | 060505104 | 366,142 | $15.3M | 3.01% |
| 16 | WESTERN ALLIANCE BANCORP | WAL-PA | 192,000 | $14.8M | 2.90% |
| 17 | APPLIED MATLS INC | 038222105 | 99,800 | $14.5M | 2.85% |
| 18 | GLOBAL PMTS INC | 37940X102 | 145,608 | $14.3M | 2.80% |
| 19 | EXPEDIA GROUP INC | EXPE | 81,630 | $13.7M | 2.70% |
| 20 | AMERICAN EXPRESS CO | AXP | 48,830 | $13.1M | 2.58% |
| 21 | QUIDELORTHO CORP | QDEL | 345,000 | $12.1M | 2.37% |
| 22 | ULTA BEAUTY INC | ULTA | 29,730 | $10.9M | 2.14% |
| 23 | AECOM | ACM | 116,400 | $10.8M | 2.12% |
| 24 | ALPHABET INC | GOOG | 58,800 | $9.1M | 1.79% |
| 25 | DIAMONDBACK ENERGY INC | FANG | 56,000 | $9.0M | 1.76% |
| 26 | COLUMBUS MCKINNON CORP N Y | CMCO | 525,000 | $8.9M | 1.75% |
| 27 | ARAMARK | ARMK | 234,600 | $8.1M | 1.59% |
| 28 | ROBERT HALF INC. | RHI | 141,493 | $7.7M | 1.52% |
| 29 | MOODYS CORP | MCO | 15,758 | $7.3M | 1.44% |
| 30 | AXALTA COATING SYS LTD | AXTA | 216,600 | $7.2M | 1.41% |
| 31 | ASML HOLDING N V | ASMLF | 10,000 | $6.6M | 1.30% |
| 32 | OVINTIV INC | OVV | 137,000 | $5.9M | 1.15% |
| 33 | STAGWELL INC | STGW | 950,342 | $5.7M | 1.13% |
| 34 | MICROSOFT CORP | MSFT | 14,695 | $5.5M | 1.09% |
| 35 | RENTOKIL INITIAL PLC | RKLIF | 200,000 | $4.6M | 0.90% |
| 36 | ALPHABET INC | GOOG | 24,960 | $3.9M | 0.77% |
| 37 | PERIMETER SOLUTIONS INC | PRM | 349,000 | $3.5M | 0.69% |