13F HOLDINGS REPORT
Stanley Capital Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001420506-25-001929
Total Value
$594.3M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 360,000 | $46.2M | 7.78% |
| 2 | META PLATFORMS INC | META | 43,900 | $32.4M | 5.45% |
| 3 | ORACLE CORP | ORCL-PD | 134,800 | $29.5M | 4.96% |
| 4 | CORPAY INC | CPAY | 79,790 | $26.5M | 4.45% |
| 5 | CORTEVA INC | CTVA | 341,700 | $25.5M | 4.29% |
| 6 | MCKESSON CORP | MCK | 33,500 | $24.5M | 4.13% |
| 7 | FISERV INC | FISV | 135,559 | $23.4M | 3.93% |
| 8 | ELEVANCE HEALTH INC | ELV | 54,119 | $21.1M | 3.54% |
| 9 | VONTIER CORPORATION | VNT | 536,000 | $19.8M | 3.33% |
| 10 | APPLIED MATLS INC | 038222105 | 107,800 | $19.7M | 3.32% |
| 11 | REGAL REXNORD CORPORATION | RRX | 133,600 | $19.4M | 3.26% |
| 12 | CENTENE CORP DEL | CNC | 331,912 | $18.0M | 3.03% |
| 13 | AVANTOR INC | AVTR | 1,318,500 | $17.7M | 2.99% |
| 14 | EXPEDIA GROUP INC | EXPE | 101,630 | $17.1M | 2.88% |
| 15 | BANK AMERICA CORP | 060505104 | 344,142 | $16.3M | 2.74% |
| 16 | ALIGHT INC | ALIT | 2,780,835 | $15.7M | 2.65% |
| 17 | AMERICAN EXPRESS CO | AXP | 48,830 | $15.6M | 2.62% |
| 18 | INTERNATIONAL GAME TECHNOLOG | INTR | 952,000 | $15.1M | 2.53% |
| 19 | WESTERN ALLIANCE BANCORP | WAL-PA | 192,000 | $15.0M | 2.52% |
| 20 | ULTA BEAUTY INC | ULTA | 31,930 | $14.9M | 2.51% |
| 21 | AECOM | ACM | 116,400 | $13.1M | 2.21% |
| 22 | GLOBAL PMTS INC | 37940X102 | 161,608 | $12.9M | 2.18% |
| 23 | ROBERT HALF INC. | RHI | 301,493 | $12.4M | 2.08% |
| 24 | ALPHABET INC | GOOG | 68,800 | $12.1M | 2.04% |
| 25 | QUIDELORTHO CORP | QDEL | 377,000 | $10.9M | 1.83% |
| 26 | VESTIS CORPORATION | VSTS | 1,841,107 | $10.5M | 1.78% |
| 27 | RENTOKIL INITIAL PLC | RKLIF | 413,449 | $9.9M | 1.67% |
| 28 | MARVELL TECHNOLOGY INC | MRVL | 128,000 | $9.9M | 1.67% |
| 29 | ARAMARK | ARMK | 234,600 | $9.8M | 1.65% |
| 30 | ASML HOLDING N V | ASMLF | 10,000 | $8.0M | 1.35% |
| 31 | MOODYS CORP | MCO | 15,758 | $7.9M | 1.33% |
| 32 | DIAMONDBACK ENERGY INC | FANG | 56,000 | $7.7M | 1.29% |
| 33 | MICROSOFT CORP | MSFT | 14,695 | $7.3M | 1.23% |
| 34 | AXALTA COATING SYS LTD | AXTA | 216,600 | $6.4M | 1.08% |
| 35 | PERIMETER SOLUTIONS INC | PRM | 349,000 | $4.9M | 0.82% |
| 36 | ALPHABET INC | GOOG | 24,960 | $4.4M | 0.75% |
| 37 | STAGWELL INC | STGW | 950,342 | $4.3M | 0.72% |
| 38 | COLUMBUS MCKINNON CORP N Y | CMCO | 275,000 | $4.2M | 0.71% |
| 39 | COLUMBUS MCKINNON CORP N Y | CMCO | 275,000 | $4.2M | 0.71% |