13F HOLDINGS REPORT
Stanley Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003327
Total Value
$607.7M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 229,000 | $34.5M | 5.68% |
| 2 | ORACLE CORP | ORCL-PD | 112,800 | $31.7M | 5.22% |
| 3 | META PLATFORMS INC | META | 41,900 | $30.8M | 5.06% |
| 4 | MCKESSON CORP | MCK | 30,100 | $23.3M | 3.83% |
| 5 | CORTEVA INC | CTVA | 341,700 | $23.1M | 3.80% |
| 6 | CORPAY INC | CPAY | 79,790 | $23.0M | 3.78% |
| 7 | VONTIER CORPORATION | VNT | 536,000 | $22.5M | 3.70% |
| 8 | APPLIED MATLS INC | 038222105 | 107,800 | $22.1M | 3.63% |
| 9 | EXPEDIA GROUP INC | EXPE | 101,630 | $21.7M | 3.57% |
| 10 | REGAL REXNORD CORPORATION | RRX | 133,600 | $19.2M | 3.15% |
| 11 | ELEVANCE HEALTH INC FORMERLY | ELV | 58,519 | $18.9M | 3.11% |
| 12 | FISERV INC | FISV | 135,559 | $17.5M | 2.88% |
| 13 | ALPHABET INC | GOOG | 68,800 | $16.7M | 2.75% |
| 14 | WESTERN ALLIANCE BANCORP | WAL-PA | 192,000 | $16.7M | 2.74% |
| 15 | BANK AMERICA CORP | 060505104 | 321,642 | $16.6M | 2.73% |
| 16 | AVANTOR INC | AVTR | 1,318,500 | $16.5M | 2.71% |
| 17 | BRIGHTSTAR LOTTERY PLC | INTR | 952,000 | $16.4M | 2.70% |
| 18 | AMERICAN EXPRESS CO | AXP | 48,830 | $16.2M | 2.67% |
| 19 | CENTENE CORP DEL | CNC | 440,912 | $15.7M | 2.59% |
| 20 | AECOM | ACM | 116,400 | $15.2M | 2.50% |
| 21 | GLOBAL PMTS INC | 37940X102 | 176,608 | $14.7M | 2.41% |
| 22 | RENTOKIL INITIAL PLC | RKLIF | 570,329 | $14.4M | 2.37% |
| 23 | MARVELL TECHNOLOGY INC | MRVL | 163,000 | $13.7M | 2.25% |
| 24 | ULTA BEAUTY INC | ULTA | 23,730 | $13.0M | 2.14% |
| 25 | QUIDELORTHO CORP | QDEL | 377,000 | $11.1M | 1.83% |
| 26 | ROBERT HALF INC. | RHI | 301,493 | $10.2M | 1.69% |
| 27 | ALIGHT INC | ALIT | 3,130,835 | $10.2M | 1.68% |
| 28 | BLOOM ENERGY CORP | BE | 117,000 | $9.9M | 1.63% |
| 29 | ASML HOLDING N V | ASMLF | 10,000 | $9.7M | 1.59% |
| 30 | COLUMBUS MCKINNON CORP N Y | CMCO | 675,000 | $9.7M | 1.59% |
| 31 | ARAMARK | ARMK | 234,600 | $9.0M | 1.48% |
| 32 | IQVIA HLDGS INC | IQV | 45,900 | $8.7M | 1.43% |
| 33 | VESTIS CORPORATION | VSTS | 1,841,107 | $8.3M | 1.37% |
| 34 | PERIMETER SOLUTIONS INC | PRM | 349,000 | $7.8M | 1.29% |
| 35 | MICROSOFT CORP | MSFT | 14,695 | $7.6M | 1.25% |
| 36 | MOODYS CORP | MCO | 15,758 | $7.5M | 1.24% |
| 37 | DIAMONDBACK ENERGY INC | FANG | 44,000 | $6.3M | 1.04% |
| 38 | AXALTA COATING SYS LTD | AXTA | 216,600 | $6.2M | 1.02% |
| 39 | ALPHABET INC | GOOG | 24,960 | $6.1M | 1.00% |
| 40 | STAGWELL INC | STGW | 950,342 | $5.4M | 0.88% |