Filed: 2/14/2025ACC: 0001420506-25-000479
📋 What this filing means
STANLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $513.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$513.75M
Total AUM (reported)
9.70M
Total Shares
Allocation by class
COM$353.24M68.8%
COM CL A$46.81M9.1%
COM SHS$36.29M7.1%
CL A$25.70M5.0%
SHS USD$12.40M2.4%
COM NEW$12.04M2.3%
CAP STK CL A$11.13M2.2%
Portfolio Concentration
Top 3$77.51M15.1%
4–10$145.17M28.3%
11–25$205.47M40.0%
Rest$85.60M16.7%
Top 3 weight
15.1%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 9.70M
Sole
Full voting authority
9.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
VERTIV HOLDINGS CO
SOLEShares229K
TypeSH
Market value$26.02M
5.06%
Sole
229K
Shared
0.00
None
0.00
FISERV INC
SOLEShares125.56K
TypeSH
Market value$25.79M
5.02%
Sole
125.56K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares43.90K
TypeSH
Market value$25.70M
5.00%
Sole
43.90K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares69.79K
TypeSH
Market value$23.62M
4.60%
Sole
69.79K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares63.12K
TypeSH
Market value$23.28M
4.53%
Sole
63.12K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares134.80K
TypeSH
Market value$22.46M
4.37%
Sole
134.80K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares331.91K
TypeSH
Market value$20.11M
3.91%
Sole
331.91K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares341.70K
TypeSH
Market value$19.46M
3.79%
Sole
341.70K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares33.50K
TypeSH
Market value$19.09M
3.72%
Sole
33.50K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares470K
TypeSH
Market value$17.14M
3.34%
Sole
470K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares145.61K
TypeSH
Market value$16.32M
3.18%
Sole
145.61K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares99.80K
TypeSH
Market value$16.23M
3.16%
Sole
99.80K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares366.14K
TypeSH
Market value$16.09M
3.13%
Sole
366.14K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares192K
TypeSH
Market value$16.04M
3.12%
Sole
192K
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares698.50K
TypeSH
Market value$14.72M
2.86%
Sole
698.50K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares2.10M
TypeSH
Market value$14.54M
2.83%
Sole
2.10M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares48.83K
TypeSH
Market value$14.49M
2.82%
Sole
48.83K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares29.73K
TypeSH
Market value$12.93M
2.52%
Sole
29.73K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares831.30K
TypeSH
Market value$12.67M
2.47%
Sole
831.30K
Shared
0.00
None
0.00
AECOM
SOLEShares116.40K
TypeSH
Market value$12.43M
2.42%
Sole
116.40K
Shared
0.00
None
0.00
INTERNATIONAL GAME TECHNOLOG
SOLEShares702K
TypeSH
Market value$12.40M
2.41%
Sole
702K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares21.62K
TypeSH
Market value$12.38M
2.41%
Sole
21.62K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares64.63K
TypeSH
Market value$12.04M
2.34%
Sole
64.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares58.80K
TypeSH
Market value$11.13M
2.17%
Sole
58.80K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares30.96K
TypeSH
Market value$11.06M
2.15%
Sole
30.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 229K | SH | $26.02M 5.06% | 229K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 125.56K | SH | $25.79M 5.02% | 125.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 43.90K | SH | $25.70M 5.00% | 43.90K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 69.79K | SH | $23.62M 4.60% | 69.79K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 63.12K | SH | $23.28M 4.53% | 63.12K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 134.80K | SH | $22.46M 4.37% | 134.80K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 331.91K | SH | $20.11M 3.91% | 331.91K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 341.70K | SH | $19.46M 3.79% | 341.70K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 33.50K | SH | $19.09M 3.72% | 33.50K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 470K | SH | $17.14M 3.34% | 470K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 145.61K | SH | $16.32M 3.18% | 145.61K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 99.80K | SH | $16.23M 3.16% | 99.80K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 366.14K | SH | $16.09M 3.13% | 366.14K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 192K | SH | $16.04M 3.12% | 192K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 698.50K | SH | $14.72M 2.86% | 698.50K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 2.10M | SH | $14.54M 2.83% | 2.10M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 48.83K | SH | $14.49M 2.82% | 48.83K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 29.73K | SH | $12.93M 2.52% | 29.73K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 831.30K | SH | $12.67M 2.47% | 831.30K | 0.00 | 0.00 |
AECOMSOLE | COM | 116.40K | SH | $12.43M 2.42% | 116.40K | 0.00 | 0.00 |
INTERNATIONAL GAME TECHNOLOGSOLE | SHS USD | 702K | SH | $12.40M 2.41% | 702K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 21.62K | SH | $12.38M 2.41% | 21.62K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 64.63K | SH | $12.04M 2.34% | 64.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 58.80K | SH | $11.13M 2.17% | 58.80K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 30.96K | SH | $11.06M 2.15% | 30.96K | 0.00 | 0.00 |
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