Filed: 5/15/2025ACC: 0001420506-25-001205
📋 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 $254.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$254.30M
Total AUM (reported)
6.77M
Total Shares
Allocation by class
COM$168.73M66.4%
COM SHS$23.01M9.0%
COM CL A$21.43M8.4%
CL A$12.65M5.0%
SHS USD$7.74M3.0%
COM NEW$6.85M2.7%
CAP STK CL A$4.56M1.8%
Portfolio Concentration
Top 3$40.30M15.8%
4–10$73.89M29.1%
11–25$102.57M40.3%
Rest$37.55M14.8%
Top 3 weight
15.8%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 6.77M
Sole
Full voting authority
6.77M
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:
FISERV INC
SOLEShares62.95K
TypeSH
Market value$13.90M
5.47%
Sole
62.95K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares31.60K
TypeSH
Market value$13.74M
5.40%
Sole
31.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares21.95K
TypeSH
Market value$12.65M
4.97%
Sole
21.95K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares34.89K
TypeSH
Market value$12.17M
4.78%
Sole
34.89K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares16.76K
TypeSH
Market value$11.28M
4.43%
Sole
16.76K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares1.10M
TypeSH
Market value$10.85M
4.27%
Sole
1.10M
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares170.85K
TypeSH
Market value$10.75M
4.23%
Sole
170.85K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares165.91K
TypeSH
Market value$10.07M
3.96%
Sole
165.91K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares67.40K
TypeSH
Market value$9.42M
3.71%
Sole
67.40K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares129.50K
TypeSH
Market value$9.35M
3.68%
Sole
129.50K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares1.55M
TypeSH
Market value$9.19M
3.62%
Sole
1.55M
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares268K
TypeSH
Market value$8.80M
3.46%
Sole
268K
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares499.25K
TypeSH
Market value$8.09M
3.18%
Sole
499.25K
Shared
0.00
None
0.00
INTERNATIONAL GAME TECHNOLOG
SOLEShares476K
TypeSH
Market value$7.74M
3.04%
Sole
476K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares183.36K
TypeSH
Market value$7.65M
3.01%
Sole
183.36K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares96K
TypeSH
Market value$7.38M
2.90%
Sole
96K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares49.95K
TypeSH
Market value$7.25M
2.85%
Sole
49.95K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares72.80K
TypeSH
Market value$7.13M
2.80%
Sole
72.80K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares40.73K
TypeSH
Market value$6.85M
2.69%
Sole
40.73K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares24.49K
TypeSH
Market value$6.59M
2.59%
Sole
24.49K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares172.50K
TypeSH
Market value$6.03M
2.37%
Sole
172.50K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares14.80K
TypeSH
Market value$5.42M
2.13%
Sole
14.80K
Shared
0.00
None
0.00
AECOM
SOLEShares58.20K
TypeSH
Market value$5.40M
2.12%
Sole
58.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.52K
TypeSH
Market value$4.56M
1.80%
Sole
29.52K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares28K
TypeSH
Market value$4.48M
1.76%
Sole
28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 62.95K | SH | $13.90M 5.47% | 62.95K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 31.60K | SH | $13.74M 5.40% | 31.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.95K | SH | $12.65M 4.97% | 21.95K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 34.89K | SH | $12.17M 4.78% | 34.89K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 16.76K | SH | $11.28M 4.43% | 16.76K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 1.10M | SH | $10.85M 4.27% | 1.10M | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 170.85K | SH | $10.75M 4.23% | 170.85K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 165.91K | SH | $10.07M 3.96% | 165.91K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 67.40K | SH | $9.42M 3.71% | 67.40K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 129.50K | SH | $9.35M 3.68% | 129.50K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 1.55M | SH | $9.19M 3.62% | 1.55M | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 268K | SH | $8.80M 3.46% | 268K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 499.25K | SH | $8.09M 3.18% | 499.25K | 0.00 | 0.00 |
INTERNATIONAL GAME TECHNOLOGSOLE | SHS USD | 476K | SH | $7.74M 3.04% | 476K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 183.36K | SH | $7.65M 3.01% | 183.36K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 96K | SH | $7.38M 2.90% | 96K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 49.95K | SH | $7.25M 2.85% | 49.95K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 72.80K | SH | $7.13M 2.80% | 72.80K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 40.73K | SH | $6.85M 2.69% | 40.73K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 24.49K | SH | $6.59M 2.59% | 24.49K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 172.50K | SH | $6.03M 2.37% | 172.50K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 14.80K | SH | $5.42M 2.13% | 14.80K | 0.00 | 0.00 |
AECOMSOLE | COM | 58.20K | SH | $5.40M 2.12% | 58.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.52K | SH | $4.56M 1.80% | 29.52K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 28K | SH | $4.48M 1.76% | 28K | 0.00 | 0.00 |
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