Filed: 8/13/2025ACC: 0001420506-25-001929
📋 What this filing means
STANLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $594.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$594.31M
Total AUM (reported)
13.89M
Total Shares
Allocation by class
COM$387.10M65.1%
COM CL A$66.24M11.1%
COM SHS$37.03M6.2%
CL A$32.40M5.5%
COM NEW$17.14M2.9%
SHS USD$15.05M2.5%
CAP STK CL A$12.12M2.0%
Portfolio Concentration
Top 3$108.10M18.2%
4–10$160.43M27.0%
11–25$226.27M38.1%
Rest$99.52M16.7%
Top 3 weight
18.2%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 13.89M
Sole
Full voting authority
13.89M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
VERTIV HOLDINGS CO
SOLEShares360K
TypeSH
Market value$46.23M
7.78%
Sole
360K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares43.90K
TypeSH
Market value$32.40M
5.45%
Sole
43.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares134.80K
TypeSH
Market value$29.47M
4.96%
Sole
134.80K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares79.79K
TypeSH
Market value$26.48M
4.45%
Sole
79.79K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares341.70K
TypeSH
Market value$25.47M
4.29%
Sole
341.70K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares33.50K
TypeSH
Market value$24.55M
4.13%
Sole
33.50K
Shared
0.00
None
0.00
FISERV INC
SOLEShares135.56K
TypeSH
Market value$23.37M
3.93%
Sole
135.56K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares54.12K
TypeSH
Market value$21.05M
3.54%
Sole
54.12K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares536K
TypeSH
Market value$19.78M
3.33%
Sole
536K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares107.80K
TypeSH
Market value$19.73M
3.32%
Sole
107.80K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares133.60K
TypeSH
Market value$19.37M
3.26%
Sole
133.60K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares331.91K
TypeSH
Market value$18.02M
3.03%
Sole
331.91K
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares1.32M
TypeSH
Market value$17.75M
2.99%
Sole
1.32M
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares101.63K
TypeSH
Market value$17.14M
2.88%
Sole
101.63K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares344.14K
TypeSH
Market value$16.28M
2.74%
Sole
344.14K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares2.78M
TypeSH
Market value$15.74M
2.65%
Sole
2.78M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares48.83K
TypeSH
Market value$15.58M
2.62%
Sole
48.83K
Shared
0.00
None
0.00
INTERNATIONAL GAME TECHNOLOG
SOLEShares952K
TypeSH
Market value$15.05M
2.53%
Sole
952K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares192K
TypeSH
Market value$14.97M
2.52%
Sole
192K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares31.93K
TypeSH
Market value$14.94M
2.51%
Sole
31.93K
Shared
0.00
None
0.00
AECOM
SOLEShares116.40K
TypeSH
Market value$13.14M
2.21%
Sole
116.40K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares161.61K
TypeSH
Market value$12.94M
2.18%
Sole
161.61K
Shared
0.00
None
0.00
ROBERT HALF INC.
SOLEShares301.49K
TypeSH
Market value$12.38M
2.08%
Sole
301.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares68.80K
TypeSH
Market value$12.12M
2.04%
Sole
68.80K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares377K
TypeSH
Market value$10.87M
1.83%
Sole
377K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 360K | SH | $46.23M 7.78% | 360K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 43.90K | SH | $32.40M 5.45% | 43.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 134.80K | SH | $29.47M 4.96% | 134.80K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 79.79K | SH | $26.48M 4.45% | 79.79K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 341.70K | SH | $25.47M 4.29% | 341.70K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 33.50K | SH | $24.55M 4.13% | 33.50K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 135.56K | SH | $23.37M 3.93% | 135.56K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 54.12K | SH | $21.05M 3.54% | 54.12K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 536K | SH | $19.78M 3.33% | 536K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 107.80K | SH | $19.73M 3.32% | 107.80K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 133.60K | SH | $19.37M 3.26% | 133.60K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 331.91K | SH | $18.02M 3.03% | 331.91K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 1.32M | SH | $17.75M 2.99% | 1.32M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 101.63K | SH | $17.14M 2.88% | 101.63K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 344.14K | SH | $16.28M 2.74% | 344.14K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 2.78M | SH | $15.74M 2.65% | 2.78M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 48.83K | SH | $15.58M 2.62% | 48.83K | 0.00 | 0.00 |
INTERNATIONAL GAME TECHNOLOGSOLE | SHS USD | 952K | SH | $15.05M 2.53% | 952K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 192K | SH | $14.97M 2.52% | 192K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 31.93K | SH | $14.94M 2.51% | 31.93K | 0.00 | 0.00 |
AECOMSOLE | COM | 116.40K | SH | $13.14M 2.21% | 116.40K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 161.61K | SH | $12.94M 2.18% | 161.61K | 0.00 | 0.00 |
ROBERT HALF INC.SOLE | COM | 301.49K | SH | $12.38M 2.08% | 301.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 68.80K | SH | $12.12M 2.04% | 68.80K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 377K | SH | $10.87M 1.83% | 377K | 0.00 | 0.00 |
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