Filed: 11/14/2025ACC: 0001420506-25-003327
📋 What this filing means
STANLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $607.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$607.70M
Total AUM (reported)
14.65M
Total Shares
Allocation by class
COM$392.76M64.6%
COM CL A$60.00M9.9%
COM SHS$31.32M5.2%
CL A$30.77M5.1%
COM NEW$21.72M3.6%
CAP STK CL A$16.73M2.8%
SHS USD$16.42M2.7%
Portfolio Concentration
Top 3$97.04M16.0%
4–10$154.80M25.5%
11–25$233.22M38.4%
Rest$122.63M20.2%
Top 3 weight
16.0%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 14.65M
Sole
Full voting authority
14.65M
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)
Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:
VERTIV HOLDINGS CO
SOLEShares229K
TypeSH
Market value$34.55M
5.68%
Sole
229K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares112.80K
TypeSH
Market value$31.72M
5.22%
Sole
112.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares41.90K
TypeSH
Market value$30.77M
5.06%
Sole
41.90K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares30.10K
TypeSH
Market value$23.25M
3.83%
Sole
30.10K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares341.70K
TypeSH
Market value$23.11M
3.80%
Sole
341.70K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares79.79K
TypeSH
Market value$22.98M
3.78%
Sole
79.79K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares536K
TypeSH
Market value$22.50M
3.70%
Sole
536K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares107.80K
TypeSH
Market value$22.07M
3.63%
Sole
107.80K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares101.63K
TypeSH
Market value$21.72M
3.57%
Sole
101.63K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares133.60K
TypeSH
Market value$19.16M
3.15%
Sole
133.60K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares58.52K
TypeSH
Market value$18.91M
3.11%
Sole
58.52K
Shared
0.00
None
0.00
FISERV INC
SOLEShares135.56K
TypeSH
Market value$17.48M
2.88%
Sole
135.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares68.80K
TypeSH
Market value$16.73M
2.75%
Sole
68.80K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares192K
TypeSH
Market value$16.65M
2.74%
Sole
192K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares321.64K
TypeSH
Market value$16.59M
2.73%
Sole
321.64K
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares1.32M
TypeSH
Market value$16.45M
2.71%
Sole
1.32M
Shared
0.00
None
0.00
BRIGHTSTAR LOTTERY PLC
SOLEShares952K
TypeSH
Market value$16.42M
2.70%
Sole
952K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares48.83K
TypeSH
Market value$16.22M
2.67%
Sole
48.83K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares440.91K
TypeSH
Market value$15.73M
2.59%
Sole
440.91K
Shared
0.00
None
0.00
AECOM
SOLEShares116.40K
TypeSH
Market value$15.19M
2.50%
Sole
116.40K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares176.61K
TypeSH
Market value$14.67M
2.41%
Sole
176.61K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares570.33K
TypeSH
Market value$14.40M
2.37%
Sole
570.33K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares163K
TypeSH
Market value$13.70M
2.25%
Sole
163K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares23.73K
TypeSH
Market value$12.97M
2.14%
Sole
23.73K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares377K
TypeSH
Market value$11.10M
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 | 229K | SH | $34.55M 5.68% | 229K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 112.80K | SH | $31.72M 5.22% | 112.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.90K | SH | $30.77M 5.06% | 41.90K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 30.10K | SH | $23.25M 3.83% | 30.10K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 341.70K | SH | $23.11M 3.80% | 341.70K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 79.79K | SH | $22.98M 3.78% | 79.79K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 536K | SH | $22.50M 3.70% | 536K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 107.80K | SH | $22.07M 3.63% | 107.80K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 101.63K | SH | $21.72M 3.57% | 101.63K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 133.60K | SH | $19.16M 3.15% | 133.60K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 58.52K | SH | $18.91M 3.11% | 58.52K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 135.56K | SH | $17.48M 2.88% | 135.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 68.80K | SH | $16.73M 2.75% | 68.80K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 192K | SH | $16.65M 2.74% | 192K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 321.64K | SH | $16.59M 2.73% | 321.64K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 1.32M | SH | $16.45M 2.71% | 1.32M | 0.00 | 0.00 |
BRIGHTSTAR LOTTERY PLCSOLE | SHS USD | 952K | SH | $16.42M 2.70% | 952K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 48.83K | SH | $16.22M 2.67% | 48.83K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 440.91K | SH | $15.73M 2.59% | 440.91K | 0.00 | 0.00 |
AECOMSOLE | COM | 116.40K | SH | $15.19M 2.50% | 116.40K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 176.61K | SH | $14.67M 2.41% | 176.61K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 570.33K | SH | $14.40M 2.37% | 570.33K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 163K | SH | $13.70M 2.25% | 163K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 23.73K | SH | $12.97M 2.14% | 23.73K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 377K | SH | $11.10M 1.83% | 377K | 0.00 | 0.00 |
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