Filed: 2/13/2026ACC: 0001420506-26-000410
📋 What this filing means
STANLEY CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $598.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$598.08M
Total AUM (reported)
14.06M
Total Shares
Allocation by class
COM$365.35M61.1%
COM CL A$58.02M9.7%
COM SHS$36.96M6.2%
COM NEW$28.79M4.8%
CL A$27.66M4.6%
CAP STK CL A$21.53M3.6%
SPONSORED ADR$18.36M3.1%
Portfolio Concentration
Top 3$93.60M15.6%
4–10$164.03M27.4%
11–25$224.26M37.5%
Rest$116.20M19.4%
Top 3 weight
15.6%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 14.06M
Sole
Full voting authority
14.06M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
VERTIV HOLDINGS CO
SOLEShares229K
TypeSH
Market value$37.10M
6.20%
Sole
229K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares101.63K
TypeSH
Market value$28.79M
4.81%
Sole
101.63K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares107.80K
TypeSH
Market value$27.70M
4.63%
Sole
107.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares41.90K
TypeSH
Market value$27.66M
4.62%
Sole
41.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares131.80K
TypeSH
Market value$25.69M
4.30%
Sole
131.80K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares30.10K
TypeSH
Market value$24.69M
4.13%
Sole
30.10K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares79.79K
TypeSH
Market value$24.01M
4.01%
Sole
79.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares68.80K
TypeSH
Market value$21.53M
3.60%
Sole
68.80K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares58.52K
TypeSH
Market value$20.51M
3.43%
Sole
58.52K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares536K
TypeSH
Market value$19.93M
3.33%
Sole
536K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares133.60K
TypeSH
Market value$18.75M
3.13%
Sole
133.60K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares623.33K
TypeSH
Market value$18.36M
3.07%
Sole
623.33K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares48.83K
TypeSH
Market value$18.06M
3.02%
Sole
48.83K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares321.64K
TypeSH
Market value$17.69M
2.96%
Sole
321.64K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares261.70K
TypeSH
Market value$17.54M
2.93%
Sole
261.70K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares192K
TypeSH
Market value$16.14M
2.70%
Sole
192K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares67.40K
TypeSH
Market value$15.19M
2.54%
Sole
67.40K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares23.73K
TypeSH
Market value$14.36M
2.40%
Sole
23.73K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares163K
TypeSH
Market value$13.85M
2.32%
Sole
163K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares324.72K
TypeSH
Market value$13.36M
2.23%
Sole
324.72K
Shared
0.00
None
0.00
BRIGHTSTAR LOTTERY PLC
SOLEShares857K
TypeSH
Market value$13.27M
2.22%
Sole
857K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares1.94M
TypeSH
Market value$12.95M
2.16%
Sole
1.94M
Shared
0.00
None
0.00
COLUMBUS MCKINNON CORP N Y
SOLEShares705K
TypeSH
Market value$12.16M
2.03%
Sole
705K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares402K
TypeSH
Market value$11.48M
1.92%
Sole
402K
Shared
0.00
None
0.00
AECOM
SOLEShares116.40K
TypeSH
Market value$11.10M
1.86%
Sole
116.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 229K | SH | $37.10M 6.20% | 229K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 101.63K | SH | $28.79M 4.81% | 101.63K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 107.80K | SH | $27.70M 4.63% | 107.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.90K | SH | $27.66M 4.62% | 41.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 131.80K | SH | $25.69M 4.30% | 131.80K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 30.10K | SH | $24.69M 4.13% | 30.10K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 79.79K | SH | $24.01M 4.01% | 79.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 68.80K | SH | $21.53M 3.60% | 68.80K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 58.52K | SH | $20.51M 3.43% | 58.52K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 536K | SH | $19.93M 3.33% | 536K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 133.60K | SH | $18.75M 3.13% | 133.60K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 623.33K | SH | $18.36M 3.07% | 623.33K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 48.83K | SH | $18.06M 3.02% | 48.83K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 321.64K | SH | $17.69M 2.96% | 321.64K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 261.70K | SH | $17.54M 2.93% | 261.70K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 192K | SH | $16.14M 2.70% | 192K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 67.40K | SH | $15.19M 2.54% | 67.40K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 23.73K | SH | $14.36M 2.40% | 23.73K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 163K | SH | $13.85M 2.32% | 163K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 324.72K | SH | $13.36M 2.23% | 324.72K | 0.00 | 0.00 |
BRIGHTSTAR LOTTERY PLCSOLE | SHS USD | 857K | SH | $13.27M 2.22% | 857K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 1.94M | SH | $12.95M 2.16% | 1.94M | 0.00 | 0.00 |
COLUMBUS MCKINNON CORP N YSOLE | COM | 705K | SH | $12.16M 2.03% | 705K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 402K | SH | $11.48M 1.92% | 402K | 0.00 | 0.00 |
AECOMSOLE | COM | 116.40K | SH | $11.10M 1.86% | 116.40K | 0.00 | 0.00 |
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