Filed: 5/12/2026ACC: 0001420506-26-000929
📋 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 $598.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$598.27M
Total AUM (reported)
10.92M
Total Shares
Allocation by class
COM$352.46M58.9%
COM CL A$69.62M11.6%
COM SHS$38.48M6.4%
CL A$23.97M4.0%
COM NEW$23.47M3.9%
CAP STK CL A$19.78M3.3%
SPONSORED ADR$19.62M3.3%
Portfolio Concentration
Top 3$106.57M17.8%
4–10$160.78M26.9%
11–25$218.78M36.6%
Rest$112.14M18.7%
Top 3 weight
17.8%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 10.92M
Sole
Full voting authority
10.92M
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
SOLEShares190.70K
TypeSH
Market value$47.79M
7.99%
Sole
190.70K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares98.80K
TypeSH
Market value$33.77M
5.64%
Sole
98.80K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares133.60K
TypeSH
Market value$25.02M
4.18%
Sole
133.60K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares28.80K
TypeSH
Market value$24.92M
4.17%
Sole
28.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares41.90K
TypeSH
Market value$23.97M
4.01%
Sole
41.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares159.80K
TypeSH
Market value$23.51M
3.93%
Sole
159.80K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares101.63K
TypeSH
Market value$23.47M
3.92%
Sole
101.63K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares79.79K
TypeSH
Market value$23.22M
3.88%
Sole
79.79K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares261.70K
TypeSH
Market value$21.91M
3.66%
Sole
261.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares68.80K
TypeSH
Market value$19.78M
3.31%
Sole
68.80K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares623.33K
TypeSH
Market value$19.62M
3.28%
Sole
623.33K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares536K
TypeSH
Market value$19.01M
3.18%
Sole
536K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares183K
TypeSH
Market value$18.13M
3.03%
Sole
183K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares58.52K
TypeSH
Market value$17.13M
2.86%
Sole
58.52K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares117K
TypeSH
Market value$15.85M
2.65%
Sole
117K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares321.64K
TypeSH
Market value$15.68M
2.62%
Sole
321.64K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares1.94M
TypeSH
Market value$15.26M
2.55%
Sole
1.94M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares48.83K
TypeSH
Market value$14.77M
2.47%
Sole
48.83K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares192K
TypeSH
Market value$13.60M
2.27%
Sole
192K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares10K
TypeSH
Market value$13.21M
2.21%
Sole
10K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares23.73K
TypeSH
Market value$12.40M
2.07%
Sole
23.73K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares67.40K
TypeSH
Market value$11.49M
1.92%
Sole
67.40K
Shared
0.00
None
0.00
ICON PLC
SOLEShares100K
TypeSH
Market value$11.07M
1.85%
Sole
100K
Shared
0.00
None
0.00
BRIGHTSTAR LOTTERY PLC
SOLEShares857K
TypeSH
Market value$10.92M
1.82%
Sole
857K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares324.72K
TypeSH
Market value$10.63M
1.78%
Sole
324.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 190.70K | SH | $47.79M 7.99% | 190.70K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 98.80K | SH | $33.77M 5.64% | 98.80K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 133.60K | SH | $25.02M 4.18% | 133.60K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 28.80K | SH | $24.92M 4.17% | 28.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.90K | SH | $23.97M 4.01% | 41.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 159.80K | SH | $23.51M 3.93% | 159.80K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 101.63K | SH | $23.47M 3.92% | 101.63K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 79.79K | SH | $23.22M 3.88% | 79.79K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 261.70K | SH | $21.91M 3.66% | 261.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 68.80K | SH | $19.78M 3.31% | 68.80K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 623.33K | SH | $19.62M 3.28% | 623.33K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 536K | SH | $19.01M 3.18% | 536K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 183K | SH | $18.13M 3.03% | 183K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 58.52K | SH | $17.13M 2.86% | 58.52K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 117K | SH | $15.85M 2.65% | 117K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 321.64K | SH | $15.68M 2.62% | 321.64K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 1.94M | SH | $15.26M 2.55% | 1.94M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 48.83K | SH | $14.77M 2.47% | 48.83K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 192K | SH | $13.60M 2.27% | 192K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 10K | SH | $13.21M 2.21% | 10K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 23.73K | SH | $12.40M 2.07% | 23.73K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 67.40K | SH | $11.49M 1.92% | 67.40K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 100K | SH | $11.07M 1.85% | 100K | 0.00 | 0.00 |
BRIGHTSTAR LOTTERY PLCSOLE | SHS USD | 857K | SH | $10.92M 1.82% | 857K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 324.72K | SH | $10.63M 1.78% | 324.72K | 0.00 | 0.00 |
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