Filed: 8/14/2026ACC: 0001420506-26-001830
📋 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 $754.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$754.29M
Total AUM (reported)
9.85M
Total Shares
Allocation by class
COM$439.59M58.3%
COM CL A$99.69M13.2%
COM SHS$56.23M7.5%
COM NEW$26.01M3.4%
CAP STK CL A$24.59M3.3%
SHS$24.35M3.2%
CL A$23.60M3.1%
Portfolio Concentration
Top 3$159.17M21.1%
4–10$195.70M25.9%
11–25$290.00M38.4%
Rest$109.43M14.5%
Top 3 weight
21.1%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 9.85M
Sole
Full voting authority
9.85M
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:
APPLIED MATLS INC
SOLEShares77.80K
TypeSH
Market value$56.25M
7.46%
Sole
77.80K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares159.69K
TypeSH
Market value$53.47M
7.09%
Sole
159.69K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares166K
TypeSH
Market value$49.45M
6.56%
Sole
166K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares133.60K
TypeSH
Market value$31.82M
4.22%
Sole
133.60K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares2.04M
TypeSH
Market value$29.64M
3.93%
Sole
2.04M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares72.82K
TypeSH
Market value$28.16M
3.73%
Sole
72.82K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares89.80K
TypeSH
Market value$27.18M
3.60%
Sole
89.80K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares79.79K
TypeSH
Market value$26.59M
3.53%
Sole
79.79K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares409.72K
TypeSH
Market value$26.30M
3.49%
Sole
409.72K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares101.63K
TypeSH
Market value$26.01M
3.45%
Sole
101.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares68.80K
TypeSH
Market value$24.59M
3.26%
Sole
68.80K
Shared
0.00
None
0.00
ICON PUB LTD CO
SOLEShares140.16K
TypeSH
Market value$24.35M
3.23%
Sole
140.16K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares41.90K
TypeSH
Market value$23.60M
3.13%
Sole
41.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares159.80K
TypeSH
Market value$23.42M
3.10%
Sole
159.80K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares261.70K
TypeSH
Market value$22.16M
2.94%
Sole
261.70K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares28.80K
TypeSH
Market value$21.76M
2.88%
Sole
28.80K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares10K
TypeSH
Market value$19.89M
2.64%
Sole
10K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares667.33K
TypeSH
Market value$19.09M
2.53%
Sole
667.33K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares321.64K
TypeSH
Market value$18.33M
2.43%
Sole
321.64K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares87.40K
TypeSH
Market value$16.89M
2.24%
Sole
87.40K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares48.83K
TypeSH
Market value$16.52M
2.19%
Sole
48.83K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares192K
TypeSH
Market value$15.78M
2.09%
Sole
192K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares536K
TypeSH
Market value$15.54M
2.06%
Sole
536K
Shared
0.00
None
0.00
ROBERT HALF INC.
SOLEShares480.49K
TypeSH
Market value$14.75M
1.96%
Sole
480.49K
Shared
0.00
None
0.00
POOL CORP
SOLEShares62K
TypeSH
Market value$13.32M
1.77%
Sole
62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INCSOLE | COM | 77.80K | SH | $56.25M 7.46% | 77.80K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 159.69K | SH | $53.47M 7.09% | 159.69K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 166K | SH | $49.45M 6.56% | 166K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 133.60K | SH | $31.82M 4.22% | 133.60K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 2.04M | SH | $29.64M 3.93% | 2.04M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 72.82K | SH | $28.16M 3.73% | 72.82K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 89.80K | SH | $27.18M 3.60% | 89.80K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 79.79K | SH | $26.59M 3.53% | 79.79K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 409.72K | SH | $26.30M 3.49% | 409.72K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 101.63K | SH | $26.01M 3.45% | 101.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 68.80K | SH | $24.59M 3.26% | 68.80K | 0.00 | 0.00 |
ICON PUB LTD COSOLE | SHS | 140.16K | SH | $24.35M 3.23% | 140.16K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.90K | SH | $23.60M 3.13% | 41.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 159.80K | SH | $23.42M 3.10% | 159.80K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 261.70K | SH | $22.16M 2.94% | 261.70K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 28.80K | SH | $21.76M 2.88% | 28.80K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 10K | SH | $19.89M 2.64% | 10K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 667.33K | SH | $19.09M 2.53% | 667.33K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 321.64K | SH | $18.33M 2.43% | 321.64K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 87.40K | SH | $16.89M 2.24% | 87.40K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 48.83K | SH | $16.52M 2.19% | 48.83K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 192K | SH | $15.78M 2.09% | 192K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 536K | SH | $15.54M 2.06% | 536K | 0.00 | 0.00 |
ROBERT HALF INC.SOLE | COM | 480.49K | SH | $14.75M 1.96% | 480.49K | 0.00 | 0.00 |
POOL CORPSOLE | COM | 62K | SH | $13.32M 1.77% | 62K | 0.00 | 0.00 |
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