Q1 2025 · 13F-HR
Stanley Capital Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001205
$254.3M
Reported value
37
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 337738108 | FISV | FISERV INC | $13.9M | 5.47% | 62,949 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $13.7M | 5.40% | 31,597 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $12.7M | 4.97% | 21,950 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $12.2M | 4.78% | 34,890 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $11.3M | 4.43% | 16,757 | Common | SOLE |
| 29430C102 | VSTS | VESTIS CORPORATION | $10.8M | 4.27% | 1,095,553 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $10.8M | 4.23% | 170,850 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $10.1M | 3.96% | 165,912 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $9.4M | 3.71% | 67,400 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $9.3M | 3.68% | 129,500 | Common | SOLE |
| 01626W101 | ALIT | ALIGHT INC | $9.2M | 3.62% | 1,550,406 | Common | SOLE |
| 928881101 | VNT | VONTIER CORPORATION | $8.8M | 3.46% | 268,000 | Common | SOLE |
| 05352A100 | AVTR | AVANTOR INC | $8.1M | 3.18% | 499,250 | Common | SOLE |
| G4863A108 | BRSL | INTERNATIONAL GAME TECHNOLOG | $7.7M | 3.04% | 476,000 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $7.7M | 3.01% | 183,360 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $7.4M | 2.90% | 96,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $7.2M | 2.85% | 49,950 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $7.1M | 2.80% | 72,800 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $6.8M | 2.69% | 40,730 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $6.6M | 2.59% | 24,491 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $6.0M | 2.37% | 172,500 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $5.4M | 2.13% | 14,800 | Common | SOLE |
| 00766T100 | ACM | AECOM | $5.4M | 2.12% | 58,200 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.6M | 1.80% | 29,520 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $4.5M | 1.76% | 28,000 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $4.4M | 1.75% | 262,500 | Common | SOLE |
| 03852U106 | ARMK | ARAMARK | $4.0M | 1.59% | 117,300 | Common | SOLE |
| 770323103 | RHI | ROBERT HALF INC. | $3.9M | 1.52% | 70,901 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $3.7M | 1.45% | 7,930 | Common | SOLE |
| G0750C108 | AXTA | AXALTA COATING SYS LTD | $3.6M | 1.41% | 108,300 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $3.3M | 1.30% | 5,000 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $2.9M | 1.15% | 68,500 | Common | SOLE |
| 85256A109 | STGW | STAGWELL INC | $2.9M | 1.13% | 476,255 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.8M | 1.09% | 7,366 | Common | SOLE |
| 760125104 | RTO | RENTOKIL INITIAL PLC | $2.3M | 0.90% | 100,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $2.0M | 0.77% | 12,580 | Common | SOLE |
| 71385M107 | PRM | PERIMETER SOLUTIONS INC | $1.8M | 0.69% | 174,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.