Q1 2025 · 13F-HR/A
Stanley Capital Management, LLCholdings as filed
Filed 2025-06-11 · accession 0001420506-25-001384
$508.3M
Reported value
37
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 337738108 | FISV | FISERV INC | $27.7M | 5.45% | 125,559 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $27.5M | 5.40% | 63,119 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $25.3M | 4.98% | 43,900 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $24.3M | 4.79% | 69,790 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $22.5M | 4.44% | 33,500 | Common | SOLE |
| 29430C102 | VSTS | VESTIS CORPORATION | $21.7M | 4.27% | 2,191,107 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $21.5M | 4.23% | 341,700 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $20.2M | 3.96% | 331,912 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $18.8M | 3.71% | 134,800 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $18.7M | 3.68% | 259,000 | Common | SOLE |
| 01626W101 | ALIT | ALIGHT INC | $18.4M | 3.62% | 3,100,835 | Common | SOLE |
| 928881101 | VNT | VONTIER CORPORATION | $17.6M | 3.46% | 536,000 | Common | SOLE |
| 05352A100 | AVTR | AVANTOR INC | $16.2M | 3.18% | 998,500 | Common | SOLE |
| G4863A108 | BRSL | INTERNATIONAL GAME TECHNOLOG | $15.5M | 3.05% | 952,000 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $15.3M | 3.01% | 366,142 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $14.8M | 2.90% | 192,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $14.5M | 2.85% | 99,800 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $14.3M | 2.80% | 145,608 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $13.7M | 2.70% | 81,630 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $13.1M | 2.58% | 48,830 | Common | SOLE |
| 219798105 | QDEL | QUIDELORTHO CORP | $12.1M | 2.37% | 345,000 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $10.9M | 2.14% | 29,730 | Common | SOLE |
| 00766T100 | ACM | AECOM | $10.8M | 2.12% | 116,400 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $9.1M | 1.79% | 58,800 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $9.0M | 1.76% | 56,000 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $8.9M | 1.75% | 525,000 | Common | SOLE |
| 03852U106 | ARMK | ARAMARK | $8.1M | 1.59% | 234,600 | Common | SOLE |
| 770323103 | RHI | ROBERT HALF INC. | $7.7M | 1.52% | 141,493 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $7.3M | 1.44% | 15,758 | Common | SOLE |
| G0750C108 | AXTA | AXALTA COATING SYS LTD | $7.2M | 1.41% | 216,600 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $6.6M | 1.30% | 10,000 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $5.9M | 1.15% | 137,000 | Common | SOLE |
| 85256A109 | STGW | STAGWELL INC | $5.7M | 1.13% | 950,342 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $5.5M | 1.09% | 14,695 | Common | SOLE |
| 760125104 | RTO | RENTOKIL INITIAL PLC | $4.6M | 0.90% | 200,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $3.9M | 0.77% | 24,960 | Common | SOLE |
| 71385M107 | PRM | PERIMETER SOLUTIONS INC | $3.5M | 0.69% | 349,000 | 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.