Stanley Capital Management, LLC
An institutional investment manager in HOUSTON, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1518934.
- Reported value$754.3m
- Positions37
Holdings: 37 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Applied Matls IncAMAT | COM | 038222105 | 56.2 | 7.5% | 77,800 | Reduced−21,000 | |
| Vertiv Holdings CoVRT | COM CL A | 92537N108 | 53.5 | 7.1% | 159,694 | Reduced−31,006 | |
| Marvell Technology IncMRVL | COM | 573874104 | 49.4 | 6.6% | 166,000 | Reduced−17,000 | |
| Regal Rexnord CorporationRRX | COM | 758750103 | 31.8 | 4.2% | 133,600 | Unchanged | |
| Vestis CorporationVSTS | COM SHS | 29430C102 | 29.6 | 3.9% | 2,041,107 | Added+100,000 | |
| Elevance Health Inc FormerlyELV | COM | 036752103 | 28.2 | 3.7% | 72,819 | Added+14,300 | |
| Bloom Energy CorpBE | COM CL A | 093712107 | 27.2 | 3.6% | 89,800 | Reduced−27,200 | |
| Corpay IncCPAY | COM SHS | 219948106 | 26.6 | 3.5% | 79,790 | Unchanged | |
| Centene Corp DelCNC | COM | 15135B101 | 26.3 | 3.5% | 409,722 | Added+85,000 | |
| Expedia Group IncEXPE | COM NEW | 30212P303 | 26.0 | 3.4% | 101,630 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 24.6 | 3.3% | 68,800 | Unchanged | |
| Icon Pub Ltd Co | SHS | G4705A100 | 24.3 | 3.2% | 140,160 | Added+40,160 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 23.6 | 3.1% | 41,900 | Unchanged | |
| Oracle CorpORCL | COM | 68389X105 | 23.4 | 3.1% | 159,800 | Unchanged | |
| Corteva IncCTVA | COM | 22052L104 | 22.2 | 2.9% | 261,700 | Unchanged | |
| McKesson CorpMCK | COM | 58155Q103 | 21.8 | 2.9% | 28,800 | Unchanged | |
| Asml HLDG NV | N Y REGISTRY SHS | N07059210 | 19.9 | 2.6% | 10,000 | Unchanged | |
| Rentokil Initial plcRTO | SPONSORED ADR | 760125104 | 19.1 | 2.5% | 667,329 | Added+44,000 | |
| Bank of Amer CorpBAC | COM | 060505104 | 18.3 | 2.4% | 321,642 | Unchanged | |
| Iqvia Holdings IncIQV | COM | 46266C105 | 16.9 | 2.2% | 87,400 | Added+20,000 | |
| American Express CoAXP | COM | 025816109 | 16.5 | 2.2% | 48,830 | Unchanged | |
| Western Alliance BancorpWAL | COM | 957638109 | 15.8 | 2.1% | 192,000 | Unchanged | |
| Vontier CorporationVNT | COM | 928881101 | 15.5 | 2.1% | 536,000 | Unchanged | |
| Robert Half Inc.RHI | COM | 770323103 | 14.8 | 2.0% | 480,493 | Added+230,000 | |
| Pool CorpPOOL | COM | 73278L105 | 13.3 | 1.8% | 62,000 | New+62,000 | |
| Columbus McKinnon Corp N YCMCO | COM | 199333105 | 12.9 | 1.7% | 855,000 | Added+130,000 | |
| Perimeter Solutions IncPRM | COMMON STOCK | 71385M107 | 12.4 | 1.6% | 349,000 | Unchanged | |
| Equipmentshare Com IncEQPT | COM CL A | 29445S100 | 12.0 | 1.6% | 609,200 | New+609,200 | |
| Esab CorporationESAB | COM | 29605J106 | 11.2 | 1.5% | 113,300 | New+113,300 | |
| Ulta Beauty IncULTA | COM | 90384S303 | 10.7 | 1.4% | 23,730 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 8.8 | 1.2% | 24,960 | Unchanged | |
| AecomACM | COM | 00766T100 | 8.1 | 1.1% | 116,400 | Unchanged | |
| Axalta Coating Sys Ltd | COM | G0750C108 | 7.4 | 1.0% | 216,600 | Unchanged | |
| Moodys CorpMCO | COM | 615369105 | 7.1 | 0.9% | 15,758 | Unchanged | |
| Stagwell IncSTGW | COM CL A | 85256A109 | 7.1 | 0.9% | 950,342 | Unchanged | |
| Fiserv IncFISV | COM | 337738108 | 6.2 | 0.8% | 125,559 | Unchanged | |
| Microsoft CorpMSFT | COM | 594918104 | 5.5 | 0.7% | 14,695 | Unchanged |
Sold out: 6 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| AramarkARMK | COM | 03852U106 | 0.0 | 0.0% | 0 | Sold out−234,600 | |
| Avantor IncAVTR | COM | 05352A100 | 0.0 | 0.0% | 0 | Sold out−918,500 | |
| Brightstar Lottery plc | SHS USD | G4863A108 | 0.0 | 0.0% | 0 | Sold out−857,000 | |
| Global PMTS IncGPN | COM | 37940X102 | 0.0 | 0.0% | 0 | Sold out−136,608 | |
| IntuitINTU | COM | 461202103 | 0.0 | 0.0% | 0 | Sold out−19,300 | |
| Quidelortho CorpQDEL | COM | 219798105 | 0.0 | 0.0% | 0 | Sold out−252,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001830 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.