# Stanley Capital Management, LLC: Form 13F holdings

An institutional investment manager in HOUSTON, TX. SEC CIK 1518934.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $754.3m
- Positions: 37 (37 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1518934/000142050626001830/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $56.2m | 7.5% | 77,800 |  | Reduced −21,000 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $53.5m | 7.1% | 159,694 |  | Reduced −31,006 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $49.4m | 6.6% | 166,000 |  | Reduced −17,000 |
| [REGAL REXNORD CORPORATION (RRX)](/companies/rrx.md) | COM | $31.8m | 4.2% | 133,600 |  | Unchanged |
| [VESTIS CORPORATION (VSTS)](/companies/vsts.md) | COM SHS | $29.6m | 3.9% | 2,041,107 |  | Added +100,000 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $28.2m | 3.7% | 72,819 |  | Added +14,300 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $27.2m | 3.6% | 89,800 |  | Reduced −27,200 |
| [CORPAY INC (CPAY)](/companies/cpay.md) | COM SHS | $26.6m | 3.5% | 79,790 |  | Unchanged |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $26.3m | 3.5% | 409,722 |  | Added +85,000 |
| [EXPEDIA GROUP INC (EXPE)](/companies/expe.md) | COM NEW | $26.0m | 3.4% | 101,630 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $24.6m | 3.3% | 68,800 |  | Unchanged |
| ICON PUB LTD CO | SHS | $24.3m | 3.2% | 140,160 |  | Added +40,160 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $23.6m | 3.1% | 41,900 |  | Unchanged |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $23.4m | 3.1% | 159,800 |  | Unchanged |
| [CORTEVA INC (CTVA)](/companies/ctva.md) | COM | $22.2m | 2.9% | 261,700 |  | Unchanged |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $21.8m | 2.9% | 28,800 |  | Unchanged |
| ASML HLDG NV | N Y REGISTRY SHS | $19.9m | 2.6% | 10,000 |  | Unchanged |
| [RENTOKIL INITIAL PLC (RTO)](/companies/rto.md) | SPONSORED ADR | $19.1m | 2.5% | 667,329 |  | Added +44,000 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $18.3m | 2.4% | 321,642 |  | Unchanged |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | COM | $16.9m | 2.2% | 87,400 |  | Added +20,000 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $16.5m | 2.2% | 48,830 |  | Unchanged |
| [WESTERN ALLIANCE BANCORP (WAL)](/companies/wal.md) | COM | $15.8m | 2.1% | 192,000 |  | Unchanged |
| [VONTIER CORPORATION (VNT)](/companies/vnt.md) | COM | $15.5m | 2.1% | 536,000 |  | Unchanged |
| [ROBERT HALF INC. (RHI)](/companies/rhi.md) | COM | $14.8m | 2.0% | 480,493 |  | Added +230,000 |
| [POOL CORP (POOL)](/companies/pool.md) | COM | $13.3m | 1.8% | 62,000 |  | New +62,000 |
| [COLUMBUS MCKINNON CORP N Y (CMCO)](/companies/cmco.md) | COM | $12.9m | 1.7% | 855,000 |  | Added +130,000 |
| [PERIMETER SOLUTIONS INC (PRM)](/companies/prm.md) | COMMON STOCK | $12.4m | 1.6% | 349,000 |  | Unchanged |
| [EQUIPMENTSHARE COM INC (EQPT)](/companies/eqpt.md) | COM CL A | $12.0m | 1.6% | 609,200 |  | New +609,200 |
| [ESAB CORPORATION (ESAB)](/companies/esab.md) | COM | $11.2m | 1.5% | 113,300 |  | New +113,300 |
| [ULTA BEAUTY INC (ULTA)](/companies/ulta.md) | COM | $10.7m | 1.4% | 23,730 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $8.8m | 1.2% | 24,960 |  | Unchanged |
| [AECOM (ACM)](/companies/acm.md) | COM | $8.1m | 1.1% | 116,400 |  | Unchanged |
| AXALTA COATING SYS LTD | COM | $7.4m | 1.0% | 216,600 |  | Unchanged |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $7.1m | 0.9% | 15,758 |  | Unchanged |
| [STAGWELL INC (STGW)](/companies/stgw.md) | COM CL A | $7.1m | 0.9% | 950,342 |  | Unchanged |
| [FISERV INC (FISV)](/companies/fisv.md) | COM | $6.2m | 0.8% | 125,559 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $5.5m | 0.7% | 14,695 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ARAMARK (ARMK)](/companies/armk.md) | COM | $0 | 0.0% | 0 |  | Sold out −234,600 |
| [AVANTOR INC (AVTR)](/companies/avtr.md) | COM | $0 | 0.0% | 0 |  | Sold out −918,500 |
| BRIGHTSTAR LOTTERY PLC | SHS USD | $0 | 0.0% | 0 |  | Sold out −857,000 |
| [GLOBAL PMTS INC (GPN)](/companies/gpn.md) | COM | $0 | 0.0% | 0 |  | Sold out −136,608 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $0 | 0.0% | 0 |  | Sold out −19,300 |
| [QUIDELORTHO CORP (QDEL)](/companies/qdel.md) | COM | $0 | 0.0% | 0 |  | Sold out −252,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001830. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.