Stanley Capital Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$607.7M
Holdings
40
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 229,000 | $34.5M | 5.68% | |
| 2 | ORCLORACLE CORP | 112,800 | $31.7M | 5.22% | |
| 3 | METAMETA PLATFORMS INC | 41,900 | $30.8M | 5.06% | |
| 4 | MCKMCKESSON CORP | 30,100 | $23.3M | 3.83% | |
| 5 | CTVACORTEVA INC | 341,700 | $23.1M | 3.80% | |
| 6 | CPAYCORPAY INC | 79,790 | $23.0M | 3.78% | |
| 7 | VNTVONTIER CORPORATION | 536,000 | $22.5M | 3.70% | |
| 8 | AMATAPPLIED MATLS INC | 107,800 | $22.1M | 3.63% | |
| 9 | EXPEEXPEDIA GROUP INC | 101,630 | $21.7M | 3.57% | |
| 10 | RRXREGAL REXNORD CORPORATION | 133,600 | $19.2M | 3.15% | |
| 11 | ELVELEVANCE HEALTH INC FORMERLY | 58,519 | $18.9M | 3.11% | |
| 12 | FISVFISERV INC | 135,559 | $17.5M | 2.88% | |
| 13 | GOOGLALPHABET INC | 68,800 | $16.7M | 2.75% | |
| 14 | WEAWESTERN ALLIANCE BANCORP | 192,000 | $16.6M | 2.74% | |
| 15 | BACBANK AMERICA CORP | 321,642 | $16.6M | 2.73% | |
| 16 | AVTRAVANTOR INC | 1,318,500 | $16.5M | 2.71% | |
| 17 | IGTBRIGHTSTAR LOTTERY PLC | 952,000 | $16.4M | 2.70% | |
| 18 | AXPAMERICAN EXPRESS CO | 48,830 | $16.2M | 2.67% | |
| 19 | CNCCENTENE CORP DEL | 440,912 | $15.7M | 2.59% | |
| 20 | ACMAECOM | 116,400 | $15.2M | 2.50% | |
| 21 | GPNGLOBAL PMTS INC | 176,608 | $14.7M | 2.41% | |
| 22 | RTORENTOKIL INITIAL PLC | 570,329 | $14.4M | 2.37% | |
| 23 | MRVLMARVELL TECHNOLOGY INC | 163,000 | $13.7M | 2.25% | |
| 24 | ULTAULTA BEAUTY INC | 23,730 | $13.0M | 2.13% | |
| 25 | QDELQUIDELORTHO CORP | 377,000 | $11.1M | 1.83% | |
| 26 | RHIROBERT HALF INC. | 301,493 | $10.2M | 1.69% | |
| 27 | ALITALIGHT INC | 3,130,835 | $10.2M | 1.68% | |
| 28 | BEBLOOM ENERGY CORP | 117,000 | $9.9M | 1.63% | |
| 29 | ASMLASML HOLDING N V | 10,000 | $9.7M | 1.59% | |
| 30 | CMCOCOLUMBUS MCKINNON CORP N Y | 675,000 | $9.7M | 1.59% | |
| 31 | ARMKARAMARK | 234,600 | $9.0M | 1.48% | |
| 32 | IQVIQVIA HLDGS INC | 45,900 | $8.7M | 1.43% | |
| 33 | VSTSVESTIS CORPORATION | 1,841,107 | $8.3M | 1.37% | |
| 34 | PRMPERIMETER SOLUTIONS INC | 349,000 | $7.8M | 1.29% | |
| 35 | MSFTMICROSOFT CORP | 14,695 | $7.6M | 1.25% | |
| 36 | MCOMOODYS CORP | 15,758 | $7.5M | 1.24% | |
| 37 | FANGDIAMONDBACK ENERGY INC | 44,000 | $6.3M | 1.04% | |
| 38 | AXTAAXALTA COATING SYS LTD | 216,600 | $6.2M | 1.02% | |
| 39 | GOOGALPHABET INC | 24,960 | $6.1M | 1.00% | |
| 40 | STGWSTAGWELL INC | 950,342 | $5.3M | 0.88% |