Universe · entity
Stanley Capital Management, LLC
Institutional manager (13F) · CIK 1518934
13F holdings · as of 2026-03-31 · top 40 · reported portfolio $598M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | $48M | 190,700 |
| 2 | APPLIED MATLS INC | $34M | 98,800 |
| 3 | REGAL REXNORD CORPORATION | $25M | 133,600 |
| 4 | MCKESSON CORP | $25M | 28,800 |
| 5 | META PLATFORMS INC | $24M | 41,900 |
| 6 | ORACLE CORP | $24M | 159,800 |
| 7 | EXPEDIA GROUP INC | $23M | 101,630 |
| 8 | CORPAY INC | $23M | 79,790 |
| 9 | CORTEVA INC | $22M | 261,700 |
| 10 | ALPHABET INC | $20M | 68,800 |
| 11 | RENTOKIL INITIAL PLC | $20M | 623,329 |
| 12 | VONTIER CORPORATION | $19M | 536,000 |
| 13 | MARVELL TECHNOLOGY INC | $18M | 183,000 |
| 14 | ELEVANCE HEALTH INC FORMERLY | $17M | 58,519 |
| 15 | BLOOM ENERGY CORP | $16M | 117,000 |
| 16 | BANK AMERICA CORP | $16M | 321,642 |
| 17 | VESTIS CORPORATION | $15M | 1,941,107 |
| 18 | AMERICAN EXPRESS CO | $15M | 48,830 |
| 19 | WESTERN ALLIANCE BANCORP | $14M | 192,000 |
| 20 | ASML HLDG NV | $13M | 10,000 |
| 21 | ULTA BEAUTY INC | $12M | 23,730 |
| 22 | IQVIA HLDGS INC | $11M | 67,400 |
| 23 | ICON PLC | $11M | 100,000 |
| 24 | BRIGHTSTAR LOTTERY PLC | $11M | 857,000 |
| 25 | CENTENE CORP DEL | $11M | 324,722 |
| 26 | COLUMBUS MCKINNON CORP N Y | $11M | 725,000 |
| 27 | AECOM | $10M | 116,400 |
| 28 | ARAMARK | $10M | 234,600 |
| 29 | GLOBAL PMTS INC | $9M | 136,608 |
| 30 | PERIMETER SOLUTIONS INC | $9M | 349,000 |
| 31 | INTUIT | $8M | 19,300 |
| 32 | AVANTOR INC | $7M | 918,500 |
| 33 | ALPHABET INC | $7M | 24,960 |
| 34 | FISERV INC | $7M | 125,559 |
| 35 | MOODYS CORP | $7M | 15,758 |
| 36 | ROBERT HALF INC. | $6M | 250,493 |
| 37 | AXALTA COATING SYS LTD | $6M | 216,600 |
| 38 | STAGWELL INC | $6M | 950,342 |
| 39 | MICROSOFT CORP | $5M | 14,695 |
| 40 | QUIDELORTHO CORP | $4M | 252,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.