Stanley Capital Management, LLC

HOUSTON, TX · CIK 1518934 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySTANLEY CAPITAL MANAGEMENT LLC (US)

Others nearbyHouston, TX

$754.3m reported value +26.1% vs Q1 2026

37positions

47.0%in top 10

3 new 8 added 4 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	77,800	$56.2m7.46%	7.46%	Reduced -21.0k	-21,000 -21.3%
2	VERTIV HOLDINGS CO COM CL A VRT	VRT	159,694	$53.5m7.09%	7.09%	Reduced -31.0k	-31,006 -16.3%
3	MARVELL TECHNOLOGY INC COM MRVL	MRVL	166,000	$49.4m6.56%	6.56%	Reduced -17.0k	-17,000 -9.3%
4	REGAL REXNORD CORPORATION COM RRX	RRX	133,600	$31.8m4.22%	4.22%	Unchanged
5	VESTIS CORPORATION COM SHS VSTS	VSTS	2,041,107	$29.6m3.93%	3.93%	Added +100.0k	+100,000 5.2%
6	ELEVANCE HEALTH INC COM ELV	ELV	72,819	$28.2m3.73%	3.73%	Added +14.3k	+14,300 24.4%
7	BLOOM ENERGY CORP COM CL A BE	BE	89,800	$27.2m3.60%	3.60%	Reduced -27.2k	-27,200 -23.2%
8	CORPAY INC COM SHS CPAY	CPAY	79,790	$26.6m3.53%	3.53%	Unchanged
9	CENTENE CORP DEL COM CNC	CNC	409,722	$26.3m3.49%	3.49%	Added +85.0k	+85,000 26.2%
10	EXPEDIA GROUP INC COM NEW EXPE	EXPE	101,630	$26.0m3.45%	3.45%	Unchanged
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	68,800	$24.6m3.26%	3.26%	Unchanged
12	ICON PLC SHS ICLR	ICLR	140,160	$24.3m3.23%	3.23%	Added +40.2k	+40,160 40.2%
13	META PLATFORMS INC CL A META	META	41,900	$23.6m3.13%	3.13%	Unchanged
14	ORACLE CORP COM ORCL	ORCL	159,800	$23.4m3.10%	3.10%	Unchanged
15	CORTEVA INC COM CTVA	CTVA	261,700	$22.2m2.94%	2.94%	Unchanged
16	MCKESSON CORP COM MCK	MCK	28,800	$21.8m2.88%	2.88%	Unchanged
17	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	10,000	$19.9m2.64%	2.64%	Unchanged
18	RENTOKIL INITIAL PLC SPONSORED ADR RTO	RTO	667,329	$19.1m2.53%	2.53%	Added +44.0k	+44,000 7.1%
19	BANK AMERICA CORP COM BAC	BAC	321,642	$18.3m2.43%	2.43%	Unchanged
20	IQVIA HLDGS INC COM IQV	IQV	87,400	$16.9m2.24%	2.24%	Added +20.0k	+20,000 29.7%
21	AMERICAN EXPRESS CO COM AXP	AXP	48,830	$16.5m2.19%	2.19%	Unchanged
22	WESTERN ALLIANCE BANCORP COM WAL	WAL	192,000	$15.8m2.09%	2.09%	Unchanged
23	VONTIER CORPORATION COM VNT	VNT	536,000	$15.5m2.06%	2.06%	Unchanged
24	ROBERT HALF INC. COM RHI	RHI	480,493	$14.8m1.96%	1.96%	Added +230.0k	+230,000 91.8%
25	POOL CORP COM POOL	POOL	62,000	$13.3m1.77%	1.77%	New
26	COLUMBUS MCKINNON CORP N Y COM CMCO	CMCO	855,000	$12.9m1.72%	1.72%	Added +130.0k	+130,000 17.9%
27	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	349,000	$12.4m1.65%	1.65%	Unchanged
28	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	609,200	$12.0m1.59%	1.59%	New
29	ESAB CORPORATION COM ESAB	ESAB	113,300	$11.2m1.48%	1.48%	New
30	ULTA BEAUTY INC COM ULTA	ULTA	23,730	$10.7m1.42%	1.42%	Unchanged
31	ALPHABET INC CAP STK CL C GOOG	GOOG	24,960	$8.8m1.17%	1.17%	Unchanged
32	AECOM COM ACM	ACM	116,400	$8.1m1.08%	1.08%	Unchanged
33	AXALTA COATING SYS LTD COM AXTA	AXTA	216,600	$7.4m0.98%	0.98%	Unchanged
34	MOODYS CORP COM MCO	MCO	15,758	$7.1m0.95%	0.95%	Unchanged
35	STAGWELL INC COM CL A STGW	STGW	950,342	$7.1m0.94%	0.94%	Unchanged
36	FISERV INC COM FISV	FISV	125,559	$6.2m0.82%	0.82%	Unchanged
37	MICROSOFT CORP COM MSFT	MSFT	14,695	$5.5m0.73%	0.73%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTERNATIONAL GAME TECHNOLOG BRSL	BRSL	857,000	$10.9m857.0k shares
ARAMARK ARMK	ARMK	234,600	$9.5m234.6k shares
GLOBAL PMTS INC GPN	GPN	136,608	$9.2m136.6k shares
INTUIT INTU	INTU	19,300	$8.3m19.3k shares
AVANTOR INC AVTR	AVTR	918,500	$7.2m918.5k shares
QUIDELORTHO CORP QDEL	QDEL	252,000	$4.1m252.0k shares