Holders — by stockHoldings — by fund
Stanley Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1518934
$754.3M
disclosed book value
37
positions
7.5%
largest position share
Positions, as of 2026-06-30
top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMATAPPLIED MATLS INC | 77,800 | $56.2M | 7.5% |
| 2 | VRTVERTIV HOLDINGS CO | 159,694 | $53.5M | 7.1% |
| 3 | MRVLMARVELL TECHNOLOGY INC | 166,000 | $49.4M | 6.6% |
| 4 | RRXREGAL REXNORD CORPORATION | 133,600 | $31.8M | 4.2% |
| 5 | VSTSVESTIS CORPORATION | 2.0M | $29.6M | 3.9% |
| 6 | ELVELEVANCE HEALTH INC FORMERLY | 72,819 | $28.2M | 3.7% |
| 7 | BEBLOOM ENERGY CORP | 89,800 | $27.2M | 3.6% |
| 8 | CPAYCORPAY INC | 79,790 | $26.6M | 3.5% |
| 9 | CNCCENTENE CORP DEL | 409,722 | $26.3M | 3.5% |
| 10 | EXPEEXPEDIA GROUP INC | 101,630 | $26.0M | 3.4% |
| 11 | GOOGLALPHABET INC | 68,800 | $24.6M | 3.3% |
| 12 | ICON PUB LTD CO | 140,160 | $24.3M | 3.2% |
| 13 | METAMETA PLATFORMS INC | 41,900 | $23.6M | 3.1% |
| 14 | ORCLORACLE CORP | 159,800 | $23.4M | 3.1% |
| 15 | CTVACORTEVA INC | 261,700 | $22.2M | 2.9% |
| 16 | MCKMCKESSON CORP | 28,800 | $21.8M | 2.9% |
| 17 | ASML HLDG NV | 10,000 | $19.9M | 2.6% |
| 18 | RTORENTOKIL INITIAL PLC | 667,329 | $19.1M | 2.5% |
| 19 | BACBANK OF AMER CORP | 321,642 | $18.3M | 2.4% |
| 20 | IQVIQVIA HLDGS INC | 87,400 | $16.9M | 2.2% |
| 21 | AXPAMERICAN EXPRESS CO | 48,830 | $16.5M | 2.2% |
| 22 | WALWESTERN ALLIANCE BANCORP | 192,000 | $15.8M | 2.1% |
| 23 | VNTVONTIER CORPORATION | 536,000 | $15.5M | 2.1% |
| 24 | RHIROBERT HALF INC. | 480,493 | $14.8M | 2% |
| 25 | POOLPOOL CORP | 62,000 | $13.3M | 1.8% |
| 26 | CMCOCOLUMBUS MCKINNON CORP N Y | 855,000 | $12.9M | 1.7% |
| 27 | PRMPERIMETER SOLUTIONS INC | 349,000 | $12.4M | 1.6% |
| 28 | EQPTEQUIPMENTSHARE COM INC | 609,200 | $12.0M | 1.6% |
| 29 | ESABESAB CORPORATION | 113,300 | $11.2M | 1.5% |
| 30 | ULTAULTA BEAUTY INC | 23,730 | $10.7M | 1.4% |
| 31 | GOOGALPHABET INC | 24,960 | $8.8M | 1.2% |
| 32 | ACMAECOM | 116,400 | $8.1M | 1.1% |
| 33 | AXALTA COATING SYS LTD | 216,600 | $7.4M | 1% |
| 34 | MCOMOODYS CORP | 15,758 | $7.1M | 0.9% |
| 35 | STGWSTAGWELL INC | 950,342 | $7.1M | 0.9% |
| 36 | FISVFISERV INC | 125,559 | $6.2M | 0.8% |
| 37 | MSFTMICROSOFT CORP | 14,695 | $5.5M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.