Institutions / Stanley Capital Management, LLC
Stanley Capital Management, LLC
CIK 1518934 · Institution · as of Dec 31, 2025
Portfolio value
$598.08M
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Vertiv Holdings Co | $37.10M | 6.2% |
| Expedia Group Inc | $28.79M | 4.8% |
| Applied Materials Inc /De | $27.70M | 4.6% |
| Meta Platforms Inc | $27.66M | 4.6% |
| Oracle Corp | $25.69M | 4.3% |
| McKesson Corp | $24.69M | 4.1% |
| Corpay Inc | $24.01M | 4.0% |
| Alphabet Inc. | $21.53M | 3.6% |
| Elevance Health Inc | $20.51M | 3.4% |
| Vontier Corp | $19.93M | 3.3% |
| Regal Rexnord Corp | $18.75M | 3.1% |
| Rentokil Initial PLC | $18.36M | 3.1% |
| American Express Co | $18.06M | 3.0% |
| Bank of America Corp /De | $17.69M | 3.0% |
| Corteva, Inc. | $17.54M | 2.9% |
| Western Alliance Bancorp | $16.14M | 2.7% |
| Iqvia Holdings Inc. | $15.19M | 2.5% |
| Ulta Beauty, Inc. | $14.36M | 2.4% |
| Marvell Technology, Inc. | $13.85M | 2.3% |
| Centene Corp | $13.36M | 2.2% |
| Brightstar Lottery PLC | $13.27M | 2.2% |
| Vestis Corp | $12.95M | 2.2% |
| Columbus McKinnon Corp | $12.16M | 2.0% |
| QuidelOrtho Corp | $11.48M | 1.9% |
| Aecom | $11.10M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.