Stanley Capital Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Vertiv Holdings Co	—	$37.10M	229,000	6.2%
Expedia Group Inc	—	$28.79M	101,630	4.8%
APPLIED MATERIALS INC /DE	—	$27.70M	107,800	4.6%
Meta Platforms Inc	—	$27.66M	41,900	4.6%
ORACLE CORP	—	$25.69M	131,800	4.3%
MCKESSON CORP	—	$24.69M	30,100	4.1%
Corpay Inc	—	$24.01M	79,790	4.0%
Alphabet Inc.	—	$21.53M	68,800	3.6%
Elevance Health Inc	—	$20.51M	58,519	3.4%
VONTIER CORP	—	$19.93M	536,000	3.3%
REGAL REXNORD CORP	—	$18.75M	133,600	3.1%
RENTOKIL INITIAL PLC	—	$18.36M	623,329	3.1%
AMERICAN EXPRESS CO	—	$18.06M	48,830	3.0%
BANK OF AMERICA CORP /DE	—	$17.69M	321,642	3.0%
Corteva, Inc.	—	$17.54M	261,700	2.9%
Western Alliance Bancorp	—	$16.14M	192,000	2.7%
IQVIA HOLDINGS INC.	—	$15.19M	67,400	2.5%
Ulta Beauty, Inc.	—	$14.36M	23,730	2.4%
Marvell Technology, Inc.	—	$13.85M	163,000	2.3%
Centene Corp	—	$13.36M	324,722	2.2%
Brightstar Lottery PLC	—	$13.27M	857,000	2.2%
Vestis Corp	—	$12.95M	1,941,107	2.2%
COLUMBUS MCKINNON CORP	—	$12.16M	705,000	2.0%
QuidelOrtho Corp	—	$11.48M	402,000	1.9%
AECOM	—	$11.10M	116,400	1.9%
ASML HOLDING N V	—	$10.70M	10,000	1.8%
Global Payments Inc	—	$10.57M	136,608	1.8%
Avantor, Inc.	—	$10.53M	918,500	1.8%
Bloom Energy Corp	—	$10.17M	117,000	1.7%
Perimeter Solutions, Inc.	—	$9.61M	349,000	1.6%
Aramark	—	$8.65M	234,600	1.4%
FISERV INC	—	$8.43M	125,559	1.4%
Moody's Corp	—	$8.05M	15,758	1.3%
Alphabet Inc.	—	$7.83M	24,960	1.3%
MICROSOFT CORP	—	$7.11M	14,695	1.2%
Axalta Coating Systems Ltd	—	$7.00M	216,600	1.2%
ROBERT HALF INC.	—	$6.80M	250,493	1.1%
Alight, Inc. / Delaware	—	$6.11M	3,130,835	1.0%
Stagwell IncSTGW	Common Stock	$4.65M	950,342	0.8%