Stanley Capital Management, LLC 13F Holdings
CIK 0001518934 · HOUSTON, TX
As of Sep 30, 2025, Stanley Capital Management, LLC reported 40 positions worth $607.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VERTIV HOLDINGS CO | VRT | Industrials | 229,000 | $34.5M | 5.68% |
| ORACLE CORP | ORCL | Technology | 112,800 | $31.7M | 5.22% |
| META PLATFORMS INC | META | Communication Services | 41,900 | $30.8M | 5.06% |
| MCKESSON CORP | MCK | Healthcare | 30,100 | $23.3M | 3.83% |
| CORTEVA INC | CTVA | Basic Materials | 341,700 | $23.1M | 3.80% |
| CORPAY INC | CPAY | Technology | 79,790 | $23.0M | 3.78% |
| VONTIER CORP | VNT | Technology | 536,000 | $22.5M | 3.70% |
| APPLIED MATERIALS INC | AMAT | Technology | 107,800 | $22.1M | 3.63% |
| EXPEDIA GROUP INC | EXPE | Industrials | 101,630 | $21.7M | 3.57% |
| REGAL REXNORD CORP | RRX | Industrials | 133,600 |