Stanley Capital Management, LLC
Stanley Capital Management, LLC reported 37 holdings worth US$754M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Stanley Capital Management, LLC reported 37 holdings worth US$754M as of Jun 30, 2026. Largest: Applied Materials, Inc., Vertiv Holdings, Llc and Marvell Technology, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$754M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 77,800 | US$56.2M | 7.5% |
| Vertiv Holdings, Llc | 160K | US$53.5M | 7.1% |
| Marvell Technology, Inc. | 166K | US$49.4M | 6.6% |
| Alphabet Inc (google) Class C | 93,478 | US$33.4M | 4.4% |
| Regal Rexnord Corporation | 134K | US$31.8M | 4.2% |
| Vestis Corporation | 2.04M | US$29.6M | 3.9% |
| Elevance Health, Inc. | 72,819 | US$28.2M | 3.7% |
| Bloom Energy Corporation | 89,800 | US$27.2M | 3.6% |
| Corpay, Inc. | 79,790 | US$26.6M | 3.5% |
| Centene Corporation | 410K | US$26.3M | 3.5% |
| Expedia Group, Inc. | 102K | US$26M | 3.4% |
| Meta Platforms, Inc. | 41,900 | US$23.6M | 3.1% |
| Oracle Corporation | 160K | US$23.4M | 3.1% |
| Corteva, Inc. | 262K | US$22.2M | 2.9% |
| Mckesson Corporation | 28,800 | US$21.8M | 2.9% |
| Asml Holding Nv | 10,000 | US$19.9M | 2.6% |
| Rentokil Initial Plc | 667K | US$19.1M | 2.5% |
| Bank Of America Corporation | 322K | US$18.3M | 2.4% |
| Iqvia Holdings, Inc. | 87,400 | US$16.9M | 2.2% |
| American Express Company | 48,830 | US$16.5M | 2.2% |
| Western Alliance Bancorporation | 192K | US$15.8M | 2.1% |
| Vontier Corporation | 536K | US$15.5M | 2.1% |
| Robert Half Inc. | 480K | US$14.8M | 2.0% |
| Pool Corporation | 62,000 | US$13.3M | 1.8% |
| Columbus Mckinnon Corporation | 855K | US$12.9M | 1.7% |
| Perimeter Solutions, Sa | 349K | US$12.4M | 1.6% |
| Equipmentshare.com Inc | 609K | US$12M | 1.6% |
| Esab Corporation | 113K | US$11.2M | 1.5% |
| Ulta Beauty, Inc. | 23,730 | US$10.7M | 1.4% |
| Aecom | 116K | US$8.12M | 1.1% |
| Axalta Coating Systems Ltd. | 217K | US$7.41M | 0.98% |
| Moody's Corporation | 15,758 | US$7.14M | 0.95% |
| Stagwell Inc. | 950K | US$7.06M | 0.94% |
| Fiserv, Inc. | 126K | US$6.16M | 0.82% |
| Microsoft Corp. | 14,695 | US$5.48M | 0.73% |
| Quidelortho Corporation | 0 | US$0 | 0.00% |
| Aramark | 0 | US$0 | 0.00% |
| Avantor, Inc. | 0 | US$0 | 0.00% |
| Global Payments Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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