Stanley Capital Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$254.3M
Holdings
37
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FISVFISERV INC | 62,949 | $13.9M | 5.47% | |
| 2 | ELVELEVANCE HEALTH INC | 31,597 | $13.7M | 5.40% | |
| 3 | METAMETA PLATFORMS INC | 21,950 | $12.7M | 4.97% | |
| 4 | CPAYCORPAY INC | 34,890 | $12.2M | 4.78% | |
| 5 | MCKMCKESSON CORP | 16,757 | $11.3M | 4.43% | |
| 6 | VSTSVESTIS CORPORATION | 1,095,553 | $10.8M | 4.26% | |
| 7 | CTVACORTEVA INC | 170,850 | $10.8M | 4.23% | |
| 8 | CNCCENTENE CORP DEL | 165,912 | $10.1M | 3.96% | |
| 9 | ORCLORACLE CORP | 67,400 | $9.4M | 3.71% | |
| 10 | VRTVERTIV HOLDINGS CO | 129,500 | $9.3M | 3.68% | |
| 11 | ALITALIGHT INC | 1,550,406 | $9.2M | 3.62% | |
| 12 | VNTVONTIER CORPORATION | 268,000 | $8.8M | 3.46% | |
| 13 | AVTRAVANTOR INC | 499,250 | $8.1M | 3.18% | |
| 14 | IGTINTERNATIONAL GAME TECHNOLOG | 476,000 | $7.7M | 3.04% | |
| 15 | BACBANK AMERICA CORP | 183,360 | $7.7M | 3.01% | |
| 16 | WEAWESTERN ALLIANCE BANCORP | 96,000 | $7.4M | 2.90% | |
| 17 | AMATAPPLIED MATLS INC | 49,950 | $7.2M | 2.85% | |
| 18 | GPNGLOBAL PMTS INC | 72,800 | $7.1M | 2.80% | |
| 19 | EXPEEXPEDIA GROUP INC | 40,730 | $6.8M | 2.69% | |
| 20 | AXPAMERICAN EXPRESS CO | 24,491 | $6.6M | 2.59% | |
| 21 | QDELQUIDELORTHO CORP | 172,500 | $6.0M | 2.37% | |
| 22 | ULTAULTA BEAUTY INC | 14,800 | $5.4M | 2.13% | |
| 23 | ACMAECOM | 58,200 | $5.4M | 2.12% | |
| 24 | GOOGLALPHABET INC | 29,520 | $4.6M | 1.79% | |
| 25 | FANGDIAMONDBACK ENERGY INC | 28,000 | $4.5M | 1.76% | |
| 26 | CMCOCOLUMBUS MCKINNON CORP N Y | 262,500 | $4.4M | 1.75% | |
| 27 | ARMKARAMARK | 117,300 | $4.0M | 1.59% | |
| 28 | RHIROBERT HALF INC. | 70,901 | $3.9M | 1.52% | |
| 29 | MCOMOODYS CORP | 7,930 | $3.7M | 1.45% | |
| 30 | AXTAAXALTA COATING SYS LTD | 108,300 | $3.6M | 1.41% | |
| 31 | ASMLASML HOLDING N V | 5,000 | $3.3M | 1.30% | |
| 32 | OVVOVINTIV INC | 68,500 | $2.9M | 1.15% | |
| 33 | STGWSTAGWELL INC | 476,255 | $2.9M | 1.13% | |
| 34 | MSFTMICROSOFT CORP | 7,366 | $2.8M | 1.09% | |
| 35 | RTORENTOKIL INITIAL PLC | 100,000 | $2.3M | 0.90% | |
| 36 | GOOGALPHABET INC | 12,580 | $2.0M | 0.77% | |
| 37 | PRMPERIMETER SOLUTIONS INC | 174,500 | $1.8M | 0.69% |