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Stanley Capital Management, LLC

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13F filer, CIK 1518934, HOUSTON, TX

Stanley Capital Management, LLC reported $508,329,101 across 37 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-06-11. Its ten largest share positions make up 44.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001420506-25-001384

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period
2025-03-31
Reported value
$508M
Holdings
37
Top 10 weight
44.9%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VSTSadded+1,359,807$13.5M
CMCOnew+525,000$8.89M
ALITadded+1,000,000$5.93M
QDELadded+150,000$5.25M
AVTRadded+300,000$4.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GSexited-21,619-$12.4M
LADexited-30,957-$11.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR/A 0001420506-25-001384, largest first. % of portfolio is the value over $508,329,101, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,559 shares; 2024Q4: 125,559 shares; 2025Q1: 125,559 shares 125,559$27.7M5.45%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,100 shares; 2024Q4: 63,119 shares; 2025Q1: 63,119 shares 63,119$27.5M5.4%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,900 shares; 2024Q4: 43,900 shares; 2025Q1: 43,900 shares 43,900$25.3M4.98%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,790 shares; 2024Q4: 69,790 shares; 2025Q1: 69,790 shares 69,790$24.3M4.79%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,200 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares 33,500$22.5M4.44%0Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,300 shares; 2024Q4: 831,300 shares; 2025Q1: 2,191,107 shares 2,191,107$21.7M4.27%+1,359,807Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,700 shares; 2024Q4: 341,700 shares; 2025Q1: 341,700 shares 341,700$21.5M4.23%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,800 shares; 2024Q4: 331,912 shares; 2025Q1: 331,912 shares 331,912$20.2M3.96%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,800 shares; 2024Q4: 134,800 shares; 2025Q1: 134,800 shares 134,800$18.8M3.71%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,000 shares; 2024Q4: 229,000 shares; 2025Q1: 259,000 shares 259,000$18.7M3.68%+30,000Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100,835 shares; 2024Q4: 2,100,835 shares; 2025Q1: 3,100,835 shares 3,100,835$18.4M3.62%+1,000,000Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 536,000 shares 536,000$17.6M3.46%+66,000Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,500 shares; 2024Q4: 698,500 shares; 2025Q1: 998,500 shares 998,500$16.2M3.18%+300,000Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,000 shares; 2024Q4: 702,000 shares; 2025Q1: 952,000 shares 952,000$15.5M3.05%+250,000Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,142 shares; 2024Q4: 366,142 shares; 2025Q1: 366,142 shares 366,142$15.3M3.01%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,000 shares; 2024Q4: 192,000 shares; 2025Q1: 192,000 shares 192,000$14.8M2.9%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,800 shares; 2024Q4: 99,800 shares; 2025Q1: 99,800 shares 99,800$14.5M2.85%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,608 shares; 2024Q4: 145,608 shares; 2025Q1: 145,608 shares 145,608$14.3M2.8%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,630 shares; 2025Q1: 81,630 shares 81,630$13.7M2.7%+17,000Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,830 shares; 2024Q4: 48,830 shares; 2025Q1: 48,830 shares 48,830$13.1M2.58%0Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,000 shares; 2025Q1: 345,000 shares 345,000$12.1M2.37%+150,000Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares 29,730$10.9M2.14%0Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,400 shares; 2024Q4: 116,400 shares; 2025Q1: 116,400 shares 116,400$10.8M2.12%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,800 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares 58,800$9.09M1.79%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,000 shares; 2024Q4: 56,000 shares; 2025Q1: 56,000 shares 56,000$8.95M1.76%0Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525,000 shares 525,000$8.89M1.75%newTimeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,600 shares; 2024Q4: 234,600 shares; 2025Q1: 234,600 shares 234,600$8.1M1.59%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,493 shares; 2024Q4: 141,493 shares; 2025Q1: 141,493 shares 141,493$7.72M1.52%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,758 shares; 2024Q4: 15,758 shares; 2025Q1: 15,758 shares 15,758$7.34M1.44%0Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,600 shares; 2024Q4: 216,600 shares; 2025Q1: 216,600 shares 216,600$7.18M1.41%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$6.63M1.3%0Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,000 shares; 2024Q4: 137,000 shares; 2025Q1: 137,000 shares 137,000$5.86M1.15%0Timeline
STGWSTAGWELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,342 shares; 2024Q4: 950,342 shares; 2025Q1: 950,342 shares 950,342$5.75M1.13%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,695 shares; 2025Q1: 14,695 shares 14,695$5.52M1.09%0Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares 200,000$4.58M0.9%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 24,960 shares; 2025Q1: 24,960 shares 24,960$3.9M0.77%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,000 shares; 2025Q1: 349,000 shares 349,000$3.51M0.69%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GSGOLDMAN SACHS GROUP INC21,619$12.4Mshares
LADLITHIA MTRS INC30,957$11.1Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-001205 superseded2025-05-15acceptance time not in the bulk data set
13F-HR/A 0001420506-25-001384 basenew holdings2025-06-11acceptance time not in the bulk data set