Skip to content
Disclosery

Stanley Capital Management, LLC

Follow

13F filer, CIK 1518934, HOUSTON, TX

Stanley Capital Management, LLC reported $594,314,614 across 38 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 45.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001929

Period
2025-06-30
Reported value
$594M
Holdings
38
Top 10 weight
45.18%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RRXnew+133,600$19.4M
VRTadded+101,000$13M
MRVLnew+128,000$9.91M
RHIadded+160,000$6.57M
RTOadded+213,449$5.12M

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
OVVexited-137,000-$5.86M
ELVreduced-9,000-$3.5M
VSTSreduced-350,000-$2.01M
ALITreduced-320,000-$1.81M
BACreduced-22,000-$1.04M

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, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-001929, largest first. % of portfolio is the value over $594,314,614, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,000 shares; 2024Q4: 229,000 shares; 2025Q1: 259,000 shares; 2025Q2: 360,000 shares 360,000$46.2M7.78%+101,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,900 shares; 2024Q4: 43,900 shares; 2025Q1: 43,900 shares; 2025Q2: 43,900 shares 43,900$32.4M5.45%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,800 shares; 2024Q4: 134,800 shares; 2025Q1: 134,800 shares; 2025Q2: 134,800 shares 134,800$29.5M4.96%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,790 shares; 2024Q4: 69,790 shares; 2025Q1: 69,790 shares; 2025Q2: 79,790 shares 79,790$26.5M4.45%+10,000Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,700 shares; 2024Q4: 341,700 shares; 2025Q1: 341,700 shares; 2025Q2: 341,700 shares 341,700$25.5M4.29%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,200 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares 33,500$24.5M4.13%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,559 shares; 2024Q4: 125,559 shares; 2025Q1: 125,559 shares; 2025Q2: 135,559 shares 135,559$23.4M3.93%+10,000Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,100 shares; 2024Q4: 63,119 shares; 2025Q1: 63,119 shares; 2025Q2: 54,119 shares 54,119$21.1M3.54%-9,000Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 536,000 shares; 2025Q2: 536,000 shares 536,000$19.8M3.33%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,800 shares; 2024Q4: 99,800 shares; 2025Q1: 99,800 shares; 2025Q2: 107,800 shares 107,800$19.7M3.32%+8,000Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,600 shares 133,600$19.4M3.26%newTimeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,800 shares; 2024Q4: 331,912 shares; 2025Q1: 331,912 shares; 2025Q2: 331,912 shares 331,912$18M3.03%0Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,500 shares; 2024Q4: 698,500 shares; 2025Q1: 998,500 shares; 2025Q2: 1,318,500 shares 1,318,500$17.7M2.99%+320,000Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,630 shares; 2025Q1: 81,630 shares; 2025Q2: 101,630 shares 101,630$17.1M2.88%+20,000Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,142 shares; 2024Q4: 366,142 shares; 2025Q1: 366,142 shares; 2025Q2: 344,142 shares 344,142$16.3M2.74%-22,000Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100,835 shares; 2024Q4: 2,100,835 shares; 2025Q1: 3,100,835 shares; 2025Q2: 2,780,835 shares 2,780,835$15.7M2.65%-320,000Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,830 shares; 2024Q4: 48,830 shares; 2025Q1: 48,830 shares; 2025Q2: 48,830 shares 48,830$15.6M2.62%0Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,000 shares; 2024Q4: 702,000 shares; 2025Q1: 952,000 shares; 2025Q2: 952,000 shares 952,000$15.1M2.53%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,000 shares; 2024Q4: 192,000 shares; 2025Q1: 192,000 shares; 2025Q2: 192,000 shares 192,000$15M2.52%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares; 2025Q2: 31,930 shares 31,930$14.9M2.51%+2,200Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,400 shares; 2024Q4: 116,400 shares; 2025Q1: 116,400 shares; 2025Q2: 116,400 shares 116,400$13.1M2.21%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,608 shares; 2024Q4: 145,608 shares; 2025Q1: 145,608 shares; 2025Q2: 161,608 shares 161,608$12.9M2.18%+16,000Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,493 shares; 2024Q4: 141,493 shares; 2025Q1: 141,493 shares; 2025Q2: 301,493 shares 301,493$12.4M2.08%+160,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,800 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 68,800 shares 68,800$12.1M2.04%+10,000Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,000 shares; 2025Q1: 345,000 shares; 2025Q2: 377,000 shares 377,000$10.9M1.83%+32,000Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,300 shares; 2024Q4: 831,300 shares; 2025Q1: 2,191,107 shares; 2025Q2: 1,841,107 shares 1,841,107$10.5M1.78%-350,000Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 413,449 shares 413,449$9.92M1.67%+213,449Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,000 shares 128,000$9.91M1.67%newTimeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,600 shares; 2024Q4: 234,600 shares; 2025Q1: 234,600 shares; 2025Q2: 234,600 shares 234,600$9.82M1.65%0Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525,000 shares; 2025Q2: 550,000 shares 550,000$8.4M1.41%+25,000Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$8.01M1.35%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,758 shares; 2024Q4: 15,758 shares; 2025Q1: 15,758 shares; 2025Q2: 15,758 shares 15,758$7.9M1.33%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,000 shares; 2024Q4: 56,000 shares; 2025Q1: 56,000 shares; 2025Q2: 56,000 shares 56,000$7.69M1.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,695 shares; 2025Q1: 14,695 shares; 2025Q2: 14,695 shares 14,695$7.31M1.23%0Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,600 shares; 2024Q4: 216,600 shares; 2025Q1: 216,600 shares; 2025Q2: 216,600 shares 216,600$6.43M1.08%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,000 shares; 2025Q1: 349,000 shares; 2025Q2: 349,000 shares 349,000$4.86M0.82%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 24,960 shares; 2025Q1: 24,960 shares; 2025Q2: 24,960 shares 24,960$4.43M0.75%0Timeline
STGWSTAGWELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,342 shares; 2024Q4: 950,342 shares; 2025Q1: 950,342 shares; 2025Q2: 950,342 shares 950,342$4.28M0.72%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
OVVOVINTIV INC137,000$5.86Mshares

How Q2 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 0001420506-25-001929 base2025-08-13acceptance time not in the bulk data set