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Stanley Capital Management, LLC

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13F filer, CIK 1518934, HOUSTON, TX

Stanley Capital Management, LLC reported $607,698,133 across 40 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 41.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003327

Period
2025-09-30
Reported value
$608M
Holdings
40
Top 10 weight
41.44%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BEnew+117,000$9.89M
IQVnew+45,900$8.72M
RTOadded+156,880$3.96M
CNCadded+109,000$3.89M
MRVLadded+35,000$2.94M

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
VRTreduced-131,000-$19.8M
ORCLreduced-22,000-$6.19M
ULTAreduced-8,200-$4.48M
MCKreduced-3,400-$2.63M
FANGreduced-12,000-$1.72M

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, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003327, largest first. % of portfolio is the value over $607,698,133, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,000 shares; 2024Q4: 229,000 shares; 2025Q1: 259,000 shares; 2025Q2: 360,000 shares; 2025Q3: 229,000 shares 229,000$34.5M5.68%-131,000Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,800 shares; 2024Q4: 134,800 shares; 2025Q1: 134,800 shares; 2025Q2: 134,800 shares; 2025Q3: 112,800 shares 112,800$31.7M5.22%-22,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,900 shares; 2024Q4: 43,900 shares; 2025Q1: 43,900 shares; 2025Q2: 43,900 shares; 2025Q3: 41,900 shares 41,900$30.8M5.06%-2,000Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,200 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 30,100 shares 30,100$23.3M3.83%-3,400Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,700 shares; 2024Q4: 341,700 shares; 2025Q1: 341,700 shares; 2025Q2: 341,700 shares; 2025Q3: 341,700 shares 341,700$23.1M3.8%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,790 shares; 2024Q4: 69,790 shares; 2025Q1: 69,790 shares; 2025Q2: 79,790 shares; 2025Q3: 79,790 shares 79,790$23M3.78%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 536,000 shares; 2025Q2: 536,000 shares; 2025Q3: 536,000 shares 536,000$22.5M3.7%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,800 shares; 2024Q4: 99,800 shares; 2025Q1: 99,800 shares; 2025Q2: 107,800 shares; 2025Q3: 107,800 shares 107,800$22.1M3.63%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,630 shares; 2025Q1: 81,630 shares; 2025Q2: 101,630 shares; 2025Q3: 101,630 shares 101,630$21.7M3.57%0Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,600 shares; 2025Q3: 133,600 shares 133,600$19.2M3.15%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,100 shares; 2024Q4: 63,119 shares; 2025Q1: 63,119 shares; 2025Q2: 54,119 shares; 2025Q3: 58,519 shares 58,519$18.9M3.11%+4,400Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,559 shares; 2024Q4: 125,559 shares; 2025Q1: 125,559 shares; 2025Q2: 135,559 shares; 2025Q3: 135,559 shares 135,559$17.5M2.88%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,800 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 68,800 shares; 2025Q3: 68,800 shares 68,800$16.7M2.75%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,000 shares; 2024Q4: 192,000 shares; 2025Q1: 192,000 shares; 2025Q2: 192,000 shares; 2025Q3: 192,000 shares 192,000$16.7M2.74%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,142 shares; 2024Q4: 366,142 shares; 2025Q1: 366,142 shares; 2025Q2: 344,142 shares; 2025Q3: 321,642 shares 321,642$16.6M2.73%-22,500Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,500 shares; 2024Q4: 698,500 shares; 2025Q1: 998,500 shares; 2025Q2: 1,318,500 shares; 2025Q3: 1,318,500 shares 1,318,500$16.5M2.71%0Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,000 shares; 2024Q4: 702,000 shares; 2025Q1: 952,000 shares; 2025Q2: 952,000 shares; 2025Q3: 952,000 shares 952,000$16.4M2.7%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,830 shares; 2024Q4: 48,830 shares; 2025Q1: 48,830 shares; 2025Q2: 48,830 shares; 2025Q3: 48,830 shares 48,830$16.2M2.67%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,800 shares; 2024Q4: 331,912 shares; 2025Q1: 331,912 shares; 2025Q2: 331,912 shares; 2025Q3: 440,912 shares 440,912$15.7M2.59%+109,000Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,400 shares; 2024Q4: 116,400 shares; 2025Q1: 116,400 shares; 2025Q2: 116,400 shares; 2025Q3: 116,400 shares 116,400$15.2M2.5%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,608 shares; 2024Q4: 145,608 shares; 2025Q1: 145,608 shares; 2025Q2: 161,608 shares; 2025Q3: 176,608 shares 176,608$14.7M2.41%+15,000Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 413,449 shares; 2025Q3: 570,329 shares 570,329$14.4M2.37%+156,880Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,000 shares; 2025Q3: 163,000 shares 163,000$13.7M2.25%+35,000Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares; 2025Q2: 31,930 shares; 2025Q3: 23,730 shares 23,730$13M2.14%-8,200Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,000 shares; 2025Q1: 345,000 shares; 2025Q2: 377,000 shares; 2025Q3: 377,000 shares 377,000$11.1M1.83%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,493 shares; 2024Q4: 141,493 shares; 2025Q1: 141,493 shares; 2025Q2: 301,493 shares; 2025Q3: 301,493 shares 301,493$10.2M1.69%0Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,130,835 shares 3,130,835$10.2M1.68%+350,000Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,000 shares 117,000$9.89M1.63%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$9.68M1.59%0Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525,000 shares; 2025Q2: 550,000 shares; 2025Q3: 675,000 shares 675,000$9.68M1.59%+125,000Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,600 shares; 2024Q4: 234,600 shares; 2025Q1: 234,600 shares; 2025Q2: 234,600 shares; 2025Q3: 234,600 shares 234,600$9.01M1.48%0Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,900 shares 45,900$8.72M1.43%newTimeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,300 shares; 2024Q4: 831,300 shares; 2025Q1: 2,191,107 shares; 2025Q2: 1,841,107 shares; 2025Q3: 1,841,107 shares 1,841,107$8.34M1.37%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,000 shares; 2025Q1: 349,000 shares; 2025Q2: 349,000 shares; 2025Q3: 349,000 shares 349,000$7.81M1.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,695 shares; 2025Q1: 14,695 shares; 2025Q2: 14,695 shares; 2025Q3: 14,695 shares 14,695$7.61M1.25%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,758 shares; 2024Q4: 15,758 shares; 2025Q1: 15,758 shares; 2025Q2: 15,758 shares; 2025Q3: 15,758 shares 15,758$7.51M1.24%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,000 shares; 2024Q4: 56,000 shares; 2025Q1: 56,000 shares; 2025Q2: 56,000 shares; 2025Q3: 44,000 shares 44,000$6.3M1.04%-12,000Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,600 shares; 2024Q4: 216,600 shares; 2025Q1: 216,600 shares; 2025Q2: 216,600 shares; 2025Q3: 216,600 shares 216,600$6.2M1.02%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 24,960 shares; 2025Q1: 24,960 shares; 2025Q2: 24,960 shares; 2025Q3: 24,960 shares 24,960$6.08M1%0Timeline
STGWSTAGWELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,342 shares; 2024Q4: 950,342 shares; 2025Q1: 950,342 shares; 2025Q2: 950,342 shares; 2025Q3: 950,342 shares 950,342$5.35M0.88%0Timeline

How Q3 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 0001420506-25-003327 base2025-11-14acceptance time not in the bulk data set