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Stanley Capital Management, LLC

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13F filer, CIK 1518934, HOUSTON, TX

Stanley Capital Management, LLC reported $598,267,429 across 40 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 44.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000929

Period
2026-03-31
Reported value
$598M
Holdings
40
Top 10 weight
44.69%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ICLRnew+100,000$11.1M
INTUnew+19,300$8.34M
ORCLadded+28,000$4.12M
MRVLadded+20,000$1.98M
CMCOadded+20,000$291K

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-38,300-$9.6M
ALITexited-3,130,835-$6.11M
AMATreduced-9,000-$3.08M
QDELreduced-150,000-$2.46M
MCKreduced-1,300-$1.12M

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-000929, largest first. % of portfolio is the value over $598,267,429, 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; 2024Q2: restricted; 2024Q3: 418,000 shares; 2024Q4: 229,000 shares; 2025Q1: 259,000 shares; 2025Q2: 360,000 shares; 2025Q3: 229,000 shares; 2025Q4: 229,000 shares; 2026Q1: 190,700 shares 190,700$47.8M7.99%-38,300Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,800 shares; 2024Q4: 99,800 shares; 2025Q1: 99,800 shares; 2025Q2: 107,800 shares; 2025Q3: 107,800 shares; 2025Q4: 107,800 shares; 2026Q1: 98,800 shares 98,800$33.8M5.64%-9,000Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,600 shares; 2025Q3: 133,600 shares; 2025Q4: 133,600 shares; 2026Q1: 133,600 shares 133,600$25M4.18%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,200 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 30,100 shares; 2025Q4: 30,100 shares; 2026Q1: 28,800 shares 28,800$24.9M4.17%-1,300Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,900 shares; 2024Q4: 43,900 shares; 2025Q1: 43,900 shares; 2025Q2: 43,900 shares; 2025Q3: 41,900 shares; 2025Q4: 41,900 shares; 2026Q1: 41,900 shares 41,900$24M4.01%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,800 shares; 2024Q4: 134,800 shares; 2025Q1: 134,800 shares; 2025Q2: 134,800 shares; 2025Q3: 112,800 shares; 2025Q4: 131,800 shares; 2026Q1: 159,800 shares 159,800$23.5M3.93%+28,000Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,630 shares; 2025Q1: 81,630 shares; 2025Q2: 101,630 shares; 2025Q3: 101,630 shares; 2025Q4: 101,630 shares; 2026Q1: 101,630 shares 101,630$23.5M3.92%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,790 shares; 2024Q4: 69,790 shares; 2025Q1: 69,790 shares; 2025Q2: 79,790 shares; 2025Q3: 79,790 shares; 2025Q4: 79,790 shares; 2026Q1: 79,790 shares 79,790$23.2M3.88%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,700 shares; 2024Q4: 341,700 shares; 2025Q1: 341,700 shares; 2025Q2: 341,700 shares; 2025Q3: 341,700 shares; 2025Q4: 261,700 shares; 2026Q1: 261,700 shares 261,700$21.9M3.66%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,800 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 68,800 shares; 2025Q3: 68,800 shares; 2025Q4: 68,800 shares; 2026Q1: 68,800 shares 68,800$19.8M3.31%0Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 413,449 shares; 2025Q3: 570,329 shares; 2025Q4: 623,329 shares; 2026Q1: 623,329 shares 623,329$19.6M3.28%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 536,000 shares; 2025Q2: 536,000 shares; 2025Q3: 536,000 shares; 2025Q4: 536,000 shares; 2026Q1: 536,000 shares 536,000$19M3.18%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,000 shares; 2025Q3: 163,000 shares; 2025Q4: 163,000 shares; 2026Q1: 183,000 shares 183,000$18.1M3.03%+20,000Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,100 shares; 2024Q4: 63,119 shares; 2025Q1: 63,119 shares; 2025Q2: 54,119 shares; 2025Q3: 58,519 shares; 2025Q4: 58,519 shares; 2026Q1: 58,519 shares 58,519$17.1M2.86%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,000 shares; 2025Q4: 117,000 shares; 2026Q1: 117,000 shares 117,000$15.9M2.65%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,142 shares; 2024Q4: 366,142 shares; 2025Q1: 366,142 shares; 2025Q2: 344,142 shares; 2025Q3: 321,642 shares; 2025Q4: 321,642 shares; 2026Q1: 321,642 shares 321,642$15.7M2.62%0Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,941,107 shares; 2026Q1: 1,941,107 shares 1,941,107$15.3M2.55%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,830 shares; 2024Q4: 48,830 shares; 2025Q1: 48,830 shares; 2025Q2: 48,830 shares; 2025Q3: 48,830 shares; 2025Q4: 48,830 shares; 2026Q1: 48,830 shares 48,830$14.8M2.47%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,000 shares; 2024Q4: 192,000 shares; 2025Q1: 192,000 shares; 2025Q2: 192,000 shares; 2025Q3: 192,000 shares; 2025Q4: 192,000 shares; 2026Q1: 192,000 shares 192,000$13.6M2.27%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$13.2M2.21%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares; 2025Q2: 31,930 shares; 2025Q3: 23,730 shares; 2025Q4: 23,730 shares; 2026Q1: 23,730 shares 23,730$12.4M2.07%0Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,900 shares; 2025Q4: 67,400 shares; 2026Q1: 67,400 shares 67,400$11.5M1.92%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$11.1M1.85%newTimeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702,000 shares; 2024Q4: 702,000 shares; 2025Q1: 952,000 shares; 2025Q2: 952,000 shares; 2025Q3: 952,000 shares; 2025Q4: 857,000 shares; 2026Q1: 857,000 shares 857,000$10.9M1.82%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,800 shares; 2024Q4: 331,912 shares; 2025Q1: 331,912 shares; 2025Q2: 331,912 shares; 2025Q3: 440,912 shares; 2025Q4: 324,722 shares; 2026Q1: 324,722 shares 324,722$10.6M1.78%0Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525,000 shares; 2025Q2: 550,000 shares; 2025Q3: 675,000 shares; 2025Q4: 705,000 shares; 2026Q1: 725,000 shares 725,000$10.5M1.76%+20,000Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,400 shares; 2024Q4: 116,400 shares; 2025Q1: 116,400 shares; 2025Q2: 116,400 shares; 2025Q3: 116,400 shares; 2025Q4: 116,400 shares; 2026Q1: 116,400 shares 116,400$9.87M1.65%0Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,600 shares; 2024Q4: 234,600 shares; 2025Q1: 234,600 shares; 2025Q2: 234,600 shares; 2025Q3: 234,600 shares; 2025Q4: 234,600 shares; 2026Q1: 234,600 shares 234,600$9.51M1.59%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,608 shares; 2024Q4: 145,608 shares; 2025Q1: 145,608 shares; 2025Q2: 161,608 shares; 2025Q3: 176,608 shares; 2025Q4: 136,608 shares; 2026Q1: 136,608 shares 136,608$9.19M1.54%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,000 shares; 2025Q1: 349,000 shares; 2025Q2: 349,000 shares; 2025Q3: 349,000 shares; 2025Q4: 349,000 shares; 2026Q1: 349,000 shares 349,000$8.52M1.42%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,300 shares 19,300$8.34M1.39%newTimeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,500 shares; 2024Q4: 698,500 shares; 2025Q1: 998,500 shares; 2025Q2: 1,318,500 shares; 2025Q3: 1,318,500 shares; 2025Q4: 918,500 shares; 2026Q1: 918,500 shares 918,500$7.2M1.2%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 24,960 shares; 2025Q1: 24,960 shares; 2025Q2: 24,960 shares; 2025Q3: 24,960 shares; 2025Q4: 24,960 shares; 2026Q1: 24,960 shares 24,960$7.16M1.2%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,559 shares; 2024Q4: 125,559 shares; 2025Q1: 125,559 shares; 2025Q2: 135,559 shares; 2025Q3: 135,559 shares; 2025Q4: 125,559 shares; 2026Q1: 125,559 shares 125,559$7.01M1.17%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,758 shares; 2024Q4: 15,758 shares; 2025Q1: 15,758 shares; 2025Q2: 15,758 shares; 2025Q3: 15,758 shares; 2025Q4: 15,758 shares; 2026Q1: 15,758 shares 15,758$6.87M1.15%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,493 shares; 2024Q4: 141,493 shares; 2025Q1: 141,493 shares; 2025Q2: 301,493 shares; 2025Q3: 301,493 shares; 2025Q4: 250,493 shares; 2026Q1: 250,493 shares 250,493$6.36M1.06%0Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,600 shares; 2024Q4: 216,600 shares; 2025Q1: 216,600 shares; 2025Q2: 216,600 shares; 2025Q3: 216,600 shares; 2025Q4: 216,600 shares; 2026Q1: 216,600 shares 216,600$6M1%0Timeline
STGWSTAGWELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950,342 shares; 2024Q4: 950,342 shares; 2025Q1: 950,342 shares; 2025Q2: 950,342 shares; 2025Q3: 950,342 shares; 2025Q4: 950,342 shares; 2026Q1: 950,342 shares 950,342$5.98M1%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,695 shares; 2025Q1: 14,695 shares; 2025Q2: 14,695 shares; 2025Q3: 14,695 shares; 2025Q4: 14,695 shares; 2026Q1: 14,695 shares 14,695$5.44M0.91%0Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,000 shares; 2025Q1: 345,000 shares; 2025Q2: 377,000 shares; 2025Q3: 377,000 shares; 2025Q4: 402,000 shares; 2026Q1: 252,000 shares 252,000$4.14M0.69%-150,000Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ALITALIGHT INC3,130,835$6.11Mshares

How Q1 2026 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 0001420506-26-000929 base2026-05-12acceptance time not in the bulk data set