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Stanley Capital Management, LLC

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13F filer, CIK 1518934, HOUSTON, TX

Stanley Capital Management, LLC reported $754,291,893 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 47.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001830

Period
2026-06-30
Reported value
$754M
Holdings
37
Top 10 weight
47.05%
New
3
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
POOLnew+62,000$13.3M
EQPTnew+609,200$12M
ESABnew+113,300$11.2M
RHIadded+230,000$7.06M
ICLRadded+40,160$6.98M

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
AMATreduced-21,000-$15.2M
BRSLexited-857,000-$10.9M
VRTreduced-31,006-$10.4M
ARMKexited-234,600-$9.51M
GPNexited-136,608-$9.19M

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 2026

Share positions as resolved from 13F-HR 0001420506-26-001830, largest first. % of portfolio is the value over $754,291,893, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 77,800 shares 77,800$56.2M7.46%-21,000Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 159,694 shares 159,694$53.5M7.09%-31,006Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 166,000 shares 166,000$49.4M6.56%-17,000Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 133,600 shares 133,600$31.8M4.22%0Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,041,107 shares 2,041,107$29.6M3.93%+100,000Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 72,819 shares 72,819$28.2M3.73%+14,300Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,000 shares; 2025Q4: 117,000 shares; 2026Q1: 117,000 shares; 2026Q2: 89,800 shares 89,800$27.2M3.6%-27,200Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 79,790 shares 79,790$26.6M3.53%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 409,722 shares 409,722$26.3M3.49%+85,000Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 101,630 shares 101,630$26M3.45%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 68,800 shares 68,800$24.6M3.26%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares; 2026Q2: 140,160 shares 140,160$24.3M3.23%+40,160Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,900 shares 41,900$23.6M3.13%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 159,800 shares 159,800$23.4M3.1%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 261,700 shares 261,700$22.2M2.94%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,800 shares 28,800$21.8M2.88%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,000 shares 10,000$19.9M2.64%0Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 667,329 shares 667,329$19.1M2.53%+44,000Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 321,642 shares 321,642$18.3M2.43%0Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,900 shares; 2025Q4: 67,400 shares; 2026Q1: 67,400 shares; 2026Q2: 87,400 shares 87,400$16.9M2.24%+20,000Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,830 shares 48,830$16.5M2.19%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 192,000 shares 192,000$15.8M2.09%0Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 536,000 shares 536,000$15.5M2.06%0Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 480,493 shares 480,493$14.8M1.96%+230,000Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,000 shares 62,000$13.3M1.77%newTimeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 855,000 shares 855,000$12.9M1.72%+130,000Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 349,000 shares 349,000$12.4M1.65%0Timeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609,200 shares 609,200$12M1.59%newTimeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,300 shares 113,300$11.2M1.48%newTimeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,730 shares 23,730$10.7M1.42%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,960 shares 24,960$8.82M1.17%0Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 116,400 shares 116,400$8.12M1.08%0Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 216,600 shares 216,600$7.41M0.98%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,758 shares 15,758$7.14M0.95%0Timeline
STGWSTAGWELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 950,342 shares 950,342$7.06M0.94%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 125,559 shares 125,559$6.16M0.82%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,695 shares 14,695$5.48M0.73%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
BRSLBRIGHTSTAR LOTTERY PLC857,000$10.9Mshares
ARMKARAMARK234,600$9.51Mshares
GPNGLOBAL PMTS INC136,608$9.19Mshares
INTUINTUIT19,300$8.34Mshares
AVTRAVANTOR INC918,500$7.2Mshares
QDELQUIDELORTHO CORP252,000$4.14Mshares

How Q2 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 0001420506-26-001830 base2026-08-14acceptance time not in the bulk data set