Stanley Capital Management, LLC Long-Term Concentrated

Name: Stanley Capital Management, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Stanley Capital Management, LLC
Published: 2026-08-14

Location: Houston, TX

CIK: 0001518934 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $754M (100.0% shares, 0.0% debt)

Holdings (37)

New Positions (3)

POOL POOL CORP 1.8%

Value $13.32M Shares 62,000 Est. Cost — Unrealized —

EQPT EQUIPMENTSHARE COM INC 1.6%

Value $11.98M Shares 609,200 Est. Cost — Unrealized —

ESAB ESAB CORPORATION 1.5%

Value $11.17M Shares 113,300 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
POOL	POOL CORP	62,000	$13.32M	1.8%	—	—	COM	73278L105
EQPT	EQUIPMENTSHARE COM INC	609,200	$11.98M	1.6%	—	—	COM CL A	29445S100
ESAB	ESAB CORPORATION	113,300	$11.17M	1.5%	—	—	COM	29605J106

Increased Positions (8)

CNC CENTENE CORP DEL 3.5%

Value $26.3M (+147.4%) Shares 409,722 (+26.2%) Est. Cost — Unrealized —

VSTS VESTIS CORPORATION 3.9%

Value $29.64M (+94.2%) Shares 2,041,107 (+5.2%) Est. Cost — Unrealized —

ICLR ICON PUB LTD CO 3.2%

Value $24.35M (+120.0%) Shares 140,160 (+40.2%) Est. Cost — Unrealized —

ELV ELEVANCE HEALTH INC FORMERLY 3.7%

Value $28.16M (+64.4%) Shares 72,819 (+24.4%) Est. Cost — Unrealized —

RHI ROBERT HALF INC. 2.0%

Value $14.75M (+131.8%) Shares 480,493 (+91.8%) Est. Cost — Unrealized —

IQV IQVIA HLDGS INC 2.2%

Value $16.89M (+46.9%) Shares 87,400 (+29.7%) Est. Cost — Unrealized —

CMCO COLUMBUS MCKINNON CORP N Y 1.7%

Value $12.94M (+22.8%) Shares 855,000 (+17.9%) Est. Cost — Unrealized —

RTO RENTOKIL INITIAL PLC 2.5%

Value $19.09M (-2.7%) Shares 667,329 (+7.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	409,722 (+26.2%)	$26.3M (+147.4%)	3.5%	—	—	COM	15135B101
VSTS	VESTIS CORPORATION	2,041,107 (+5.2%)	$29.64M (+94.2%)	3.9%	—	—	COM SHS	29430C102
ICLR	ICON PUB LTD CO	140,160 (+40.2%)	$24.35M (+120.0%)	3.2%	—	—	SHS	G4705A100
ELV	ELEVANCE HEALTH INC FORMERLY	72,819 (+24.4%)	$28.16M (+64.4%)	3.7%	—	—	COM	036752103
RHI	ROBERT HALF INC.	480,493 (+91.8%)	$14.75M (+131.8%)	2.0%	—	—	COM	770323103
IQV	IQVIA HLDGS INC	87,400 (+29.7%)	$16.89M (+46.9%)	2.2%	—	—	COM	46266C105
CMCO	COLUMBUS MCKINNON CORP N Y	855,000 (+17.9%)	$12.94M (+22.8%)	1.7%	—	—	COM	199333105
RTO	RENTOKIL INITIAL PLC	667,329 (+7.1%)	$19.09M (-2.7%)	2.5%	—	—	SPONSORED ADR	760125104

Exited Positions (6)

BRSL BRIGHTSTAR LOTTERY PLC 1.4%

Value $10.92M Shares 857,000 Est. Cost — Unrealized —

ARMK ARAMARK 1.3%

Value $9.511M Shares 234,600 Est. Cost — Unrealized —

GPN GLOBAL PMTS INC 1.2%

Value $9.194M Shares 136,608 Est. Cost — Unrealized —

INTU INTUIT 1.1%

Value $8.345M Shares 19,300 Est. Cost — Unrealized —

AVTR AVANTOR INC 1.0%

Value $7.201M Shares 918,500 Est. Cost — Unrealized —

QDEL QUIDELORTHO CORP 0.5%

Value $4.14M Shares 252,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRSL	BRIGHTSTAR LOTTERY PLC	857,000	$10.92M	1.4%	—	—	—	G4863A108
ARMK	ARAMARK	234,600	$9.511M	1.3%	—	—	—	03852U106
GPN	GLOBAL PMTS INC	136,608	$9.194M	1.2%	—	—	—	37940X102
INTU	INTUIT	19,300	$8.345M	1.1%	—	—	—	461202103
AVTR	AVANTOR INC	918,500	$7.201M	1.0%	—	—	—	05352A100
QDEL	QUIDELORTHO CORP	252,000	$4.14M	0.5%	—	—	—	219798105

Decreased Positions (4)

MRVL MARVELL TECHNOLOGY INC 6.6%

Value $49.45M (+172.8%) Shares 166,000 (-9.3%) Est. Cost — Unrealized —

AMAT APPLIED MATLS INC 7.5%

Value $56.25M (+66.6%) Shares 77,800 (-21.3%) Est. Cost — Unrealized —

BE BLOOM ENERGY CORP 3.6%

Value $27.18M (+71.5%) Shares 89,800 (-23.2%) Est. Cost — Unrealized —

VRT VERTIV HOLDINGS CO 7.1%

Value $53.47M (+11.9%) Shares 159,694 (-16.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MRVL	MARVELL TECHNOLOGY INC	166,000 (-9.3%)	$49.45M (+172.8%)	6.6%	—	—	COM	573874104
AMAT	APPLIED MATLS INC	77,800 (-21.3%)	$56.25M (+66.6%)	7.5%	—	—	COM	038222105
BE	BLOOM ENERGY CORP	89,800 (-23.2%)	$27.18M (+71.5%)	3.6%	—	—	COM CL A	093712107
VRT	VERTIV HOLDINGS CO	159,694 (-16.3%)	$53.47M (+11.9%)	7.1%	—	—	COM CL A	92537N108

Unchanged Positions (22)

RRX REGAL REXNORD CORPORATION 4.2%

Value $31.82M Shares 133,600 Est. Cost — Unrealized —

ASML ASML HLDG NV 2.6%

Value $19.89M Shares 10,000 Est. Cost — Unrealized —

GOOGL ALPHABET INC 3.3%

Value $24.59M Shares 68,800 Est. Cost — Unrealized —

PRM PERIMETER SOLUTIONS INC 1.6%

Value $12.44M Shares 349,000 Est. Cost — Unrealized —

VNT VONTIER CORPORATION 2.1%

Value $15.54M Shares 536,000 Est. Cost — Unrealized —

CPAY CORPAY INC 3.5%

Value $26.59M Shares 79,790 Est. Cost — Unrealized —

MCK MCKESSON CORP 2.9%

Value $21.76M Shares 28,800 Est. Cost — Unrealized —

BAC BANK OF AMER CORP 2.4%

Value $18.33M Shares 321,642 Est. Cost — Unrealized —

EXPE EXPEDIA GROUP INC 3.4%

Value $26.01M Shares 101,630 Est. Cost — Unrealized —

WAL WESTERN ALLIANCE BANCORP 2.1%

Value $15.78M Shares 192,000 Est. Cost — Unrealized —

ACM AECOM 1.1%

Value $8.125M Shares 116,400 Est. Cost — Unrealized —

AXP AMERICAN EXPRESS CO 2.2%

Value $16.52M Shares 48,830 Est. Cost — Unrealized —

ULTA ULTA BEAUTY INC 1.4%

Value $10.7M Shares 23,730 Est. Cost — Unrealized —

GOOG ALPHABET INC 1.2%

Value $8.819M Shares 24,960 Est. Cost — Unrealized —

AXTA AXALTA COATING SYS LTD 1.0%

Value $7.412M Shares 216,600 Est. Cost — Unrealized —

STGW STAGWELL INC 0.9%

Value $7.061M Shares 950,342 Est. Cost — Unrealized —

FISV FISERV INC 0.8%

Value $6.159M Shares 125,559 Est. Cost — Unrealized —

META META PLATFORMS INC 3.1%

Value $23.6M Shares 41,900 Est. Cost — Unrealized —

MCO MOODYS CORP 0.9%

Value $7.137M Shares 15,758 Est. Cost — Unrealized —

CTVA CORTEVA INC 2.9%

Value $22.16M Shares 261,700 Est. Cost — Unrealized —

ORCL ORACLE CORP 3.1%

Value $23.42M Shares 159,800 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 0.7%

Value $5.482M Shares 14,695 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RRX	REGAL REXNORD CORPORATION	133,600	$31.82M	4.2%	—	—	COM	758750103
ASML	ASML HLDG NV	10,000	$19.89M	2.6%	—	—	N Y REGISTRY SHS	N07059210
GOOGL	ALPHABET INC	68,800	$24.59M	3.3%	—	—	CAP STK CL A	02079K305
PRM	PERIMETER SOLUTIONS INC	349,000	$12.44M	1.6%	—	—	COMMON STOCK	71385M107
VNT	VONTIER CORPORATION	536,000	$15.54M	2.1%	—	—	COM	928881101
CPAY	CORPAY INC	79,790	$26.59M	3.5%	—	—	COM SHS	219948106
MCK	MCKESSON CORP	28,800	$21.76M	2.9%	—	—	COM	58155Q103
BAC	BANK OF AMER CORP	321,642	$18.33M	2.4%	—	—	COM	060505104
EXPE	EXPEDIA GROUP INC	101,630	$26.01M	3.4%	—	—	COM NEW	30212P303
WAL	WESTERN ALLIANCE BANCORP	192,000	$15.78M	2.1%	—	—	COM	957638109
ACM	AECOM	116,400	$8.125M	1.1%	—	—	COM	00766T100
AXP	AMERICAN EXPRESS CO	48,830	$16.52M	2.2%	—	—	COM	025816109
ULTA	ULTA BEAUTY INC	23,730	$10.7M	1.4%	—	—	COM	90384S303
GOOG	ALPHABET INC	24,960	$8.819M	1.2%	—	—	CAP STK CL C	02079K107
AXTA	AXALTA COATING SYS LTD	216,600	$7.412M	1.0%	—	—	COM	G0750C108
STGW	STAGWELL INC	950,342	$7.061M	0.9%	—	—	COM CL A	85256A109
FISV	FISERV INC	125,559	$6.159M	0.8%	—	—	COM	337738108
META	META PLATFORMS INC	41,900	$23.6M	3.1%	—	—	CL A	30303M102
MCO	MOODYS CORP	15,758	$7.137M	0.9%	—	—	COM	615369105
CTVA	CORTEVA INC	261,700	$22.16M	2.9%	—	—	COM	22052L104
ORCL	ORACLE CORP	159,800	$23.42M	3.1%	—	—	COM	68389X105
MSFT	MICROSOFT CORP	14,695	$5.482M	0.7%	—	—	COM	594918104