Stanley Capital Management, LLC: 13F holdings
CIK 15189342026Q2
| Positions | 37 |
|---|---|
| Reported value | $754.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMAT APPLIED MATLS INC | 77,800 | $56.2m | 7.5% |
| VRT VERTIV HOLDINGS CO | 159,694 | $53.5m | 7.1% |
| MRVL MARVELL TECHNOLOGY INC | 166,000 | $49.4m | 6.6% |
| RRX REGAL REXNORD CORPORATION | 133,600 | $31.8m | 4.2% |
| VESTIS CORPORATION | 2,041,107 | $29.6m | 3.9% |
| ELV ELEVANCE HEALTH INC FORMERLY | 72,819 | $28.2m | 3.7% |
| BE BLOOM ENERGY CORP | 89,800 | $27.2m | 3.6% |
| CPAY CORPAY INC | 79,790 | $26.6m | 3.5% |
| CNC CENTENE CORP DEL | 409,722 | $26.3m | 3.5% |
| EXPE EXPEDIA GROUP INC | 101,630 | $26.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1518934")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.