Stanley Capital Management, LLC
CIK 1518934
13F filing for Q2 2026・No. 3,070
- Holdings
- US$754.29M
- Quarter change
- +US$156.02M
- Entries
- 37
- Net bought (estimate)
- −US$18.13M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 6
- Cut 4
- Added 8
- Corporate actions 0
- Unchanged 22
Largest holdings
37 stocks worth US$754.29M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMATAPPLIED MATLS INCCOM | Cut | 77,800 | US$56.25M | 7.46% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 159,694 | US$53.47M | 7.09% |
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 166,000 | US$49.45M | 6.56% |
| RRXREGAL REXNORD CORPORATIONCOM | Unchanged | 133,600 | US$31.82M | 4.22% |
| VESTIS CORPORATIONCOM SHS | Added | 2,041,107 | US$29.64M | 3.93% |
| ELVELEVANCE HEALTH INC FORMERLYCOM | Added | 72,819 | US$28.16M | 3.73% |
| BEBLOOM ENERGY CORPCOM CL A | Cut | 89,800 | US$27.18M | 3.60% |
| CPAYCORPAY INCCOM SHS | Unchanged | 79,790 | US$26.59M | 3.53% |
| CNCCENTENE CORP DELCOM | Added | 409,722 | US$26.3M | 3.49% |
| EXPEEXPEDIA GROUP INCCOM NEW | Unchanged | 101,630 | US$26.01M | 3.45% |
Sign in (free) to see its 37 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.