Stanley Capital Management as of Dec. 31, 2023
Portfolio Holdings for Stanley Capital Management
Stanley Capital Management holds 38 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 6.8 | $28M | 577k | 48.03 | |
| Meta Platforms Cl A (META) | 5.6 | $23M | 64k | 353.96 | |
| McKesson Corporation (MCK) | 4.7 | $19M | 41k | 462.98 | |
| Applied Materials (AMAT) | 4.7 | $19M | 117k | 162.07 | |
| Anthem (ELV) | 4.3 | $18M | 37k | 471.56 | |
| International Game Technolog Shs Usd (IGT) | 4.2 | $17M | 622k | 27.41 | |
| Fiserv (FI) | 4.0 | $16M | 122k | 132.84 | |
| Avantor (AVTR) | 3.9 | $16M | 699k | 22.83 | |
| Centene Corporation (CNC) | 3.5 | $14M | 194k | 74.21 | |
| FleetCor Technologies | 3.5 | $14M | 51k | 282.61 | |
| Oracle Corporation (ORCL) | 3.5 | $14M | 135k | 105.43 | |
| Alight Com Cl A (ALIT) | 3.4 | $14M | 1.6M | 8.53 | |
| Vontier Corporation (VNT) | 3.4 | $14M | 399k | 34.55 | |
| Corteva (CTVA) | 3.1 | $13M | 264k | 47.92 | |
| Robert Half International (RHI) | 2.8 | $12M | 132k | 87.92 | |
| Global Payments (GPN) | 2.7 | $11M | 87k | 127.00 | |
| AECOM Technology Corporation (ACM) | 2.7 | $11M | 116k | 92.43 | |
| Bank of America Corporation (BAC) | 2.6 | $11M | 316k | 33.67 | |
| Mosaic (MOS) | 2.6 | $11M | 297k | 35.73 | |
| Western Alliance Bancorporation (WAL) | 2.5 | $10M | 155k | 65.79 | |
| Hilton Grand Vacations (HGV) | 2.3 | $9.2M | 229k | 40.18 | |
| American Express Company (AXP) | 2.3 | $9.1M | 49k | 187.34 | |
| Goldman Sachs (GS) | 2.1 | $8.3M | 22k | 385.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $8.2M | 59k | 139.69 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.9 | $7.6M | 10k | 756.92 | |
| Diamondback Energy (FANG) | 1.6 | $6.4M | 41k | 155.08 | |
| Stagwell Com Cl A (STGW) | 1.6 | $6.3M | 950k | 6.63 | |
| Moody's Corporation (MCO) | 1.5 | $6.2M | 16k | 390.56 | |
| Encana Corporation (OVV) | 1.5 | $6.0M | 137k | 43.92 | |
| Axalta Coating Sys (AXTA) | 1.4 | $5.7M | 167k | 33.97 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $5.6M | 11k | 489.99 | |
| Microsoft Corporation (MSFT) | 1.4 | $5.5M | 15k | 376.04 | |
| Aramark Hldgs (ARMK) | 1.1 | $4.3M | 153k | 28.10 | |
| Manpower (MAN) | 1.1 | $4.3M | 54k | 79.47 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $3.5M | 25k | 140.93 | |
| Tripadvisor (TRIP) | 0.8 | $3.2M | 151k | 21.53 | |
| Vestis Corporation Com Shs (VSTS) | 0.4 | $1.6M | 76k | 21.14 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.4 | $1.6M | 349k | 4.60 |
