0001420506-23-001590.txt : 20230814 0001420506-23-001590.hdr.sgml : 20230814 20230814101903 ACCESSION NUMBER: 0001420506-23-001590 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stanley Capital Management, LLC CENTRAL INDEX KEY: 0001518934 IRS NUMBER: 273942192 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16484 FILM NUMBER: 231167055 BUSINESS ADDRESS: STREET 1: 3200 SOUTHWEST FREEWAY STREET 2: SUITE 3140 CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 713.900.3205 MAIL ADDRESS: STREET 1: 3200 SOUTHWEST FREEWAY STREET 2: SUITE 3140 CITY: HOUSTON STATE: TX ZIP: 77027 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001518934 XXXXXXXX 06-30-2023 06-30-2023 false Stanley Capital Management, LLC

3200 SOUTHWEST FREEWAY SUITE 3140 HOUSTON TX 77027

13F HOLDINGS REPORT 028-16484 N Bret Stanley 713-900-3200 Bret Stanley , Chief Compliance Officer HOUSTON TX 08-07-2023 0 42 369499096 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR STANLEY CAPITAL MANAGEMENT, LLC (6420) AECOM COM 00766T100 9857916 116400 SH SOLE 116400 0 0 ALIGHT INC COM CL A 01626W101 3057932 330945 SH SOLE 330945 0 0 ALPHABET INC CAP STK CL C 02079K107 3019411 24960 SH SOLE 24960 0 0 ALPHABET INC CAP STK CL A 02079K305 7038360 58800 SH SOLE 58800 0 0 AMERICAN EXPRESS CO COM 025816109 8506186 48830 SH SOLE 48830 0 0 ANYWHERE REAL ESTATE INC COM 75605Y106 1443174 216044 SH SOLE 216044 0 0 APPLIED MATLS INC COM 038222105 16954542 117300 SH SOLE 117300 0 0 ARAMARK COM 03852U106 6569430 152600 SH SOLE 152600 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 7247500 10000 SH SOLE 10000 0 0 AVANTOR INC COM 05352A100 5042570 245500 SH SOLE 245500 0 0 AXALTA COATING SYS LTD COM G0750C108 5466146 166600 SH SOLE 166600 0 0 BANK AMERICA CORP COM 060505104 9070114 316142 SH SOLE 316142 0 0 CENTENE CORP DEL COM 15135B101 11385560 168800 SH SOLE 168800 0 0 CNH INDL N V SHS N20944109 8995795 624708 SH SOLE 624708 0 0 CORTEVA INC COM 22052L104 14537010 253700 SH SOLE 253700 0 0 DIAMONDBACK ENERGY INC COM 25278X109 5385760 41000 SH SOLE 41000 0 0 ELEVANCE HEALTH INC COM 036752103 14705999 33100 SH SOLE 33100 0 0 FISERV INC COM 337738108 15334668 121559 SH SOLE 121559 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 12302920 49000 SH SOLE 49000 0 0 GLOBAL PMTS INC COM 37940X102 2463000 25000 SH SOLE 25000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 6972992 21619 SH SOLE 21619 0 0 HILTON GRAND VACATIONS INC COM 43283X105 10423936 229400 SH SOLE 229400 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 19835580 622000 SH SOLE 622000 0 0 MANPOWERGROUP INC WIS COM 56418H100 5542120 69800 SH SOLE 69800 0 0 MCKESSON CORP COM 58155Q103 17605172 41200 SH SOLE 41200 0 0 META PLATFORMS INC CL A 30303M102 18280626 63700 SH SOLE 63700 0 0 MICROSOFT CORP COM 594918104 5004235 14695 SH SOLE 14695 0 0 MOODYS CORP COM 615369105 5479372 15758 SH SOLE 15758 0 0 MOSAIC CO NEW COM 61945C103 10384500 296700 SH SOLE 296700 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4005680 184000 SH SOLE 184000 0 0 ORACLE CORP COM 68389X105 13909712 116800 SH SOLE 116800 0 0 OVINTIV INC COM 69047Q102 5215590 137000 SH SOLE 137000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 3991350 649000 SH SOLE 649000 0 0 ROBERT HALF INTL INC COM 770323103 9890903 131493 SH SOLE 131493 0 0 SPLUNK INC COM 848637104 9972460 94000 SH SOLE 94000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2945160 48600 SH SOLE 48600 0 0 STAGWELL INC COM CL A 85256A109 6851966 950342 SH SOLE 950342 0 0 TRIPADVISOR INC COM 896945201 2483526 150608 SH SOLE 150608 0 0 ULTA BEAUTY INC COM 90384S303 5364783 11400 SH SOLE 11400 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 19617840 792000 SH SOLE 792000 0 0 VONTIER CORPORATION COM 928881101 12851790 399000 SH SOLE 399000 0 0 WESTERN ALLIANCE BANCORP COM 957638109 4485810 123000 SH SOLE 123000 0 0