0001420506-23-001099.txt : 20230515 0001420506-23-001099.hdr.sgml : 20230515 20230515102109 ACCESSION NUMBER: 0001420506-23-001099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23919383 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 03-31-2023 03-31-2023 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 05-05-2023 0 42 334935821 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR STANLEY CAPITAL MANAGEMENT, LLC (6078) AECOM COM 00766T100 9814848 116400 SH SOLE 116400 0 0 AERCAP HOLDINGS NV SHS N00985106 7068112 125700 SH SOLE 125700 0 0 ALPHABET INC CAP STK CL A 02079K305 6099324 58800 SH SOLE 58800 0 0 ALPHABET INC CAP STK CL C 02079K107 2595840 24960 SH SOLE 24960 0 0 AMERICAN EXPRESS CO COM 025816109 8054508 48830 SH SOLE 48830 0 0 ANYWHERE REAL ESTATE INC COM 75605Y106 1140712 216044 SH SOLE 216044 0 0 APPLIED MATLS INC COM 038222105 14407960 117300 SH SOLE 117300 0 0 ARAMARK COM 03852U106 6859280 191600 SH SOLE 191600 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 6807100 10000 SH SOLE 10000 0 0 AXALTA COATING SYS LTD COM G0750C108 5046314 166600 SH SOLE 166600 0 0 BANK AMERICA CORP COM 060505104 4512565 157782 SH SOLE 157782 0 0 BANK AMERICA CORP COM 060505104 4529096 158360 SH SOLE 158360 0 0 CENTENE CORP DEL COM 15135B101 10669848 168800 SH SOLE 168800 0 0 CNH INDL N V SHS N20944109 9539292 624708 SH SOLE 624708 0 0 CORTEVA INC COM 22052L104 15300648 253700 SH SOLE 253700 0 0 DIAMONDBACK ENERGY INC COM 25278X109 5541970 41000 SH SOLE 41000 0 0 ELEVANCE HEALTH INC COM 036752103 15219711 33100 SH SOLE 33100 0 0 FISERV INC COM 337738108 13739813 121559 SH SOLE 121559 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 8012300 38000 SH SOLE 38000 0 0 GLOBAL PMTS INC COM 37940X102 2631000 25000 SH SOLE 25000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 7071792 21619 SH SOLE 21619 0 0 HILTON GRAND VACATIONS INC COM 43283X105 10192242 229400 SH SOLE 229400 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 16669600 622000 SH SOLE 622000 0 0 MANPOWERGROUP INC WIS COM 56418H100 6833484 82800 SH SOLE 82800 0 0 MCKESSON CORP COM 58155Q103 14669260 41200 SH SOLE 41200 0 0 META PLATFORMS INC CL A 30303M102 15619978 73700 SH SOLE 73700 0 0 MICROSOFT CORP COM 594918104 4236569 14695 SH SOLE 14695 0 0 MOODYS CORP COM 615369105 4822264 15758 SH SOLE 15758 0 0 MOSAIC CO NEW COM 61945C103 13612596 296700 SH SOLE 296700 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1815750 135000 SH SOLE 135000 0 0 ORACLE CORP COM 68389X105 10853056 116800 SH SOLE 116800 0 0 OVINTIV INC COM 69047Q102 4942960 137000 SH SOLE 137000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 5243920 649000 SH SOLE 649000 0 0 ROBERT HALF INTL INC COM 770323103 10594391 131493 SH SOLE 131493 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4920526 142500 SH SOLE 142500 0 0 SPLUNK INC COM 848637104 5656920 59000 SH SOLE 59000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2744442 48600 SH SOLE 48600 0 0 STAGWELL INC COM CL A 85256A109 7051538 950342 SH SOLE 950342 0 0 TRIPADVISOR INC COM 896945201 2991074 150608 SH SOLE 150608 0 0 ULTA BEAUTY INC COM 90384S303 6220638 11400 SH SOLE 11400 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 10904220 762000 SH SOLE 762000 0 0 VONTIER CORPORATION COM 928881101 9678360 354000 SH SOLE 354000 0 0