0001420506-23-002142.txt : 20231114 0001420506-23-002142.hdr.sgml : 20231114 20231114112056 ACCESSION NUMBER: 0001420506-23-002142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402748 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 09-30-2023 09-30-2023 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 11-09-2023 0 42 374986542 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR STANLEY CAPITAL MANAGEMENT, LLC (6826) AECOM COM 00766T100 9665856 116400 SH SOLE 116400 0 0 ALIGHT INC COM CL A 01626W101 8350850 1177835 SH SOLE 1177835 0 0 ALPHABET INC CAP STK CL C 02079K107 3290976 24960 SH SOLE 24960 0 0 ALPHABET INC CAP STK CL A 02079K305 7694568 58800 SH SOLE 58800 0 0 AMERICAN EXPRESS CO COM 025816109 7284948 48830 SH SOLE 48830 0 0 ANYWHERE REAL ESTATE INC COM 75605Y106 1389163 216044 SH SOLE 216044 0 0 APPLIED MATLS INC COM 038222105 16240185 117300 SH SOLE 117300 0 0 ARAMARK COM 03852U106 5295220 152600 SH SOLE 152600 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 5886600 10000 SH SOLE 10000 0 0 AVANTOR INC COM 05352A100 9665180 458500 SH SOLE 458500 0 0 AXALTA COATING SYS LTD COM G0750C108 4481540 166600 SH SOLE 166600 0 0 BANK AMERICA CORP COM 060505104 8655968 316142 SH SOLE 316142 0 0 CENTENE CORP DEL COM 15135B101 11626944 168800 SH SOLE 168800 0 0 CNH INDL N V SHS N20944109 7558967 624708 SH SOLE 624708 0 0 CORTEVA INC COM 22052L104 12979292 253700 SH SOLE 253700 0 0 DIAMONDBACK ENERGY INC COM 25278X109 6350080 41000 SH SOLE 41000 0 0 ELEVANCE HEALTH INC COM 036752103 14412402 33100 SH SOLE 33100 0 0 FISERV INC COM 337738108 13731305 121559 SH SOLE 121559 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 12511660 49000 SH SOLE 49000 0 0 GLOBAL PMTS INC COM 37940X102 4038650 35000 SH SOLE 35000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 6995260 21619 SH SOLE 21619 0 0 HILTON GRAND VACATIONS INC COM 43283X105 9336580 229400 SH SOLE 229400 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 18859040 622000 SH SOLE 622000 0 0 MANPOWERGROUP INC WIS COM 56418H100 3944616 53800 SH SOLE 53800 0 0 MCKESSON CORP COM 58155Q103 17915820 41200 SH SOLE 41200 0 0 META PLATFORMS INC CL A 30303M102 19123377 63700 SH SOLE 63700 0 0 MICROSOFT CORP COM 594918104 4639946 14695 SH SOLE 14695 0 0 MOODYS CORP COM 615369105 4982207 15758 SH SOLE 15758 0 0 MOSAIC CO NEW COM 61945C103 10562520 296700 SH SOLE 296700 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3032320 184000 SH SOLE 184000 0 0 ORACLE CORP COM 68389X105 12371456 116800 SH SOLE 116800 0 0 OVINTIV INC COM 69047Q102 6517090 137000 SH SOLE 137000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 2946460 649000 SH SOLE 649000 0 0 ROBERT HALF INC. COM 770323103 9635807 131493 SH SOLE 131493 0 0 SPLUNK INC COM 848637104 13747500 94000 SH SOLE 94000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2553444 48600 SH SOLE 48600 0 0 STAGWELL INC COM CL A 85256A109 4457104 950342 SH SOLE 950342 0 0 TRIPADVISOR INC COM 896945201 2497081 150608 SH SOLE 150608 0 0 ULTA BEAUTY INC COM 90384S303 4553730 11400 SH SOLE 11400 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 25742400 692000 SH SOLE 692000 0 0 VONTIER CORPORATION COM 928881101 12337080 399000 SH SOLE 399000 0 0 WESTERN ALLIANCE BANCORP COM 957638109 7125350 155000 SH SOLE 155000 0 0