Stanley Capital Management, LLC - Portfolio Stock Holdings

Stanley Capital Management, LLC disclosed 43 stock positions in a recent SEC 13F filing. $754,291,893 of stock holdings were filed, with the largest holdings including AMAT, VRT, and MRVL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $634,621,352 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.