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Stanley Capital Management Portfolio holdings

AUM $598M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
-7.68%
1 Year Est. Return
+33.22%
3 Year Est. Return
+101.29%
5 Year Est. Return
+144.82%
10 Year Est. Return
+770.03%
AUM
$508M
AUM Growth
-$5.42M
Cap. Flow
+$44.5M
Cap. Flow %
8.75%
Top 10 Hldgs %
44.9%
Holding
39
New
2
Increased
8
Reduced
–
Closed
2

Top Buys

Rank Stock Value
1
VSTS icon
Vestis
VSTS
+$18M
2
CMCO icon
Columbus McKinnon
CMCO
+$13.6M
3
ALIT icon
Alight
ALIT
+$6.58M
4
QDEL icon
QuidelOrtho
QDEL
+$6.12M
5
AVTR icon
Avantor
AVTR
+$5.68M

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$12.4M
2
LAD icon
Lithia Motors
LAD
+$11.1M

Sector Composition

Rank Sector Weight
1 Technology 26.27%
2 Healthcare 19.36%
3 Industrials 18.64%
4 Financials 9.94%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCO icon
26
Columbus McKinnon
CMCO
$622M
$8.89M 1.75%
+525,000
New +$13.6M
ARMK icon
27
Aramark
ARMK
$14.8B
$8.1M 1.59%
234,600
– –
RHI icon
28
Robert Half
RHI
$4.19B
$7.72M 1.52%
141,493
– –
MCO icon
29
Moody's
MCO
$83.8B
$7.34M 1.44%
15,758
– –
AXTA icon
30
Axalta
AXTA
$8.05B
$7.18M 1.41%
216,600
– –
ASML icon
31
ASML
ASML
$658B
$6.63M 1.3%
10,000
– –
OVV icon
32
Ovintiv
OVV
$16.8B
$5.86M 1.15%
137,000
– –
STGW icon
33
Stagwell
STGW
$2.2B
$5.75M 1.13%
950,342
– –
MSFT icon
34
Microsoft
MSFT
$3.66T
$5.52M 1.09%
14,695
– –
RTO icon
35
Rentokil
RTO
$12.6B
$4.58M 0.9%
+200,000
New +$4.83M
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.59T
$3.9M 0.77%
24,960
– –
PRM icon
37
Perimeter Solutions
PRM
$5.44B
$3.51M 0.69%
349,000
– –
GS icon
38
Goldman Sachs
GS
$311B
– –
-21,619
Closed -$12.4M
LAD icon
39
Lithia Motors
LAD
$8.16B
– –
-30,957
Closed -$11.1M
1
2

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ECM
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GP
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TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
BHPW
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BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CCP
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Stanley Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Stanley Capital Management held 39 positions worth $508M, down 1.1% from $514M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Stanley Capital Management deployed $44.5M of net new capital in Q1 2025, opening 2 new positions and adding to 8 existing holdings. Its largest new stake was Columbus McKinnon: 525,000 shares worth $8.89M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 26% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the most notable exit was Goldman Sachs, an estimated $12.4M sold.

  • Stanley Capital Management's largest Q1 2025 buy was Columbus McKinnon: 525,000 shares worth $8.89M.
  • Stanley Capital Management added most to Vestis in Q1 2025, an estimated $18M increase.
  • Stanley Capital Management fully exited Goldman Sachs in Q1 2025, selling an estimated $12.4M.
  • Stanley Capital Management's ten largest holdings make up 45% of its $508M portfolio in Q1 2025.
  • Stanley Capital Management opened 2 new positions and closed 2 in Q1 2025.
  • Stanley Capital Management's portfolio value fell 1.1% quarter-over-quarter to $508M.

Based on Stanley Capital Management's 13F filing for Q1 2025, filed 15 May 2025.