Stanley Capital Management's Q3 2022 13F Holdings: Healthcare, Technology, and Agriculture Take the Lead

As Q3 2022 draws to an end, fund managers are already taking stock of their 13F holdings and preparing for Q4 2022. Stanley Capital Management, LLC is one such fund manager, and their recently released CSV shows interesting changes that the fund has made to its holdings over the quarter. In this blog post, we will explore these changes and their potential implications.

Firstly, the CSV shows that Stanley Capital Management, LLC has increased its holdings in ELEVANCE HEALTH INC by 12.9%. This is significant as ELEVANCE HEALTH INC is a healthcare provider focused on innovative solutions, and the COVID-19 pandemic has highlighted the importance of healthcare in our world. With the Delta variant spreading and talk of possible new variants emerging, investing in healthcare providers like ELEVANCE HEALTH INC could pay off in the coming months.

Next on the CSV is MCKESSON CORP, which saw a 10.4% increase in holdings by Stanley Capital Management, LLC. MCKESSON CORP is a major player in the healthcare supply chain, and its products are essential to the functioning of hospitals and clinics around the world. Investment in this company could mean that Stanley Capital Management, LLC expects increased demand for healthcare products as governments and healthcare providers seek to strengthen their healthcare infrastructure in the wake of the pandemic.

Moving on to CORTEVA INC, we see that Stanley Capital Management, LLC has maintained its holdings in the company, with a negligible increase of 2.9%. CORTEVA INC is a global agricultural company that produces products for farmers around the world. With increased demand for food security and sustainability, investment in agricultural companies like CORTEVA INC could be a wise move.

INTERNATIONAL GAME TECHNOLOG saw a significant increase in holdings of 43.5% by Stanley Capital Management, LLC. This is interesting as the company deals in gaming technology and services, and the gaming industry has seen increased demand in recent years. The pandemic has resulted in more people staying at home and looking for ways to entertain themselves, and the gaming industry has benefited from this trend. It remains to be seen how this trend will evolve in the coming months, but investment in gaming could be a sign of confidence in the industry's future.

Stanley Capital Management, LLC reduced its holdings in MOSAIC CO NEW by 9.2%. MOSAIC CO NEW is a fertilizer company, and investment in this company could signal a belief in the agriculture industry's future. However, the decrease in holdings could suggest that Stanley Capital Management, LLC sees better prospects elsewhere.

FISERV INC saw an 8% increase in holdings by Stanley Capital Management, LLC. FISERV INC is a global provider of financial services technology, and its products and services are essential to the functioning of the financial sector. With the pandemic causing disruption across industries, investment in companies like FISERV INC could be a sign of confidence in the financial sector's resilience.

APPLIED MATLS INC saw a significant increase in holdings of 59.7% by Stanley Capital Management, LLC. APPLIED MATLS INC is a provider of materials engineering solutions, and its products are essential to the technology sector. Investment in this company could suggest that Stanley Capital Management, LLC has faith in the technology sector's future growth potential, which is not surprising given the sector's importance in the global economy.

BANK OF AMERICA CORP saw a 58.9% increase in holdings by Stanley Capital Management, LLC. BANK OF AMERICA CORP is one of the largest banks in the world, and investment in this company could signal confidence in the banking sector's ability to weather economic uncertainty.

Finally, we see that GLOBAL PMTS INC saw a significant decrease in holdings of 79.1% by Stanley Capital Management, LLC. GLOBAL PMTS INC is a provider of payment technology solutions, which have become increasingly important in a world that is moving away from cash transactions. It is unclear why Stanley Capital Management, LLC decreased its holdings in this company, but it could signal a lack of confidence in its growth prospects.

In conclusion, Stanley Capital Management, LLC's 13F holding changes signal some interesting trends. The increase in holdings in healthcare, agricultural, and technology companies could be a bet on industries that are poised for growth in the coming years. At the same time, the decrease in holdings in fertilizer and payment technology companies could suggest a lack of faith in the growth prospects of these industries. As always, investors should do their due diligence and research these companies themselves before making any investment decisions.