Sirios Capital Management

Latest statistics and disclosures from Sirios Capital Management L P's latest quarterly 13F-HR filing:

Companies in the Sirios Capital Management L P portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Sherwin-Williams Company (SHW) 10.10 538506 +5% 358.04
Becton, Dickinson and (BDX) 8.07 786542 +23% 195.95
FedEx Corporation (FDX) 6.96 589149 +12% 225.58
NetApp (NTAP) 5.36 2.34M +3% 43.76
Nuance Communications (NUAN) 4.13 5.02M +30% 15.72
C.R. Bard (BCR) 4.00 238445 +5% 320.50
Bank of America Corporation (BAC) 3.35 2.52M -56% 25.34
Veon 3.15 14.38M +11% 4.18
Universal Health Services (UHS) 3.00 516312 +5% 110.94
Constellation Brands (STZ) 2.98 285559 -12% 199.45
Union Pacific Corporation (UNP) 2.95 485652 +26% 115.97
Boston Scientific Corporation (BSX) 2.90 1.90M +373% 29.17
Juniper Networks (JNPR) 2.70 1.85M +9% 27.83
CarMax (KMX) 2.66 669994 +5% 75.81
JPMorgan Chase & Co. (JPM) 2.53 506482 -56% 95.51
Palo Alto Networks 2.52 334181 +10% 144.10
Pitney Bowes (PBI) 2.36 3.22M NEW 14.01
D.R. Horton (DHI) 2.34 1.12M +5% 39.93
Affiliated Managers (AMG) 2.26 227770 -43% 189.83
DISH Network (DISH) 2.24 787708 +101% 54.23
Cognizant Technology Solutions (CTSH) 2.16 567471 -45% 72.54
Berkshire Hathaway (BRK.A) 2.12 147 +149% 274741.50
KAR Auction Services (KAR) 1.52 607607 +43% 47.74
CSX Corporation (CSX) 1.47 515820 +568% 54.26
Verint Systems (VRNT) 1.40 638672 +2% 41.85
PPG Industries (PPG) 1.35 237147 -29% 108.66
Om Asset Management 1.35 1.73M +8% 14.92
McDonald's Corporation (MCD) 1.34 163023 +5% 156.68
Halliburton Company (HAL) 1.33 553401 46.03
Berkshire Hathaway (BRK.B) 1.24 129184 +137% 183.32
Estee Lauder Companies (EL) 1.11 196451 -3% 107.84
Nabors Industries Ltd shs 0.97 2.30M -43% 8.07
Bank of the Ozarks (OZRK) 0.86 342590 -37% 48.05
Western Alliance Bancorporation (WAL) 0.75 270211 +4% 53.08
World Wrestling Entertainment (WWE) 0.74 599734 +104% 23.55
Home Depot (HD) 0.72 83774 -42% 163.56
Convergys Corporation (CVG) 0.70 517827 +5% 25.89
DST Systems (DST) 0.55 190375 NEW 54.88
ConocoPhillips (COP) 0.38 143691 -53% 50.05
Royal Dutch Shell (RDS.A) 0.35 108813 NEW 60.58
Consolidated Communications Holdings (CNSL) 0.28 277344 NEW 19.08
Select Medical Holdings Corporation (SEM) 0.28 277206 +33% 19.20
Blue Buffalo Pet Prods 0.23 153774 NEW 28.35
Medidata Solutions (MDSO) 0.21 51077 +35% 78.06
Precision Drilling Corporation (PD) 0.04 235559 +9% 3.12

Past 13F-HR SEC Filings by Sirios Capital Management L P

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