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 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Elanco Animal Health Inc 6.15 3.51M +479% 26.59
JPMorgan Chase & Co. (JPM) 5.69 733722 -5% 117.69
Berkshire Hathaway (BRK.A) 5.61 273 +10% 311831.50
Abbott Laboratories (ABT) 5.39 976910 -2% 83.67
Suntrust Banks Inc $1.00 Par Cmn 5.32 1.17M -3% 68.80
Keysight Technologies 5.32 830529 +16% 97.25
Bj's Wholesale Club Holdings 5.31 3.12M -27% 25.87
Danaher Corporation (DHR) 4.69 492556 144.43
Alcon Inc 4.14 1.08M +15% 58.29
Universal Health Services (UHS) 3.72 379274 +153% 148.75
Iaa Inc 3.52 1.28M +37% 41.73
Equifax (EFX) 3.43 369575 +24% 140.67
Union Pacific Corporation (UNP) 3.13 293193 +19% 161.98
Boston Scientific Corporation (BSX) 2.89 1.08M 40.69
Berkshire Hathaway (BRK.B) 2.87 209550 +12% 208.02
Raytheon Company (RTN) 2.81 217102 NEW 196.19
Electronic Arts (ERTS) 2.77 430050 97.82
World Wrestling Entertainment (WWE) 2.58 550816 +40% 71.15
Tradeweb Markets 2.49 1.02M -27% 36.98
Sherwin-Williams Company (SHW) 2.48 68557 -47% 549.88
General Dynamics Corporation (GD) 2.19 181562 -2% 182.73
International Flavors & Fragrances (IFF) 2.09 258498 -57% 122.69
Becton, Dickinson and (BDX) 2.02 121258 +53% 252.96
Constellation Brands (STZ) 1.27 93299 -3% 207.28
CHECK POINT SOFTWARE Technolog Com Stk 1.24 171298 -2% 109.50
Perspecta Inc 1.18 688364 26.12
General Mills (GIS) 1.13 311280 -61% 55.12
Old Dominion Freight Line (ODFL) 1.09 97768 -46% 169.97
Varonis Sys 0.96 243262 +2% 59.78
Crown Holdings (CCK) 0.84 192676 NEW 66.06
Pure Storage Inc - Class A 0.70 625666 NEW 16.94
Kansas City Southern (KSU) 0.66 75556 -42% 133.01
Moody's Corporation (MCO) 0.63 46402 -52% 204.82
S&p Global 0.60 37406 -55% 244.99
Bank of America Corporation (BAC) 0.57 296272 -12% 29.17
Amphenol Corporation (APH) 0.34 52995 NEW 96.50
QUALCOMM (QCOM) 0.33 65991 -36% 76.28
LogMeIn (LOGM) 0.33 70852 -62% 70.96
Honeywell International (HON) 0.29 25855 -76% 169.17
ConocoPhillips (COP) 0.28 75038 56.98
Royal Dutch Shell (RDS.A) 0.26 67359 +12% 58.85
Syneos Health Inc 0.17 47159 +33% 53.20
Sunrun 0.13 116550 +73% 16.71
Flagstar Ban 0.09 35438 NEW 37.36
Chewy Inc cl a 0.09 57601 24.58
Pra Health Sciences 0.08 12175 NEW 99.22
Catalent 0.07 22612 -21% 47.67
Air Products & Chemicals (APD) 0.04 3021 NEW 221.78
First Solar (FSLR) 0.04 9902 -50% 57.97
SPDR S&P; 500 ETF (SPY) 0.00 89 +89% 292.13

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

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