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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Bj's Wholesale Club Holdings 7.29 4.30M +16% 26.40
International Flavors & Fragrances (IFF) 5.72 613076 +71% 145.09
JPMorgan Chase & Co. (JPM) 5.58 776755 -13% 111.80
Abbott Laboratories (ABT) 5.40 999332 -16% 84.10
Berkshire Hathaway (BRK.A) 5.06 247 -7% 318348.18
Suntrust Banks Inc $1.00 Par Cmn 4.91 1.22M -7% 62.85
Danaher Corporation (DHR) 4.52 492234 142.92
Keysight Technologies 4.13 714728 NEW 89.81
Tradeweb Markets 3.94 1.40M NEW 43.81
Sherwin-Williams Company (SHW) 3.85 130506 +58% 458.29
Alcon Inc 3.73 935242 NEW 62.05
Boston Scientific Corporation (BSX) 3.04 1.10M -31% 42.98
Electronic Arts (ERTS) 2.80 429413 +78% 101.26
General Mills (GIS) 2.72 805395 -38% 52.52
Union Pacific Corporation (UNP) 2.66 244868 NEW 169.11
Equifax (EFX) 2.58 296720 +2% 135.24
Berkshire Hathaway (BRK.B) 2.56 186667 -12% 213.17
Iaa Inc 2.32 930880 NEW 38.78
General Dynamics Corporation (GD) 2.18 186355 +221% 181.82
World Wrestling Entertainment (WWE) 1.82 392749 +68% 72.21
Old Dominion Freight Line (ODFL) 1.75 181814 -31% 149.26
KAR Auction Services (KAR) 1.50 930880 +219% 25.00
CHECK POINT SOFTWARE Technolog Com Stk 1.31 176552 +6% 115.61
Elanco Animal Health Inc 1.31 604947 +21% 33.80
Becton, Dickinson and (BDX) 1.28 79162 -83% 252.00
Universal Health Services (UHS) 1.25 149456 -30% 130.39
Moody's Corporation (MCO) 1.23 98223 -13% 195.31
Honeywell International (HON) 1.23 109275 -57% 174.59
S&p Global 1.23 83760 -14% 227.79
Constellation Brands (STZ) 1.22 96271 -45% 196.93
Kansas City Southern (KSU) 1.04 132197 -52% 121.83
Perspecta Inc 1.03 681860 -35% 23.41
Varonis Sys 0.95 237806 NEW 61.94
LogMeIn (LOGM) 0.89 187376 -22% 73.68
Choice Hotels International (CHH) 0.83 147774 -61% 87.01
Bank of America Corporation (BAC) 0.63 339617 -73% 29.00
Analog Devices (ADI) 0.63 86514 -71% 112.87
Rockwell Automation (ROK) 0.60 57093 -9% 163.82
Coca-Cola Company (KO) 0.53 163050 -81% 50.92
QUALCOMM (QCOM) 0.51 103541 NEW 76.07
Texas Instruments Incorporated (TXN) 0.33 44361 -84% 114.76
ConocoPhillips (COP) 0.30 76127 -2% 61.00
Wpx Energy 0.28 371822 +5% 11.51
Royal Dutch Shell (RDS.A) 0.25 59922 -6% 65.07
Regions Financial Corporation (RF) 0.24 249322 -93% 14.94
Nxp Semiconductors N V 0.24 39023 -8% 97.61
Chewy Inc cl a 0.13 58437 NEW 34.99
Syneos Health Inc 0.12 35257 -7% 51.08
Catalent 0.10 28728 -34% 54.20
McKesson Corporation (MCK) 0.08 9644 -7% 134.38
First Solar (FSLR) 0.08 20113 NEW 65.68
Sunrun 0.08 67249 NEW 18.77
SPDR S&P; 500 ETF (SPY) 0.00 47 NEW 297.87

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

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