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 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Sherwin-Williams Company (SHW) 8.90 510559 -31% 350.96
Bank of America Corporation (BAC) 6.95 5.77M -12% 24.26
Becton, Dickinson and (BDX) 6.16 635356 +30% 195.11
FedEx Corporation (FDX) 5.66 524512 -21% 217.33
JPMorgan Chase & Co. (JPM) 5.23 1.15M 91.40
NetApp (NTAP) 4.51 2.27M -10% 40.05
C.R. Bard (BCR) 3.55 225848 NEW 316.11
Cognizant Technology Solutions (CTSH) 3.46 1.05M -12% 66.40
Western Digital (WDC) 3.40 773014 -30% 88.60
Affiliated Managers (AMG) 3.31 402375 -30% 165.86
Nuance Communications (NUAN) 3.31 3.83M +13% 17.41
Constellation Brands (STZ) 3.14 325912 +76% 193.73
Universal Health Services (UHS) 2.95 487226 +20% 122.08
Veon 2.51 12.93M +37% 3.91
Juniper Networks (JNPR) 2.34 1.69M +4% 27.88
Union Pacific Corporation (UNP) 2.07 383504 -10% 108.91
Palo Alto Networks 2.01 303170 NEW 133.81
CarMax (KMX) 1.99 635456 +24% 63.06
Chemours 1.86 987066 NEW 37.92
PPG Industries (PPG) 1.82 334114 NEW 109.96
D.R. Horton (DHI) 1.82 1.06M NEW 34.57
Scripps Networks Interactive (SNI) 1.65 485175 NEW 68.31
Nabors Industries Ltd shs 1.63 4.03M +246% 8.14
Bank of the Ozarks (OZRK) 1.27 544148 +18% 46.87
Verint Systems (VRNT) 1.26 623128 -26% 40.70
DISH Network (DISH) 1.22 391418 -3% 62.76
Halliburton Company (HAL) 1.19 560846 +85% 42.71
McDonald's Corporation (MCD) 1.18 154572 -50% 153.16
Om Asset Management 1.18 1.60M -7% 14.86
Home Depot (HD) 1.12 146499 -44% 153.40
Ptc 0.98 359352 -69% 55.12
Estee Lauder Companies (EL) 0.97 203816 NEW 95.98
Oracle Corporation (ORCL) 0.93 372357 -60% 50.14
Intercontinentalexchange 0.92 280346 -10% 65.92
KAR Auction Services (KAR) 0.88 422319 +43% 41.97
Dunkin' Brands Group 0.85 311658 -54% 55.12
Berkshire Hathaway (BRK.A) 0.75 59 +210% 254694.92
ConocoPhillips (COP) 0.67 305843 -39% 43.96
Western Alliance Bancorporation (WAL) 0.63 258846 -10% 49.20
Time Warner (TWX) 0.60 120120 -90% 100.41
Convergys Corporation (CVG) 0.58 491056 NEW 23.78
Boston Scientific Corporation (BSX) 0.55 400441 -4% 27.72
Berkshire Hathaway (BRK.B) 0.46 54319 +304% 169.37
Parsley Energy Inc-class A 0.36 257663 NEW 27.75
World Wrestling Entertainment (WWE) 0.30 293015 +2% 20.37
Csra 0.23 145978 -81% 31.75
CSX Corporation (CSX) 0.21 77127 NEW 54.57
Select Medical Holdings Corporation (SEM) 0.16 207148 NEW 15.35
Medidata Solutions (MDSO) 0.15 37755 NEW 78.19
Regions Financial Corporation (RF) 0.12 162460 -95% 14.64
Precision Drilling Corporation (PD) 0.04 214670 NEW 3.41
Nevro 0.04 9507 NEW 74.47

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

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