Sirios Capital Management, L.P.

Latest statistics and disclosures from SIRIOS CAPITAL MANAGEMENT L P's latest quarterly 13F-HR filing:

SIRIOS CAPITAL MANAGEMENT L P portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Sherwin-Williams Company (SHW) 8.65 656705 +85.00% 268.74 327.73
Constellation Brands (STZ) 7.34 976490 +26.00% 153.31 173.03
Bank of America Corporation (BAC) 7.07 6.52M +21.00% 22.10 23.63
Time Warner (TWX) 6.43 1.36M -4.00% 96.53 99.96
JPMorgan Chase & Co. (JPM) 4.44 1.05M NEW 86.29 87.50
Becton, Dickinson and (BDX) 4.44 546945 +77.00% 165.55 177.07
Western Digital (WDC) 4.42 1.33M +2.00% 67.95 85.77
NetApp (NTAP) 4.24 2.45M -5.00% 35.27 39.94
Affiliated Managers (AMG) 4.17 584573 -17.00% 145.30 166.45
FedEx Corporation (FDX) 4.09 447506 -21.00% 186.20 188.56
Ptc 3.42 1.51M +22.00% 46.27 0.00
DISH Network (DISH) 3.36 1.18M -7.00% 57.93 60.34
Signature Bank (SBNY) 2.89 392412 NEW 150.20 141.71
Oracle Corporation (ORCL) 2.80 1.49M -7.00% 38.45 44.84
Universal Health Services (UHS) 2.69 516165 +33.00% 106.38 120.90
VMware (VMW) 2.62 678704 +8.00% 78.73 93.07
Union Pacific Corporation (UNP) 2.56 503566 NEW 103.68 109.33
Verint Systems (VRNT) 2.52 1.46M +22.00% 35.25 39.45
McDonald's Corporation (MCD) 2.50 419481 -24.00% 121.72 134.23
Bank of the Ozarks (OZRK) 2.22 862427 -40.00% 52.59 49.75
Juniper Networks (JNPR) 2.00 1.44M NEW 28.26 28.27
Dunkin' Brands Group 1.93 749786 NEW 52.44 0.00
Home Depot (HD) 1.91 290759 NEW 134.08 151.89
CarMax (KMX) 1.58 500108 NEW 64.39 59.69
Csra 1.29 826933 -7.00% 31.84 0.00
Intercontinentalexchange 1.22 442637 +340.00% 56.42 0.00
Om Asset Management 1.21 1.71M -3.00% 14.50 0.00
Discovery Communications (DISCA) 1.12 830814 -3.00% 27.41 29.40
Western Alliance Bancorporation (WAL) 1.01 421885 -56.00% 48.71 48.55
Vimpel (VIP) 0.91 4.84M +9.00% 3.85 4.05
Valvoline Inc Common 0.79 747974 +23.00% 21.50 0.00
Nuance Communications (NUAN) 0.75 1.02M NEW 14.90 17.57
Discovery Communications (DISCK) 0.58 439737 -11.00% 26.78 28.90
Radware Ltd ord 0.45 636296 -56.00% 14.58 0.00
Berkshire Hathaway (BRK.A) 0.26 22 NEW 244136.36 0.00
Berkshire Hathaway (BRK.B) 0.10 12206 NEW 162.95 0.00