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 March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Sherwin-Williams Company (SHW) 10.48 741068 +12.00% 310.19 331.91
Bank of America Corporation (BAC) 7.10 6.60M 23.59 23.39
FedEx Corporation (FDX) 5.92 665391 +48.00% 195.15 193.06
Time Warner (TWX) 5.72 1.28M -5.00% 97.71 98.23
NetApp (NTAP) 4.85 2.54M +3.00% 41.85 39.49
Signature Bank (SBNY) 4.80 708661 +80.00% 148.39 140.80
JPMorgan Chase & Co. (JPM) 4.60 1.15M +9.00% 87.84 85.76
Affiliated Managers (AMG) 4.33 579469 163.94 152.66
Western Digital (WDC) 4.19 1.11M -16.00% 82.53 88.03
Becton, Dickinson and (BDX) 4.06 485350 -11.00% 183.44 186.62
Cognizant Technology Solutions (CTSH) 3.26 1.20M NEW 59.52 66.01
Ptc 2.84 1.19M -21.00% 52.55 0.00
Nuance Communications (NUAN) 2.66 3.37M +229.00% 17.31 18.82
Regions Financial Corporation (RF) 2.52 3.80M NEW 14.53 14.47
Universal Health Services (UHS) 2.30 405218 -21.00% 124.45 118.84
Union Pacific Corporation (UNP) 2.07 428175 -14.00% 105.92 108.00
Juniper Networks (JNPR) 2.05 1.61M +12.00% 27.83 29.45
Oracle Corporation (ORCL) 1.94 953302 -35.00% 44.61 44.56
McDonald's Corporation (MCD) 1.85 313171 -25.00% 129.61 147.82
Home Depot (HD) 1.76 262235 -9.00% 146.83 154.83
Veon 1.75 9.42M NEW 4.08 0.00
Dunkin' Brands Group 1.70 681743 -9.00% 54.68 0.00
Verint Systems (VRNT) 1.68 849568 -41.00% 43.37 40.65
VMware (VMW) 1.39 331544 -51.00% 92.14 94.87
CarMax (KMX) 1.38 510280 +2.00% 59.22 64.49
Constellation Brands (STZ) 1.37 184753 -81.00% 162.07 180.86
Om Asset Management 1.19 1.73M 15.12 0.00
DISH Network (DISH) 1.18 406456 -65.00% 63.49 63.86
ConocoPhillips (COP) 1.14 502631 NEW 49.87 46.76
Bank of the Ozarks (OZRK) 1.09 457745 -46.00% 52.01 47.94
Csra 1.05 785197 -5.00% 29.29 0.00
Intercontinentalexchange 0.86 314465 -28.00% 59.87 0.00
Technipfmc 0.73 490406 NEW 32.50 0.00
Nabors Industries Ltd shs 0.69 1.17M NEW 13.07 0.00
Halliburton Company (HAL) 0.68 302546 NEW 49.21 47.60
Western Alliance Bancorporation (WAL) 0.65 289716 -31.00% 49.09 46.09
KAR Auction Services (KAR) 0.58 293562 NEW 43.67 43.72
Valvoline Inc Common 0.52 466811 -37.00% 24.55 0.00
Boston Scientific Corporation (BSX) 0.47 418263 NEW 24.87 26.67
World Wrestling Entertainment (WWE) 0.29 286398 NEW 22.22 19.76
Berkshire Hathaway (BRK.A) 0.22 19 -13.00% 249842.11 0.00
Berkshire Hathaway (BRK.B) 0.10 13427 +10.00% 166.68 0.00