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% 310.19 357.10
Bank of America Corporation (BAC) 7.10 6.60M 23.59 22.82
FedEx Corporation (FDX) 5.92 665391 +48.00% 195.15 215.35
Time Warner (TWX) 5.72 1.28M -5.00% 97.71 99.70
NetApp (NTAP) 4.85 2.54M +3.00% 41.85 39.87
Signature Bank (SBNY) 4.80 708661 +80.00% 148.39 136.06
JPMorgan Chase & Co. (JPM) 4.60 1.15M +9.00% 87.84 86.86
Affiliated Managers (AMG) 4.33 579469 163.94 161.27
Western Digital (WDC) 4.19 1.11M -16.00% 82.53 93.34
Becton, Dickinson and (BDX) 4.06 485350 -11.00% 183.44 195.15
Cognizant Technology Solutions (CTSH) 3.26 1.20M NEW 59.52 67.38
Ptc 2.84 1.19M -21.00% 52.55 0.00
Nuance Communications (NUAN) 2.66 3.37M +229.00% 17.31 18.84
Regions Financial Corporation (RF) 2.52 3.80M NEW 14.53 13.57
Universal Health Services (UHS) 2.30 405218 -21.00% 124.45 115.43
Union Pacific Corporation (UNP) 2.07 428175 -14.00% 105.92 108.10
Juniper Networks (JNPR) 2.05 1.61M +12.00% 27.83 28.29
Oracle Corporation (ORCL) 1.94 953302 -35.00% 44.61 50.95
McDonald's Corporation (MCD) 1.85 313171 -25.00% 129.61 154.64
Home Depot (HD) 1.76 262235 -9.00% 146.83 151.31
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 40.50
VMware (VMW) 1.39 331544 -51.00% 92.14 90.92
CarMax (KMX) 1.38 510280 +2.00% 59.22 61.71
Constellation Brands (STZ) 1.37 184753 -81.00% 162.07 184.57
Om Asset Management 1.19 1.73M 15.12 0.00
DISH Network (DISH) 1.18 406456 -65.00% 63.49 63.89
ConocoPhillips (COP) 1.14 502631 NEW 49.87 44.83
Bank of the Ozarks (OZRK) 1.09 457745 -46.00% 52.01 45.44
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 41.50
Western Alliance Bancorporation (WAL) 0.65 289716 -31.00% 49.09 46.98
KAR Auction Services (KAR) 0.58 293562 NEW 43.67 42.02
Valvoline Inc Common 0.52 466811 -37.00% 24.55 0.00
Boston Scientific Corporation (BSX) 0.47 418263 NEW 24.87 28.10
World Wrestling Entertainment (WWE) 0.29 286398 NEW 22.22 20.41
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