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

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

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