0001104883-19-000004.txt : 20190515 0001104883-19-000004.hdr.sgml : 20190515 20190515151808 ACCESSION NUMBER: 0001104883-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIRIOS CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001104883 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05369 FILM NUMBER: 19827521 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 BUSINESS PHONE: 617-598-5100 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001104883 XXXXXXXX 03-31-2019 03-31-2019 SIRIOS CAPITAL MANAGEMENT L P

ONE INTERNATIONAL PLACE BOSTON MA 02110-2649

13F HOLDINGS REPORT 028-05369 N John F. Brennan, Jr. 617-598-5100 /s/ John F. Brennan, Jr. Boston MA 05-15-2019 0 49 1649559 false INFORMATION TABLE 2 sirios_20190331.xml ABBOTT LABS COM 002824100 95358 1192863 SH OTR 1 0 1192863 0 ANALOG DEVICES INC COM 032654105 32133 305245 SH OTR 1 0 305245 0 BANK AMER CORP COM 060505104 35074 1271235 SH OTR 1 0 1271235 0 BECTON DICKINSON & CO COM 075887109 122180 489250 SH OTR 1 0 489250 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 80123 266 SH OTR 1 0 266 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42998 214036 SH OTR 1 0 214036 0 BJS WHSL CLUB HLDGS INC COM 05550J101 100748 3676904 SH OTR 1 0 3676904 0 BOSTON SCIENTIFIC CORP COM 101137107 61635 1605913 SH OTR 1 0 1605913 0 BP PLC SPONSORED ADR 055622104 2567 58720 SH OTR 1 0 58720 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 11480 239072 SH OTR 1 0 239072 0 CATALENT INC COM 148806102 1786 44008 SH OTR 1 0 44008 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 21057 166475 SH OTR 1 0 166475 0 CHOICE HOTELS INTL INC COM 169905106 29893 384526 SH OTR 1 0 384526 0 COCA COLA CO COM 191216100 41336 882115 SH OTR 1 0 882115 0 CONOCOPHILLIPS COM 20825C104 5195 77845 SH OTR 1 0 77845 0 CONSTELLATION BRANDS INC CL A 21036P108 31209 178004 SH OTR 1 0 178004 0 DANAHER CORPORATION COM 235851102 64259 486737 SH OTR 1 0 486737 0 ELANCO ANIMAL HEALTH INC COM 28414H103 15913 496179 SH OTR 1 0 496179 0 ELECTRONIC ARTS INC COM 285512109 24411 240193 SH OTR 1 0 240193 0 EQUIFAX INC COM 294429105 34153 288212 SH OTR 1 0 288212 0 FIFTH THIRD BANCORP COM 316773100 12079 478960 SH OTR 1 0 478960 0 GENERAL DYNAMICS CORP COM 369550108 9818 57998 SH OTR 1 0 57998 0 GENERAL MLS INC COM 370334104 67368 1301786 SH OTR 1 0 1301786 0 HONEYWELL INTL INC COM 438516106 41056 258341 SH OTR 1 0 258341 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 46166 358457 SH OTR 1 0 358457 0 JPMORGAN CHASE & CO COM 46625H100 90432 893333 SH OTR 1 0 893333 0 KANSAS CITY SOUTHERN COM NEW 485170302 32317 278642 SH OTR 1 0 278642 0 KAR AUCTION SVCS INC COM 48238T109 14933 291040 SH OTR 1 0 291040 0 LOGMEIN INC COM 54142L109 19440 242698 SH OTR 1 0 242698 0 MCDONALDS CORP COM 580135101 69744 367267 SH OTR 1 0 367267 0 MCKESSON CORP COM 58155Q103 1223 10449 SH OTR 1 0 10449 0 MOODYS CORP COM 615369105 20573 113605 SH OTR 1 0 113605 0 NXP SEMICONDUCTORS N V COM N6596X109 3765 42593 SH OTR 1 0 42593 0 OLD DOMINION FREIGHT LINE IN COM 679580100 38302 265268 SH OTR 1 0 265268 0 PAYPAL HLDGS INC COM 70450Y103 10761 103627 SH OTR 1 0 103627 0 PERSPECTA INC COM 715347100 21428 1059736 SH OTR 1 0 1059736 0 PIONEER NAT RES CO COM 723787107 5540 36377 SH OTR 1 0 36377 0 REGIONS FINL CORP NEW COM 7591EP100 54103 3823556 SH OTR 1 0 3823556 0 ROCKWELL AUTOMATION INC COM 773903109 11023 62823 SH OTR 1 0 62823 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4000 63909 SH OTR 1 0 63909 0 S&P GLOBAL INC COM 78409V104 20636 98012 SH OTR 1 0 98012 0 SHERWIN WILLIAMS CO COM 824348106 35550 82538 SH OTR 1 0 82538 0 SUNTRUST BKS INC COM 867914103 77603 1309765 SH OTR 1 0 1309765 0 SYNEOS HEALTH INC CL A 87166B102 1982 38293 SH OTR 1 0 38293 0 TEXAS INSTRS INC COM 882508104 29549 278581 SH OTR 1 0 278581 0 UNIVERSAL HLTH SVCS INC CL B 913903100 28818 215426 SH OTR 1 0 215426 0 WESTERN ALLIANCE BANCORP COM 957638109 2971 72381 SH OTR 1 0 72381 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 20235 233172 SH OTR 1 0 233172 0 WPX ENERGY INC COM 98212B103 4636 353650 SH OTR 1 0 353650 0