0001104883-19-000007.txt : 20191113 0001104883-19-000007.hdr.sgml : 20191113 20191113154726 ACCESSION NUMBER: 0001104883-19-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191113 DATE AS OF CHANGE: 20191113 EFFECTIVENESS DATE: 20191113 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: 191213638 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 09-30-2019 09-30-2019 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 11-13-2019 0 50 1517837 false INFORMATION TABLE 2 sirios_20190930.xml ABBOTT LABS COM 002824100 81738 976910 SH OTR 1 0 976910 0 AIR PRODS & CHEMS INC COM 009158106 670 3021 SH OTR 1 0 3021 0 AMPHENOL CORP NEW CL A 032095101 5114 52995 SH OTR 1 0 52995 0 BANK AMER CORP COM 060505104 8642 296272 SH OTR 1 0 296272 0 BECTON DICKINSON & CO COM 075887109 30673 121258 SH OTR 1 0 121258 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 85130 273 SH OTR 1 0 273 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43590 209550 SH OTR 1 0 209550 0 BJS WHSL CLUB HLDGS INC COM 05550J101 80611 3116004 SH OTR 1 0 3116004 0 BOSTON SCIENTIFIC CORP COM 101137107 43923 1079465 SH OTR 1 0 1079465 0 CATALENT INC COM 148806102 1078 22612 SH OTR 1 0 22612 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 18757 171298 SH OTR 1 0 171298 0 CHEWY INC CL A 16679L109 1416 57601 SH OTR 1 0 57601 0 CONOCOPHILLIPS COM 20825C104 4276 75038 SH OTR 1 0 75038 0 CONSTELLATION BRANDS INC CL A 21036P108 19339 93299 SH OTR 1 0 93299 0 CROWN HOLDINGS INC COM 228368106 12728 192676 SH OTR 1 0 192676 0 DANAHER CORPORATION COM 235851102 71140 492556 SH OTR 1 0 492556 0 ELANCO ANIMAL HEALTH INC COM 28414H103 93282 3508173 SH OTR 1 0 3508173 0 ELECTRONIC ARTS INC COM 285512109 42067 430050 SH OTR 1 0 430050 0 EQUIFAX INC COM 294429105 51989 369575 SH OTR 1 0 369575 0 FIRST SOLAR INC COM 336433107 574 9902 SH OTR 1 0 9902 0 FLAGSTAR BANCORP INC COM PAR .001 337930705 1324 35438 SH OTR 1 0 35438 0 GENERAL DYNAMICS CORP COM 369550108 33177 181562 SH OTR 1 0 181562 0 GENERAL MLS INC COM 370334104 17158 311280 SH OTR 1 0 311280 0 HONEYWELL INTL INC COM 438516106 4374 25855 SH OTR 1 0 25855 0 IAA INC COM 449253103 53386 1279306 SH OTR 1 0 1279306 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 31715 258498 SH OTR 1 0 258498 0 JPMORGAN CHASE & CO COM 46625H100 86352 733722 SH OTR 1 0 733722 0 KANSAS CITY SOUTHERN COM NEW 485170302 10050 75556 SH OTR 1 0 75556 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 80769 830529 SH OTR 1 0 830529 0 LOGMEIN INC COM 54142L109 5028 70852 SH OTR 1 0 70852 0 MOODYS CORP COM 615369105 9504 46402 SH OTR 1 0 46402 0 OLD DOMINION FREIGHT LINE IN COM 679580100 16618 97768 SH OTR 1 0 97768 0 PERSPECTA INC COM 715347100 17981 688364 SH OTR 1 0 688364 0 PRA HEALTH SCIENCES INC COM 69354M108 1208 12175 SH OTR 1 0 12175 0 PURE STORAGE INC CL A 74624M102 10599 625666 SH OTR 1 0 625666 0 QUALCOMM INC COM 747525103 5034 65991 SH OTR 1 0 65991 0 RAYTHEON CO COM NEW 755111507 42593 217102 SH OTR 1 0 217102 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3964 67359 SH OTR 1 0 67359 0 S&P GLOBAL INC COM 78409V104 9164 37406 SH OTR 1 0 37406 0 SHERWIN WILLIAMS CO COM 824348106 37698 68557 SH OTR 1 0 68557 0 SUNRUN INC COM 86771W105 1947 116550 SH OTR 1 0 116550 0 SUNTRUST BKS INC COM 867914103 80686 1172760 SH OTR 1 0 1172760 0 SYNEOS HEALTH INC CL A 87166B102 2509 47159 SH OTR 1 0 47159 0 TRADEWEB MKTS INC CL A 892672106 37726 1020156 SH OTR 1 0 1020156 0 UNION PACIFIC CORP COM 907818108 47491 293193 SH OTR 1 0 293193 0 UNIVERSAL HLTH SVCS INC CL B 913903100 56417 379274 SH OTR 1 0 379274 0 VARONIS SYS INC COM 922280102 14542 243262 SH OTR 1 0 243262 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 39191 550816 SH OTR 1 0 550816 0 ALCON INC ORD SHS COM H01301128 62869 1078555 SH OTR 1 0 1078555 0 SPDR TR UNIT SER 1 ETF 78462F103 26 89 SH OTR 1 0 89 0