0001172661-14-001074.txt : 20140515 0001172661-14-001074.hdr.sgml : 20140515 20140515092708 ACCESSION NUMBER: 0001172661-14-001074 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14844182 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 true false 0001104883 XXXXXXXX 03-31-2014 03-31-2014 false SIRIOS CAPITAL MANAGEMENT L P

One International Place Boston MA 02110-2649

13F COMBINATION REPORT 028-05369 0001390777 028-12592 Bank of New York Mellon Corp N Sirios Associates, L.L.C. 617-598-5100 John F. Brennan, Jr. Boston MA 05-15-2014 1 40 2641573 1 0001104884 028-05371 BRENNAN JOHN F JR INFORMATION TABLE 2 infotable.xml ACUITY BRANDS INC COM 00508Y102 58538 466535 SH OTR 1 0 466535 0 AUTONATION INC COM 05329W102 121290 2714705 SH OTR 1 0 2714705 0 BANK OF AMERICA CORPORATION COM 060505104 121976 11779570 SH OTR 1 0 11779570 0 CARNIVAL CORP PAIRED CTF 143658300 61798 2043540 SH OTR 1 0 2043540 0 CBRE GROUP INC CL A 12504L109 25382 1124516 SH OTR 1 0 1124516 0 CBS CORP NEW CL B 124857202 26887 515720 SH OTR 1 0 515720 0 COLONY FINL INC COM 19624R106 55918 3420989 SH OTR 1 0 3420989 0 COMERICA INC COM 200340107 75276 1771789 SH OTR 1 0 1771789 0 CONSTELLATION BRANDS INC CL A 21036P108 139253 1799978 SH OTR 1 0 1799978 0 DISH NETWORK CORP CL A 25470M109 139178 2545165 SH OTR 1 0 2545165 0 GILEAD SCIENCES INC COM 375558103 74054 1198017 SH OTR 1 0 1198017 0 GOOGLE INC CL A 38259P508 43870 39325 SH OTR 1 0 39325 0 HANMI FINL CORP COM NEW 410495204 20454 877853 SH OTR 1 0 877853 0 HUBBELL INC CL B 443510201 46851 412148 SH OTR 1 0 412148 0 ICICI BK LTD ADR 45104G104 21164 483200 SH OTR 1 0 483200 0 JPMORGAN CHASE & CO COM 46625H100 111833 2133591 SH OTR 1 0 2133591 0 KANSAS CITY SOUTHERN COM NEW 485170302 53976 568628 SH OTR 1 0 568628 0 KEYCORP NEW COM 493267108 26166 4570524 SH OTR 1 0 4570524 0 MOHAWK INDS INC COM 608190104 112553 881651 SH OTR 1 0 881651 0 NORTHSTAR RLTY FIN CORP COM 66704R100 41321 4829103 SH OTR 1 0 4829103 0 OLD DOMINION FGHT LINES INC COM 679580100 66351 1344016 SH OTR 1 0 1344016 0 PRECISION CASTPARTS CORP COM 740189105 104833 426488 SH OTR 1 0 426488 0 REALOGY HLDGS CORP COM 75605Y106 109579 3022078 SH OTR 1 0 3022078 0 REGIONS FINL CORP NEW COM 7591EP100 25368 2283355 SH OTR 1 0 2283355 0 SERVICE CORP INTL COM 817565104 26717 1693948 SH OTR 1 0 1693948 0 SHERWIN WILLIAMS CO COM 824348106 86858 455537 SH OTR 1 0 455537 0 SIGNATURE BK NEW YORK N Y COM 82669G104 82532 697966 SH OTR 1 0 697966 0 SVB FINL GROUP COM 78486Q101 16132 125267 SH OTR 1 0 125267 0 TATA MTRS LTD SPONSORED ADR 876568502 13204 372900 SH OTR 1 0 372900 0 TIME WARNER INC COM NEW 887317303 115256 2007535 SH OTR 1 0 2007535 0 T-MOBILE US INC COM 872590104 119050 4710030 SH OTR 1 0 4710030 0 TRIMBLE NAVIGATION LTD COM 896239100 29328 856431 SH OTR 1 0 856431 0 UNION PAC CORP COM 907818108 39476 218688 SH OTR 1 0 218688 0 UNIVERSAL HLTH SVCS INC CL B 913903100 20929 284387 SH OTR 1 0 284387 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 65203 521945 SH OTR 1 0 521945 0 VERIZON COMMUNICATIONS INC COM 92343V104 97625 2476508 SH OTR 1 0 2476508 0 VIACOM INC NEW CL B 92553P201 69659 895221 SH OTR 1 0 895221 0 VISA INC COM CL A 92826C839 61603 293705 SH OTR 1 0 293705 0 WESTERN ALLIANCE BANCORP COM 957638109 11662 474053 SH OTR 1 0 474053 0 WHIRLPOOL CORP COM 963320106 102470 717224 SH OTR 1 0 717224 0