0001172661-15-000577.txt : 20150218 0001172661-15-000577.hdr.sgml : 20150216 20150217084003 ACCESSION NUMBER: 0001172661-15-000577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150217 EFFECTIVENESS DATE: 20150217 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: 15618124 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 12-31-2014 12-31-2014 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 John F. Brennan, Jr. 617-598-5100 /s/ John F. Brennan, Jr. Boston MA 02-17-2015 1 46 2751999 1 0001104884 028-05371 BRENNAN JOHN F JR INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 12361 188888 SH OTR 1 0 188888 0 ACTAVIS PLC SHS G0083B108 15396 59810 SH OTR 1 0 59810 0 ACUITY BRANDS INC COM 00508Y102 77933 556387 SH OTR 1 0 553890 2497 AFFILIATED MANAGERS GROUP COM 008252108 17216 81114 SH OTR 1 0 80984 130 BANK AMER CORP COM 060505104 184764 10327780 SH OTR 1 0 10296570 31210 BECTON DICKINSON & CO COM 075887109 117632 845303 SH OTR 1 0 842661 2642 CARNIVAL CORP PAIRED CTF 143658300 35401 780965 SH OTR 1 0 778456 2509 CATHAY GEN BANCORP COM 149150104 6546 255821 SH OTR 1 0 255821 0 CHOICE HOTELS INTL INC COM 169905106 8411 150135 SH OTR 1 0 150135 0 COLONY FINL INC COM 19624R106 56814 2385121 SH OTR 1 0 2377647 7474 COMERICA INC COM 200340107 90362 1929153 SH OTR 1 0 1920899 8254 CONSTELLATION BRANDS INC CL A 21036P108 214481 2184791 SH OTR 1 0 2176042 8749 DISH NETWORK CORP CL A 25470M109 138985 1906781 SH OTR 1 0 1900306 6475 GILEAD SCIENCES INC COM 375558103 98454 1044492 SH OTR 1 0 1041174 3318 GOOGLE INC CL A 38259P508 49653 93568 SH OTR 1 0 93258 310 HANMI FINL CORP COM NEW 410495204 16260 745537 SH OTR 1 0 745537 0 HCA HOLDINGS INC COM 40412C101 23679 322643 SH OTR 1 0 321637 1006 HDFC BANK LTD ADR REPS 3 SHS 40415F101 15153 298584 SH OTR 1 0 298584 0 HUNT J B TRANS SVCS INC COM 445658107 15107 179312 SH OTR 1 0 178749 563 ICICI BK LTD ADR 45104G104 18045 1562370 SH OTR 1 0 1562370 0 JPMORGAN CHASE & CO COM 46625H100 28316 452471 SH OTR 1 0 450744 1727 JPMORGAN CHASE & CO COM 46625H100 82133 1312443 SH Call OTR 1 0 1308371 4072 KANSAS CITY SOUTHERN COM NEW 485170302 17692 144982 SH OTR 1 0 144519 463 LAMAR ADVERTISING CO NEW CL A 512816109 47638 888107 SH OTR 1 0 885610 2497 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 7133 274438 SH OTR 1 0 274438 0 MERCK & CO INC NEW COM 58933Y105 49353 869051 SH OTR 1 0 866748 2303 NORTHSTAR RLTY FIN CORP COM NEW 66704R704 110160 6266184 SH OTR 1 0 6242851 23333 OLD DOMINION FGHT LINES INC COM 679580100 68760 885620 SH OTR 1 0 882153 3467 PENSKE AUTOMOTIVE GRP INC COM 70959W103 50328 1025646 SH OTR 1 0 1022093 3553 PRECISION CASTPARTS CORP COM 740189105 54003 224189 SH OTR 1 0 223468 721 RUSH ENTERPRISES INC CL A 781846209 10869 339131 SH OTR 1 0 339131 0 SAIA INC COM 78709Y105 39057 705516 SH OTR 1 0 702950 2566 SERVICE CORP INTL COM 817565104 37537 1653602 SH OTR 1 0 1648190 5412 SHERWIN WILLIAMS CO COM 824348106 53763 204391 SH OTR 1 0 203736 655 SIGNATURE BK NEW YORK N Y COM 82669G104 121968 968309 SH OTR 1 0 964910 3399 SVB FINL GROUP COM 78486Q101 17979 154899 SH OTR 1 0 154899 0 T MOBILE US INC COM 872590104 115173 4275155 SH OTR 1 0 4261542 13613 TATA MTRS LTD SPONSORED ADR 876568502 13617 322058 SH OTR 1 0 322058 0 TIME WARNER INC COM NEW 887317303 155369 1818883 SH OTR 1 0 1812853 6030 UNION PAC CORP COM 907818108 62165 521828 SH OTR 1 0 519676 2152 UNIVERSAL HLTH SVCS INC CL B 913903100 42753 384263 SH OTR 1 0 382715 1548 VALEANT PHARMACEUTICALS INTL COM 91911K102 119177 832762 SH OTR 1 0 829568 3194 VERIZON COMMUNICATIONS INC COM 92343V104 70478 1506589 SH OTR 1 0 1501784 4805 VIACOM INC NEW CL B 92553P201 86079 1143913 SH OTR 1 0 1140356 3557 WESTERN ALLIANCE BANCORP COM 957638109 14631 526294 SH OTR 1 0 526294 0 WHIRLPOOL CORP COM 963320106 63215 326287 SH OTR 1 0 325241 1046