0001172661-14-001442.txt : 20140814 0001172661-14-001442.hdr.sgml : 20140814 20140814093025 ACCESSION NUMBER: 0001172661-14-001442 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141039850 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 06-30-2014 06-30-2014 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 08-14-2014 1 46 2922000 1 0001104884 028-05371 BRENNAN JOHN F JR INFORMATION TABLE 2 infotable.xml ACUITY BRANDS INC COM 00508Y102 65812 476034 SH OTR 1 0 474794 1240 AUTONATION INC COM 05329W102 169264 2836187 SH OTR 1 0 2827829 8358 BANK OF AMERICA CORPORATION COM 060505104 212655 13835721 SH OTR 1 0 13805080 30641 CARNIVAL CORP PAIRED CTF 143658300 81588 2167014 SH OTR 1 0 2161497 5517 CATHAY GEN BANCORP COM 149150104 7538 294900 SH OTR 1 0 294900 0 CBRE GROUP INC CL A 12504L109 67224 2098116 SH OTR 1 0 2092672 5444 COLONY FINL INC COM 19624R106 90863 3913116 SH OTR 1 0 3903607 9509 COMERICA INC COM 200340107 96030 1914480 SH OTR 1 0 1908495 5985 CONSTELLATION BRANDS INC CL A 21036P108 189879 2154538 SH OTR 1 0 2148147 6391 DISH NETWORK CORP CL A 25470M109 96781 1487101 SH OTR 1 0 1482978 4123 DU PONT E I DE NEMOURS & CO COM 263534109 75025 1146473 SH OTR 1 0 1143485 2988 GILEAD SCIENCES INC COM 375558103 104050 1254970 SH OTR 1 0 1250994 3976 GOOGLE INC CL A 38259P508 23787 40684 SH OTR 1 0 40584 100 GOOGLE INC CL C 38259P706 23405 40684 SH OTR 1 0 40584 100 GREENBRIER COS INC COM 393657101 19464 337917 SH OTR 1 0 337037 880 HANMI FINL CORP COM NEW 410495204 18816 892593 SH OTR 1 0 892593 0 HUBBELL INC CL B 443510201 28218 229136 SH OTR 1 0 228526 610 ICICI BK LTD ADR 45104G104 18638 373508 SH OTR 1 0 373508 0 JPMORGAN CHASE & CO COM 46625H100 55325 960174 SH OTR 1 0 956540 3634 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 20057 1037608 SH OTR 1 0 1035108 2500 KANSAS CITY SOUTHERN COM NEW 485170302 84013 781447 SH OTR 1 0 779411 2036 KEYCORP NEW COM 493267108 94808 6616026 SH OTR 1 0 6598756 17270 LITHIA MTRS INC CL A 536797103 13914 147914 SH OTR 1 0 147914 0 MERCK & CO INC NEW COM 58933Y105 38453 664702 SH OTR 1 0 662965 1737 MOHAWK INDS INC COM 608190104 82066 593219 SH OTR 1 0 591619 1600 NORTHSTAR RLTY FIN CORP COM 66704R100 25226 1451427 SH OTR 1 0 1445427 6000 OLD DOMINION FGHT LINES INC COM 679580100 76850 1206810 SH OTR 1 0 1203708 3102 PENSKE AUTOMOTIVE GRP INC COM 70959W103 2567 51864 SH OTR 1 0 51729 135 PRECISION CASTPARTS CORP COM 740189105 112604 446132 SH OTR 1 0 444779 1353 QUALCOMM INC COM 747525103 8877 112078 SH OTR 1 0 112078 0 REGIONS FINL CORP NEW COM 7591EP100 24427 2300074 SH OTR 1 0 2300074 0 RUSH ENTERPRISES INC CL A 781846209 888 25600 SH OTR 1 0 25600 0 SERVICE CORP INTL COM 817565104 66919 3229690 SH OTR 1 0 3221790 7900 SIGNATURE BK NEW YORK N Y COM 82669G104 123982 982580 SH OTR 1 0 980020 2560 SVB FINL GROUP COM 78486Q101 14744 126425 SH OTR 1 0 126425 0 TATA MTRS LTD SPONSORED ADR 876568502 5550 142098 SH OTR 1 0 142098 0 TIME WARNER INC COM NEW 887317303 113972 1622377 SH OTR 1 0 1618092 4285 T-MOBILE US INC COM 872590104 91225 2713425 SH OTR 1 0 2706364 7061 UNION PAC CORP COM 907818108 81883 820885 SH OTR 1 0 818749 2136 UNIVERSAL HLTH SVCS INC CL B 913903100 28739 300110 SH OTR 1 0 299215 895 VALEANT PHARMACEUTICALS INTL COM 91911K102 119306 945972 SH OTR 1 0 943501 2471 VERIZON COMMUNICATIONS INC COM 92343V104 75749 1548101 SH OTR 1 0 1544066 4035 VIACOM INC NEW CL B 92553P201 80768 931258 SH OTR 1 0 928864 2394 VISA INC COM CL A 92826C839 7227 34296 SH OTR 1 0 34296 0 WESTERN ALLIANCE BANCORP COM 957638109 14996 630105 SH OTR 1 0 630105 0 WHIRLPOOL CORP COM 963320106 67828 487200 SH OTR 1 0 485878 1322