0001172661-15-001578.txt : 20150814 0001172661-15-001578.hdr.sgml : 20150814 20150814085733 ACCESSION NUMBER: 0001172661-15-001578 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151052724 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 06-30-2015 06-30-2015 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. Managing Director 617-598-5100 /s/ John F. Brennan, Jr. Boston MA 08-14-2015 1 53 3028072 1 0001104884 028-05371 BRENNAN JOHN F JR
INFORMATION TABLE 2 infotable.xml ACUITY BRANDS INC COM 00508Y102 18009 100063 SH OTR 1 0 99666 397 ALLERGAN PLC SHS G0177J108 96786 318942 SH OTR 1 0 317736 1206 BAIDU INC SPON ADR REP A 056752108 13057 65586 SH OTR 1 0 65586 0 BANK AMER CORP COM 060505104 165195 9705914 SH OTR 1 0 9665118 40796 BANK OF THE OZARKS INC COM 063904106 56883 1243351 SH OTR 1 0 1238710 4641 BECTON DICKINSON & CO COM 075887109 35708 252088 SH OTR 1 0 251074 1014 CARNIVAL CORP PAIRED CTF 143658300 140598 2846680 SH OTR 1 0 2835613 11067 CITRIX SYS INC COM 177376100 38714 551794 SH OTR 1 0 549583 2211 COLONY CAP INC CL A 19624R106 38362 1693695 SH OTR 1 0 1686572 7123 COMMVAULT SYSTEMS INC COM 204166102 35326 832973 SH OTR 1 0 829638 3335 COMPUTER SCIENCES CORP COM 205363104 39846 607046 SH OTR 1 0 604615 2431 CONMED CORP COM 207410101 7698 132107 SH OTR 1 0 132107 0 CONSTELLATION BRANDS INC CL A 21036P108 195275 1683115 SH OTR 1 0 1676042 7073 DISH NETWORK CORP CL A 25470M109 135739 2004705 SH OTR 1 0 1994906 9799 DOLLAR TREE INC COM 256746108 87562 1108523 SH OTR 1 0 1104173 4350 E M C CORP MASS COM 268648102 90396 3425381 SH OTR 1 0 3411829 13552 EDWARDS LIFESCIENCES CORP COM 28176E108 2849 20000 SH OTR 1 0 20000 0 ENDO INTL PLC SHS G30401106 31939 400990 SH OTR 1 0 399591 1399 FEDEX CORP COM 31428X106 103116 605143 SH OTR 1 0 602727 2416 GILEAD SCIENCES INC COM 375558103 40749 348048 SH OTR 1 0 346325 1723 GOOGLE INC CL A 38259P508 68277 126430 SH OTR 1 0 125925 505 HCA HOLDINGS INC COM 40412C101 54140 596784 SH OTR 1 0 594401 2383 HDFC BANK LTD ADR REPS 3 SHS 40415F101 22852 377537 SH OTR 1 0 377537 0 HFF INC CL A 40418F108 5847 140114 SH OTR 1 0 140114 0 ICICI BK LTD ADR 45104G104 15188 1457550 SH OTR 1 0 1457550 0 JPMORGAN CHASE & CO COM 46625H100 31105 459051 SH OTR 1 0 456518 2533 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 51012 2061097 SH OTR 1 0 2054029 7068 KEYCORP NEW COM 493267108 32465 2161467 SH OTR 1 0 2154633 6834 LAMAR ADVERTISING CO NEW CL A 512816109 53993 939339 SH OTR 1 0 935538 3801 MERCK & CO INC NEW COM 58933Y105 13527 237607 SH OTR 1 0 237607 0 MONSANTO CO NEW COM 61166W101 80936 759325 SH OTR 1 0 756285 3040 NORTHSTAR RLTY FIN CORP COM NEW 66704R704 135916 8548179 SH OTR 1 0 8510943 37236 OLD DOMINION FGHT LINES INC COM 679580100 78251 1140601 SH OTR 1 0 1136034 4567 OM ASSET MGMT PLC SHS G67506108 10154 570793 SH OTR 1 0 570067 726 PRECISION CASTPARTS CORP COM 740189105 35490 177567 SH OTR 1 0 176857 710 PTC INC COM 69370C100 18191 443475 SH OTR 1 0 441714 1761 RADWARE LTD ORD M81873107 17016 766467 SH OTR 1 0 763393 3074 REALOGY HLDGS CORP COM 75605Y106 73792 1579443 SH OTR 1 0 1573114 6329 REGIONS FINL CORP NEW COM 7591EP100 47576 4592300 SH OTR 1 0 4577922 14378 RUCKUS WIRELESS INC COM 781220108 16904 1634836 SH OTR 1 0 1628307 6529 SAIA INC COM 78709Y105 23771 605011 SH OTR 1 0 602585 2426 SHERWIN WILLIAMS CO COM 824348106 69319 252049 SH OTR 1 0 251042 1007 SIGNATURE BK NEW YORK N Y COM 82669G104 110839 757152 SH OTR 1 0 754095 3057 SIRIUS XM HLDGS INC COM 82968B103 31650 8485136 SH OTR 1 0 8451296 33840 SMUCKER J M CO COM NEW 832696405 58512 539732 SH OTR 1 0 537573 2159 ST JUDE MED INC COM 790849103 7184 98312 SH OTR 1 0 98312 0 SVB FINL GROUP COM 78486Q101 19814 137619 SH OTR 1 0 137619 0 SYMANTEC CORP COM 871503108 35451 1524766 SH OTR 1 0 1518667 6099 T MOBILE US INC COM 872590104 136710 3526179 SH OTR 1 0 3511562 14617 TIME WARNER INC COM NEW 887317303 159137 1820578 SH OTR 1 0 1812244 8334 UNIVERSAL HLTH SVCS INC CL B 913903100 61012 429362 SH OTR 1 0 427110 2252 VALEANT PHARMACEUTICALS INTL COM 91911K102 62453 281128 SH OTR 1 0 279950 1178 WESTERN ALLIANCE BANCORP COM 957638109 15781 467432 SH OTR 1 0 467432 0