0001172661-17-001948.txt : 20171113 0001172661-17-001948.hdr.sgml : 20171113 20171113163737 ACCESSION NUMBER: 0001172661-17-001948 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171196500 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 09-30-2017 09-30-2017 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 11-13-2017 1 45 1909371 1 0001104884 028-05371 BRENNAN JOHN F JR
INFORMATION TABLE 2 infotable.xml AFFILIATED MANAGERS GROUP COM 008252108 43238 227770 SH OTR 1 0 224744 3026 BANK AMER CORP COM 060505104 63965 2524260 SH OTR 1 0 2487125 37135 BANK OF THE OZARKS COM 063904106 16462 342590 SH OTR 1 0 337563 5027 BARD C R INC COM 067383109 76421 238445 SH OTR 1 0 234934 3511 BECTON DICKINSON & CO COM 075887109 154122 786542 SH OTR 1 0 774993 11549 BERKSHIRE HATHAWAY INC DEL CL A 084670108 40387 147 SH OTR 1 0 147 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23682 129184 SH OTR 1 0 124040 5144 BLUE BUFFALO PET PRODS INC COM 09531U102 4359 153774 SH OTR 1 0 153774 0 BOSTON SCIENTIFIC CORP COM 101137107 55314 1896262 SH OTR 1 0 1868558 27704 CARMAX INC COM 143130102 50793 669994 SH OTR 1 0 660062 9932 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 41164 567471 SH OTR 1 0 559168 8303 CONOCOPHILLIPS COM 20825C104 7192 143691 SH OTR 1 0 141593 2098 CONSOLIDATED COMM HLDGS INC COM 209034107 5292 277344 SH OTR 1 0 273269 4075 CONSTELLATION BRANDS INC CL A 21036P108 56954 285559 SH OTR 1 0 281372 4187 CONVERGYS CORP COM 212485106 13406 517827 SH OTR 1 0 510225 7602 CSX CORP COM 126408103 27988 515820 SH OTR 1 0 508271 7549 D R HORTON INC COM 23331A109 44735 1120329 SH OTR 1 0 1103740 16589 DISH NETWORK CORP CL A 25470M109 42718 787708 SH OTR 1 0 776133 11575 DST SYS INC DEL COM 233326107 10448 190375 SH OTR 1 0 187582 2793 FEDEX CORP COM 31428X106 132901 589149 SH OTR 1 0 581000 8149 HALLIBURTON CO COM 406216101 25473 553401 SH OTR 1 0 545735 7666 HOME DEPOT INC COM 437076102 13702 83774 SH OTR 1 0 82547 1227 JPMORGAN CHASE & CO COM 46625H100 48374 506482 SH OTR 1 0 499454 7028 JUNIPER NETWORKS INC COM 48203R104 51575 1853223 SH OTR 1 0 1826102 27121 KAR AUCTION SVCS INC COM 48238T109 29008 607607 SH OTR 1 0 598708 8899 LAUDER ESTEE COS INC CL A 518439104 21185 196451 SH OTR 1 0 193667 2784 MCDONALDS CORP COM 580135101 25543 163023 SH OTR 1 0 160576 2447 MEDIDATA SOLUTIONS INC COM 58471A105 3987 51077 SH OTR 1 0 51077 0 NABORS INDUSTRIES LTD SHS G6359F103 18542 2297663 SH OTR 1 0 2264020 33643 NETAPP INC COM 64110D104 102426 2340642 SH OTR 1 0 2306383 34259 NUANCE COMMUNICATIONS INC COM 67020Y100 78838 5015098 SH OTR 1 0 4941481 73617 OM ASSET MGMT PLC SHS G67506108 25859 1733176 SH OTR 1 0 1708307 24869 PALO ALTO NETWORKS INC COM 697435105 48155 334181 SH OTR 1 0 329288 4893 PITNEY BOWES INC COM 724479100 45044 3215122 SH OTR 1 0 3168052 47070 PPG INDS INC COM 693506107 25769 237147 SH OTR 1 0 233667 3480 PRECISION DRILLING CORP COM 2010 74022D308 734 235559 SH OTR 1 0 235559 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6592 108813 SH OTR 1 0 108813 0 SELECT MED HLDGS CORP COM 81619Q105 5322 277206 SH OTR 1 0 277206 0 SHERWIN WILLIAMS CO COM 824348106 192807 538506 SH OTR 1 0 530608 7898 UNION PAC CORP COM 907818108 56321 485652 SH OTR 1 0 478524 7128 UNIVERSAL HLTH SVCS INC CL B 913903100 57280 516312 SH OTR 1 0 508707 7605 VEON LTD SPONSORED ADR 91822M106 60098 14377425 SH OTR 1 0 14166294 211131 VERINT SYS INC COM 92343X100 26729 638672 SH OTR 1 0 629359 9313 WESTERN ALLIANCE BANCORP COM 957638109 14343 270211 SH OTR 1 0 266411 3800 WORLD WRESTLING ENTMT INC CL A 98156Q108 14124 599734 SH OTR 1 0 590965 8769