0001104659-14-009978.txt : 20140214 0001104659-14-009978.hdr.sgml : 20140214 20140214060501 ACCESSION NUMBER: 0001104659-14-009978 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 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: 14609291 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 0001104883 XXXXXXXX 12-31-2013 12-31-2013 false Sirios Capital Management L P

One International Place Boston MA 02110-2649

13F HOLDINGS REPORT 028-05369 N Sirios Associates, L.L.C. 617-598-5100 /s/ John F. Brennan, Jr. Boston MA 02-14-2014 1 39 1291499 false 1 028-05371 John F. Brennan, Jr. INFORMATION TABLE 2 a14-5738_1informationtable.xml INFORMATION TABLE ACUITY BRANDS INC COM 00508Y102 35342 323289 SH OTR 1 0 323289 0 AMERICAN INTL GROUP INC COM 026874784 19447 380940 SH OTR 1 0 380940 0 AUTODESK INC COM 052769106 6021 119660 SH OTR 1 0 119660 0 AUTONATION INC COM 05329W102 59134 1190060 SH OTR 1 0 1190060 0 BANK OF AMERICA CORPORATION COM 060505104 86729 5570250 SH OTR 1 0 5570250 0 CARNIVAL CORP COM 143658300 21195 527640 SH OTR 1 0 527640 0 CBS CORP NEW COM 124857202 50562 793256 SH OTR 1 0 793256 0 COMERICA INC COM 200340107 40342 848581 SH OTR 1 0 848581 0 CONSTELLATION BRANDS INC COM 21036P108 34425 489126 SH OTR 1 0 489126 0 DISH NETWORK CORP COM 25470M109 76274 1316880 SH OTR 1 0 1316880 0 FIRST BUSEY CORP COM 319383105 546 94161 SH OTR 1 0 94161 0 GILEAD SCIENCES INC COM 375558103 40142 534510 SH OTR 1 0 534510 0 GOOGLE INC COM 38259P508 19915 17770 SH OTR 1 0 17770 0 HANMI FINL CORP COM 410495204 8879 405627 SH OTR 1 0 405627 0 JPMORGAN CHASE & CO COM 46625H100 30575 522830 SH OTR 1 0 522830 0 JPMORGAN CHASE & CO WTS 46634E114 8112 418366 SH Call OTR 1 0 418366 0 KEYCORP NEW COM 493267108 25945 1933330 SH OTR 1 0 1933330 0 MCGRAW HILL FINL INC COM 580645109 9194 117570 SH OTR 1 0 117570 0 MOHAWK INDS INC COM 608190104 64237 431410 SH OTR 1 0 431410 0 NORTHSTAR RLTY FIN CORP COM 66704R100 61163 4547436 SH OTR 1 0 4547436 0 OLD DOMINION FGHT LINES INC COM 679580100 38107 718738 SH OTR 1 0 718738 0 PRECISION CASTPARTS CORP COM 740189105 52471 194842 SH OTR 1 0 194842 0 PRICELINE COM INC COM 741503403 18691 16080 SH OTR 1 0 16080 0 REALOGY HLDGS CORP COM 75605Y106 85434 1726993 SH OTR 1 0 1726993 0 REGIONS FINL CORP NEW COM 7591EP100 12162 1229700 SH OTR 1 0 1229700 0 SHERWIN WILLIAMS CO COM 824348106 32922 179409 SH OTR 1 0 179409 0 SIGNATURE BK NEW YORK N Y COM 82669G104 42577 396356 SH OTR 1 0 396356 0 STEELCASE INC COM 858155203 10196 642856 SH OTR 1 0 642856 0 SVB FINL GROUP COM 78486Q101 6023 57440 SH OTR 1 0 57440 0 T-MOBILE US INC COM 872590104 72654 2159755 SH OTR 1 0 2159755 0 TATA MTRS LTD COM 876568502 4937 160300 SH OTR 1 0 160300 0 TIME WARNER INC COM 887317303 44203 634013 SH OTR 1 0 634013 0 TJX COS INC NEW COM 872540109 9559 150000 SH OTR 1 0 150000 0 UNION PAC CORP COM 907818108 13228 78740 SH OTR 1 0 78740 0 UNIVERSAL HLTH SVCS INC COM 913903100 10591 130333 SH OTR 1 0 130333 0 VIACOM INC NEW COM 92553P201 17215 197100 SH OTR 1 0 197100 0 VISA INC COM 92826C839 53610 240750 SH OTR 1 0 240750 0 WESTERN ALLIANCE BANCORP COM 957638109 5323 223086 SH OTR 1 0 223086 0 WHIRLPOOL CORP COM 963320106 63417 404289 SH OTR 1 0 404289 0