0001104883-22-000003.txt : 20220513
0001104883-22-000003.hdr.sgml : 20220513
20220513132647
ACCESSION NUMBER: 0001104883-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
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: 22921577
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
false
false
0001104883
XXXXXXXX
03-31-2022
03-31-2022
SIRIOS CAPITAL MANAGEMENT L P
ONE INTERNATIONAL PLACE
BOSTON
MA
02110-2649
13F HOLDINGS REPORT
028-05369
N
John F. Brennan, Jr.
Managing Director of Sirios Capital Management LP
617-598-5100
/s/ John F. Brennan, Jr.
Boston
MA
05-13-2022
0
57
741584
false
INFORMATION TABLE
2
sirios_20220331.xml
ABBOTT LABS
COM
002824100
9835
83096
SH
OTR
1
0
83096
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
3586
7871
SH
OTR
1
0
7871
0
AGILON HEALTH INC
COM
00857U107
1827
72053
SH
OTR
1
0
72053
0
ALCON AG (NYS)
COM
H01301128
46480
585903
SH
OTR
1
0
585903
0
ALLISON TRANSMISSION HLDGS I
COM
01973R101
10781
274614
SH
OTR
1
0
274614
0
ALPHABET INC
CAP STK CL A
02079K305
9251
3326
SH
OTR
1
0
3326
0
ANALOG DEVICES INC
COM
032654105
25967
157207
SH
OTR
1
0
157207
0
ANTERIX INC
COM
03676C100
6375
110100
SH
OTR
1
0
110100
0
BAKER HUGHES COMPANY
CL A
05722G100
5587
153452
SH
OTR
1
0
153452
0
BOSTON SCIENTIFIC CORP
COM
101137107
14465
326593
SH
OTR
1
0
326593
0
BUNGE LIMITED
COM
G16962105
2566
23161
SH
OTR
1
0
23161
0
CARNIVAL CORP
PUBLIC STOCK
143658300
25384
1255411
SH
OTR
1
0
1255411
0
COGNYTE SOFTWARE LTD
ORD SHS
M25133105
1387
122648
SH
OTR
1
0
122648
0
COMERICA INC
COM
200340107
1979
21886
SH
OTR
1
0
21886
0
CONSTELLATION BRANDS INC
CL A
21036P108
20706
89899
SH
OTR
1
0
89899
0
CROWN HLDGS INC
COM
228368106
1197
9569
SH
OTR
1
0
9569
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
1663
9854
SH
OTR
1
0
9854
0
DANAHER CORPORATION
COM
235851102
23214
79141
SH
OTR
1
0
79141
0
D R HORTON INC
COM
23331A109
13644
183117
SH
OTR
1
0
183117
0
DROPBOX INC
CL A
26210C104
4925
211820
SH
OTR
1
0
211820
0
EATON CORP PLC
SHS
G29183103
6838
45056
SH
OTR
1
0
45056
0
HALLIBURTON CO
COM
406216101
5825
153819
SH
OTR
1
0
153819
0
IRONSOURCE LTD
CL A ORD SHS
M5R75Y101
872
181622
SH
OTR
1
0
181622
0
JANUS HENDERSON GROUP PLC
ORD SHS
G4474Y214
1027
29316
SH
OTR
1
0
29316
0
JOHNSON CTLS INTL PLC
SHS
G51502105
28898
440721
SH
OTR
1
0
440721
0
KEYCORP
COM
493267108
7880
352106
SH
OTR
1
0
352106
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
9233
58450
SH
OTR
1
0
58450
0
LILLY ELI & CO
COM
532457108
15982
55810
SH
OTR
1
0
55810
0
LPL FINL HLDGS INC
COM
50212V100
10877
59542
SH
OTR
1
0
59542
0
MARVELL TECHNOLOGY INC
COM
573874104
15441
215324
SH
OTR
1
0
215324
0
MASTEC INC
COM
576323109
1618
18571
SH
OTR
1
0
18571
0
MEDTRONIC PLC
SHS
G5960L103
4389
39559
SH
OTR
1
0
39559
0
MICROSOFT CORP
COM
594918104
19282
62542
SH
OTR
1
0
62542
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
8302
27795
SH
OTR
1
0
27795
0
ON24 INC
COM
68339B104
1501
114127
SH
OTR
1
0
114127
0
OPTION CARE HEALTH INC
COM NEW
68404L201
4490
157196
SH
OTR
1
0
157196
0
PACCAR INC
COM
693718108
19535
221816
SH
OTR
1
0
221816
0
PAYPAL HLDGS INC
COM
70450Y103
8272
71526
SH
OTR
1
0
71526
0
PFIZER INC
COM
717081103
17992
347538
SH
OTR
1
0
347538
0
PORTILLOS INC
COM CL A
73642K106
14446
588204
SH
OTR
1
0
588204
0
POTLATCHDELTIC CORPORATION
COM
737630103
1146
21738
SH
OTR
1
0
21738
0
PTC INC
COM
69370C100
2078
19293
SH
OTR
1
0
19293
0
QUALCOMM INC
COM
747525103
36861
241203
SH
OTR
1
0
241203
0
REGIONS FINANCIAL CORP NEW
COM
7591EP100
24277
1090631
SH
OTR
1
0
1090631
0
ROPER TECHNOLOGIES INC
COM
776696106
24531
51947
SH
OTR
1
0
51947
0
SABRE CORP
COM
78573M104
2152
188293
SH
OTR
1
0
188293
0
SCHLUMBERGER LTD
COM STK
806857108
15617
378039
SH
OTR
1
0
378039
0
SEALED AIR CORP NEW
COM
81211K100
1506
22493
SH
OTR
1
0
22493
0
SHERWIN WILLIAMS CO
COM
824348106
3539
14176
SH
OTR
1
0
14176
0
SOUTHWEST AIRLS CO
COM
844741108
31479
687318
SH
OTR
1
0
687318
0
S&P GLOBAL INC
COM
78409V104
80367
195931
SH
OTR
1
0
195931
0
SPLUNK INC
COM
848637104
2821
18983
SH
OTR
1
0
18983
0
T-MOBILE US INC
COM
872590104
14021
109241
SH
OTR
1
0
109241
0
VERRA MOBILITY CORP
COM
92511U102
2297
141083
SH
OTR
1
0
141083
0
WASTE CONNECTIONS INC
COM
94106B101
9984
71469
SH
OTR
1
0
71469
0
WELLS FARGO CO NEW
COM
949746101
40137
828248
SH
OTR
1
0
828248
0
WILLIAMS SONOMA INC
COM
969904101
25087
173017
SH
OTR
1
0
173017
0