0001172661-17-001487.txt : 20170807 0001172661-17-001487.hdr.sgml : 20170807 20170807161718 ACCESSION NUMBER: 0001172661-17-001487 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170807 DATE AS OF CHANGE: 20170807 EFFECTIVENESS DATE: 20170807 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: 171011688 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 06-30-2017 06-30-2017 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 08-07-2017 1 52 2013523 1 0001104884 028-05371 BRENNAN JOHN F JR
INFORMATION TABLE 2 infotable.xml AFFILIATED MANAGERS GROUP COM 008252108 66737 402375 SH OTR 1 0 395810 6565 BANK AMER CORP COM 060505104 140032 5772148 SH OTR 1 0 5697347 74801 BANK OF THE OZARKS INC COM 063904106 25504 544148 SH OTR 1 0 535360 8788 BARD C R INC COM 067383109 71393 225848 SH OTR 1 0 222197 3651 BECTON DICKINSON & CO COM 075887109 123965 635356 SH OTR 1 0 625100 10256 BERKSHIRE HATHAWAY INC DEL CL A 084670108 15027 59 SH OTR 1 0 59 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9200 54319 SH OTR 1 0 52048 2271 BOSTON SCIENTIFIC CORP COM 101137107 11100 400441 SH OTR 1 0 394378 6063 CARMAX INC COM 143130102 40072 635456 SH OTR 1 0 625147 10309 CHEMOURS CO COM 163851108 37430 987066 SH OTR 1 0 970902 16164 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 69682 1049426 SH OTR 1 0 1032371 17055 CONOCOPHILLIPS COM 20825C104 13445 305843 SH OTR 1 0 300821 5022 CONSTELLATION BRANDS INC CL A 21036P108 63139 325912 SH OTR 1 0 320699 5213 CONVERGYS CORP COM 212485106 11677 491056 SH OTR 1 0 483151 7905 CSRA INC COM 12650T104 4635 145978 SH OTR 1 0 143599 2379 CSX CORP COM 126408103 4209 77127 SH OTR 1 0 75939 1188 D R HORTON INC COM 23331A109 36744 1062897 SH OTR 1 0 1045648 17249 DISH NETWORK CORP CL A 25470M109 24565 391418 SH OTR 1 0 385021 6397 DUNKIN BRANDS GROUP INC COM 265504100 17178 311658 SH OTR 1 0 306534 5124 FEDEX CORP COM 31428X106 113992 524512 SH OTR 1 0 516046 8466 HALLIBURTON CO COM 406216101 23954 560846 SH OTR 1 0 552875 7971 HOME DEPOT INC COM 437076102 22473 146499 SH OTR 1 0 144121 2378 INTERCONTINENTAL EXCHANGE IN COM 45866F104 18480 280346 SH OTR 1 0 275724 4622 JPMORGAN CHASE & CO COM 46625H100 105220 1151203 SH OTR 1 0 1132439 18764 JUNIPER NETWORKS INC COM 48203R104 47051 1687611 SH OTR 1 0 1660164 27447 KAR AUCTION SVCS INC COM 48238T109 17724 422319 SH OTR 1 0 415480 6839 LAUDER ESTEE COS INC CL A 518439104 19562 203816 SH OTR 1 0 200801 3015 MCDONALDS CORP COM 580135101 23674 154572 SH OTR 1 0 152027 2545 MEDIDATA SOLUTIONS INC COM 58471A105 2952 37755 SH OTR 1 0 37755 0 NABORS INDUSTRIES LTD SHS G6359F103 32844 4034937 SH OTR 1 0 3969721 65216 NETAPP INC COM 64110D104 90743 2265744 SH OTR 1 0 2228834 36910 NEVRO CORP COM 64157F103 708 9507 SH OTR 1 0 9507 0 NUANCE COMMUNICATIONS INC COM 67020Y100 66717 3832085 SH OTR 1 0 3770157 61928 OM ASSET MGMT PLC SHS G67506108 23708 1595397 SH OTR 1 0 1569539 25858 ORACLE CORP COM 68389X105 18670 372357 SH OTR 1 0 366353 6004 PALO ALTO NETWORKS INC COM 697435105 40567 303170 SH OTR 1 0 298280 4890 PARSLEY ENERGY INC CL A 701877102 7150 257663 SH OTR 1 0 253477 4186 PPG INDS INC COM 693506107 36740 334114 SH OTR 1 0 328722 5392 PRECISION DRILLING CORP COM 2010 74022D308 732 214670 SH OTR 1 0 214670 0 PTC INC COM 69370C100 19807 359352 SH OTR 1 0 353414 5938 REGIONS FINL CORP NEW COM 7591EP100 2378 162460 SH OTR 1 0 159837 2623 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 33142 485175 SH OTR 1 0 477336 7839 SELECT MED HLDGS CORP COM 81619Q105 3180 207148 SH OTR 1 0 207148 0 SHERWIN WILLIAMS CO COM 824348106 179185 510559 SH OTR 1 0 502312 8247 TIME WARNER INC COM NEW 887317303 12061 120120 SH OTR 1 0 118182 1938 UNION PAC CORP COM 907818108 41768 383504 SH OTR 1 0 377274 6230 UNIVERSAL HLTH SVCS INC CL B 913903100 59481 487226 SH OTR 1 0 479319 7907 VEON LTD SPONSORED ADR 91822M106 50571 12933792 SH OTR 1 0 12723885 209907 VERINT SYS INC COM 92343X100 25362 623128 SH OTR 1 0 612973 10155 WESTERN ALLIANCE BANCORP COM 957638109 12736 258846 SH OTR 1 0 254793 4053 WESTERN DIGITAL CORP COM 958102105 68489 773014 SH OTR 1 0 760466 12548 WORLD WRESTLING ENTMT INC CL A 98156Q108 5968 293015 SH OTR 1 0 288393 4622