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. 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