0001104883-22-000007.txt : 20221114 0001104883-22-000007.hdr.sgml : 20221114 20221114134048 ACCESSION NUMBER: 0001104883-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221383432 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 09-30-2022 09-30-2022 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 11-14-2022 0 56 539810 false INFORMATION TABLE 2 sirios_20220930.xml ABBOTT LABS COM 002824100 22019 227564 SH OTR 1 0 227564 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 18509 67256 SH OTR 1 0 67256 0 AGILON HEALTH INC COM 00857U107 1597 68196 SH OTR 1 0 68196 0 ALCON AG (NYS) COM H01301128 34310 589717 SH OTR 1 0 589717 0 ALPHABET INC CAP STK CL A 02079K305 12672 132486 SH OTR 1 0 132486 0 AMERICAN EXPRESS CO COM 025816109 21770 161367 SH OTR 1 0 161367 0 ANALOG DEVICES INC COM 032654105 23502 168664 SH OTR 1 0 168664 0 ANTERIX INC COM 03676C100 1617 45276 SH OTR 1 0 45276 0 BIOGEN INC COM 09062X103 2619 9809 SH OTR 1 0 9809 0 BOSTON SCIENTIFIC CORP COM 101137107 21057 543691 SH OTR 1 0 543691 0 BUNGE LIMITED COM G16962105 552 6690 SH OTR 1 0 6690 0 COMERICA INC COM 200340107 2525 35517 SH OTR 1 0 35517 0 CONSTELLATION BRANDS INC CL A 21036P108 14645 63763 SH OTR 1 0 63763 0 CYBERARK SOFTWARE LTD SHS M2682V108 1700 11339 SH OTR 1 0 11339 0 DANAHER CORPORATION COM 235851102 14636 56665 SH OTR 1 0 56665 0 DROPBOX INC CL A 26210C104 716 34552 SH OTR 1 0 34552 0 EATON CORP PLC SHS G29183103 11357 85157 SH OTR 1 0 85157 0 GOLAR LNG LTD SHS G9456A100 4654 186745 SH OTR 1 0 186745 0 GRAPHIC PACKAGING HLDG CO COM 388689101 1082 54802 SH OTR 1 0 54802 0 HALLIBURTON CO COM 406216101 4399 178686 SH OTR 1 0 178686 0 HESS CORP COM 42809H107 7170 65790 SH OTR 1 0 65790 0 JOHNSON CTLS INTL PLC SHS G51502105 13811 280589 SH OTR 1 0 280589 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 10969 69707 SH OTR 1 0 69707 0 LANTHEUS HLDGS INC COM 516544103 3975 56519 SH OTR 1 0 56519 0 LILLY ELI & CO COM 532457108 16124 49864 SH OTR 1 0 49864 0 LPL FINL HLDGS INC COM 50212V100 21590 98820 SH OTR 1 0 98820 0 MASTEC INC COM 576323109 1116 17577 SH OTR 1 0 17577 0 MEDTRONIC PLC SHS G5960L103 3613 44741 SH OTR 1 0 44741 0 MICROSOFT CORP COM 594918104 7326 31455 SH OTR 1 0 31455 0 NEXTERA ENERGY INC COM 65339F101 2201 28072 SH OTR 1 0 28072 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 11830 1041401 SH OTR 1 0 1041401 0 OCCIDENTAL PETE CORP COM 674599105 4103 66773 SH OTR 1 0 66773 0 OLD DOMINION FREIGHT LINE IN COM 679580100 10443 41977 SH OTR 1 0 41977 0 OPTION CARE HEALTH INC COM NEW 68404L201 2314 73530 SH OTR 1 0 73530 0 PACCAR INC COM 693718108 16553 197787 SH OTR 1 0 197787 0 PALO ALTO NETWORKS INC COM 697435105 2292 13991 SH OTR 1 0 13991 0 PATTERSON-UTI ENERGY INC COM 703481101 5758 493010 SH OTR 1 0 493010 0 PFIZER INC COM 717081103 7402 169141 SH OTR 1 0 169141 0 PORTILLOS INC COM CL A 73642K106 11264 572075 SH OTR 1 0 572075 0 PTC INC COM 69370C100 795 7604 SH OTR 1 0 7604 0 QUALCOMM INC COM 747525103 6091 53908 SH OTR 1 0 53908 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 1611 80269 SH OTR 1 0 80269 0 ROPER TECHNOLOGIES INC COM 776696106 28012 77888 SH OTR 1 0 77888 0 ROYAL CARIBBEAN GROUP COM V7780T103 6025 158971 SH OTR 1 0 158971 0 SABRE CORP COM 78573M104 1454 282287 SH OTR 1 0 282287 0 SCHLUMBERGER LTD COM STK 806857108 12010 334538 SH OTR 1 0 334538 0 SILGAN HOLDINGS INC COM 827048109 2024 48151 SH OTR 1 0 48151 0 SOUTHWEST AIRLS CO COM 844741108 17793 576947 SH OTR 1 0 576947 0 S&P GLOBAL INC COM 78409V104 33699 110363 SH OTR 1 0 110363 0 SPLUNK INC COM 848637104 1580 21011 SH OTR 1 0 21011 0 T-MOBILE US INC COM 872590104 820 6112 SH OTR 1 0 6112 0 VERRA MOBILITY CORP CL A COM STK 92511U102 1828 118929 SH OTR 1 0 118929 0 VULCAN MATLS CO COM 929160109 1722 10920 SH OTR 1 0 10920 0 WASTE CONNECTIONS INC COM 94106B101 5446 40305 SH OTR 1 0 40305 0 WELLS FARGO CO NEW COM 949746101 36406 905162 SH OTR 1 0 905162 0 WILLIAMS SONOMA INC COM 969904101 6702 56868 SH OTR 1 0 56868 0