0001104883-23-000004.txt : 20230510 0001104883-23-000004.hdr.sgml : 20230510 20230510144330 ACCESSION NUMBER: 0001104883-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-05369 FILM NUMBER: 23905686 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001104883 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT 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 05-10-2023 0 54 542874410 false INFORMATION TABLE 2 sirios_20221231v2.xml ABBOTT LABS COM 002824100 24771149 225623 SH OTR 1 0 225623 0 ACTIVISION BLIZZARD INC COM 00507V109 12011537 156911 SH OTR 1 0 156911 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 24226795 71990 SH OTR 1 0 71990 0 AGILON HEALTH INC COM 00857U107 650216 40286 SH OTR 1 0 40286 0 ALCON AG (NYS) COM H01301128 40091742 584854 SH OTR 1 0 584854 0 AMERICAN EXPRESS CO COM 025816109 23637784 159985 SH OTR 1 0 159985 0 ANALOG DEVICES INC COM 032654105 17872217 108957 SH OTR 1 0 108957 0 BOSTON SCIENTIFIC CORP COM 101137107 25652643 554412 SH OTR 1 0 554412 0 CONSTELLATION BRANDS INC CL A 21036P108 14651930 63223 SH OTR 1 0 63223 0 CYBERARK SOFTWARE LTD SHS M2682V108 1671966 12896 SH OTR 1 0 12896 0 DANAHER CORPORATION COM 235851102 8690382 32742 SH OTR 1 0 32742 0 DUPONT DE NEMOURS INC COM 26614N102 1544999 22512 SH OTR 1 0 22512 0 EATON CORP PLC SHS G29183103 13251916 84434 SH OTR 1 0 84434 0 GOLAR LNG LTD SHS G9456A100 3935924 172704 SH OTR 1 0 172704 0 GRAPHIC PACKAGING HLDG CO COM 388689101 321090 14431 SH OTR 1 0 14431 0 HALLIBURTON CO COM 406216101 3353289 85217 SH OTR 1 0 85217 0 HEICO CORP NEW CL A 422806208 4910015 40968 SH OTR 1 0 40968 0 HESS CORP COM 42809H107 2053128 14477 SH OTR 1 0 14477 0 INTUIT COM 461202103 2281997 5863 SH OTR 1 0 5863 0 JOHNSON CTLS INTL PLC SHS G51502105 3779968 59062 SH OTR 1 0 59062 0 KEYCORP COM 493267108 7609753 436840 SH OTR 1 0 436840 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 8049528 47054 SH OTR 1 0 47054 0 LANTHEUS HLDGS INC COM 516544103 3752440 73635 SH OTR 1 0 73635 0 LILLY ELI & CO COM 532457108 14646404 40035 SH OTR 1 0 40035 0 LPL FINL HLDGS INC COM 50212V100 16381146 75779 SH OTR 1 0 75779 0 MASTEC INC COM 576323109 990255 11605 SH OTR 1 0 11605 0 MEDTRONIC PLC SHS G5960L103 1706887 21962 SH OTR 1 0 21962 0 MICROSOFT CORP COM 594918104 9459940 39446 SH OTR 1 0 39446 0 NABORS INDUSTRIES LTD SHS G6359F137 16797200 108460 SH OTR 1 0 108460 0 NATERA INC COM 632307104 541893 13490 SH OTR 1 0 13490 0 NEXTERA ENERGY INC COM 65339F101 1564323 18712 SH OTR 1 0 18712 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 13172480 1076183 SH OTR 1 0 1076183 0 OCCIDENTAL PETE CORP COM 674599105 3458718 54909 SH OTR 1 0 54909 0 OPTION CARE HEALTH INC COM NEW 68404L201 3065479 101877 SH OTR 1 0 101877 0 PACCAR INC COM 693718108 11333055 114510 SH OTR 1 0 114510 0 PALO ALTO NETWORKS INC COM 697435105 2161614 15491 SH OTR 1 0 15491 0 PATTERSON-UTI ENERGY INC COM 703481101 3142731 186623 SH OTR 1 0 186623 0 PFIZER INC COM 717081103 8902284 173737 SH OTR 1 0 173737 0 PTC INC COM 69370C100 662141 5516 SH OTR 1 0 5516 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 2338053 108444 SH OTR 1 0 108444 0 ROPER TECHNOLOGIES INC COM 776696106 37851948 87602 SH OTR 1 0 87602 0 SCHLUMBERGER LTD COM STK 806857108 11114387 207901 SH OTR 1 0 207901 0 SILGAN HOLDINGS INC COM 827048109 2473960 47723 SH OTR 1 0 47723 0 SOUTHWEST AIRLS CO COM 844741108 22990516 682819 SH OTR 1 0 682819 0 S&P GLOBAL INC COM 78409V104 39715845 118576 SH OTR 1 0 118576 0 SPLUNK INC COM 848637104 5943654 69040 SH OTR 1 0 69040 0 TENABLE HLDGS INC COM 88025T102 1898916 49775 SH OTR 1 0 49775 0 TEXAS INSTRS INC COM 882508104 7696278 46582 SH OTR 1 0 46582 0 TRANSOCEAN LTD REG SHS H8817H100 358626 78646 SH OTR 1 0 78646 0 VERRA MOBILITY CORP CL A COM STK 92511U102 2257374 163223 SH OTR 1 0 163223 0 VULCAN MATLS CO COM 929160109 1895391 10824 SH OTR 1 0 10824 0 WASTE CONNECTIONS INC COM 94106B101 3869294 29189 SH OTR 1 0 29189 0 WELLS FARGO CO NEW COM 949746101 32536148 787991 SH OTR 1 0 787991 0 WORKDAY INC CL A 98138H101 13175062 78737 SH OTR 1 0 78737 0