HoldingsChannel.com
Sirios Capital Management L P Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $119,537
     BRK.A241-32$81,841
     BRK.B166,430-43,120$37,696
ELANCO ANIMAL HEALTH INC 3,655,068 +146,895 $107,642
     ELAN3,655,068+146,895$107,642
JPMORGAN CHASE & CO 630,696 -103,026 $87,919
     JPM630,696-103,026$87,919
KEYSIGHT TECHNOLOGIES INC 813,371 -17,158 $83,476
     KEYS813,371-17,158$83,476
ABBOTT LABS 955,629 -21,281 $83,005
     ABT955,629-21,281$83,005
WORLD WRESTLING ENTMT INC 1,276,438 +725,622 $82,802
     WWE1,276,438+725,622$82,802
TRUIST FINL CORP 1,211,929 +1,211,929 $68,256
     TFC1,211,929+1,211,929$68,256
BJS WHSL CLUB HLDGS INC 2,918,698 -197,306 $66,371
     BJ2,918,698-197,306$66,371
ALCON INC 1,161,213 +82,658 $65,690
     ALC1,161,213+82,658$65,690
RAYTHEON CO 296,375 +79,273 $65,126
     RTN296,375+79,273$65,126
QUALCOMM INC 700,771 +634,780 $61,829
     QCOM700,771+634,780$61,829
MEDTRONIC PLC 522,268 +522,268 $59,251
     MDT522,268+522,268$59,251
UNION PACIFIC CORP 326,905 +33,712 $59,101
     UNP326,905+33,712$59,101
BOSTON SCIENTIFIC CORP 1,082,014 +2,549 $48,929
     BSX1,082,014+2,549$48,929
DANAHER CORPORATION 300,732 -191,824 $46,156
     DHR300,732-191,824$46,156
ELECTRONIC ARTS INC 421,531 -8,519 $45,319
     EA421,531-8,519$45,319
BECTON DICKINSON & CO 123,286 +2,028 $33,530
     BDX123,286+2,028$33,530
CHECK POINT SOFTWARE TECH LT 273,916 +102,618 $30,393
     CHKP273,916+102,618$30,393
SHERWIN WILLIAMS CO 49,833 -18,724 $29,079
     SHW49,833-18,724$29,079
EQUIFAX INC 193,527 -176,048 $27,117
     EFX193,527-176,048$27,117
IAA INC 483,889 -795,417 $22,772
     IAA483,889-795,417$22,772
ROPER TECHNOLOGIES INC 53,414 +53,414 $18,921
     ROP53,414+53,414$18,921
VARONIS SYS INC 241,873 -1,389 $18,796
     VRNS241,873-1,389$18,796
PERSPECTA INC 688,474 +110 $18,203
     PRSP688,474+110$18,203
GENERAL DYNAMICS CORP 103,101 -78,461 $18,182
     GD103,101-78,461$18,182
UNIVERSAL HLTH SVCS INC 125,408 -253,866 $17,991
     UHS125,408-253,866$17,991
GENERAL MLS INC 309,521 -1,759 $16,578
     GIS309,521-1,759$16,578
JONES LANG LASALLE INC 92,849 +92,849 $16,164
     JLL92,849+92,849$16,164
TRADEWEB MKTS INC 322,484 -697,672 $14,947
     TW322,484-697,672$14,947
CONSTELLATION BRANDS INC 77,249 -16,050 $14,658
     STZ77,249-16,050$14,658
PRA HEALTH SCIENCES INC 119,226 +107,051 $13,252
     PRAH119,226+107,051$13,252
KANSAS CITY SOUTHERN 75,581 +25 $11,576
     KSU75,581+25$11,576
HCA HEALTHCARE INC 60,493 +60,493 $8,941
     HCA60,493+60,493$8,941
MOODYS CORP 31,607 -14,795 $7,504
     MCO31,607-14,795$7,504
S&P GLOBAL INC 26,534 -10,872 $7,246
     SPGI26,534-10,872$7,246
IQVIA HLDGS INC 41,965 +41,965 $6,484
     IQV41,965+41,965$6,484
OLD DOMINION FREIGHT LINE IN 28,391 -69,377 $5,388
     ODFL28,391-69,377$5,388
CONOCOPHILLIPS 76,061 +1,023 $4,946
     COP76,061+1,023$4,946
PURE STORAGE INC 280,813 -344,853 $4,805
     PSTG280,813-344,853$4,805
AMPHENOL CORP NEW 44,351 -8,644 $4,800
     APH44,351-8,644$4,800
ROYAL DUTCH SHELL PLC      $4,029
     RDS.A68,318+959$4,029
PAYPAL HLDGS INC 37,173 +37,173 $4,021
     PYPL37,173+37,173$4,021
GRAPHIC PACKAGING HLDG CO 240,438 +240,438 $4,003
     GPK240,438+240,438$4,003
F M C CORP 26,412 +26,412 $2,636
     FMC26,412+26,412$2,636
VODAFONE GROUP PLC NEW 134,519 +134,519 $2,601
     VOD134,519+134,519$2,601
CRH PLC 64,144 +64,144 $2,587
     CRH64,144+64,144$2,587
BERRY GLOBAL GROUP INC 53,816 +53,816 $2,556
     BERY53,816+53,816$2,556
CROWN HOLDINGS INC 34,022 -158,654 $2,468
     CCK34,022-158,654$2,468
SYNEOS HEALTH INC 37,561 -9,598 $2,234
     SYNH37,561-9,598$2,234
CONSTELLIUM SE 86,694 +86,694 $1,162
     CSTM86,694+86,694$1,162

See Full List: All Stocks Held By Sirios Capital Management L P
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sirios Capital Management L P

Size ($ in 1000's)
At 12/31/2019: $1,552,217
At 09/30/2019: $1,517,837

Sirios Capital Management L P holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sirios Capital Management L P 13F filings. Link to 13F filings: SEC filings

Sirios Capital Management L P Top Holdings 13F Filings | www.HoldingsChannel.com

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