HoldingsChannel.com
Sirios Capital Management L P Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $128,720
     BRK.A273+26$85,130
     BRK.B209,550+22,883$43,590
ELANCO ANIMAL HEALTH INC 3,508,173 +2,903,226 $93,282
     ELAN3,508,173+2,903,226$93,282
JPMORGAN CHASE & CO 733,722 -43,033 $86,352
     JPM733,722-43,033$86,352
ABBOTT LABS 976,910 -22,422 $81,738
     ABT976,910-22,422$81,738
KEYSIGHT TECHNOLOGIES INC 830,529 +115,801 $80,769
     KEYS830,529+115,801$80,769
SUNTRUST BKS INC 1,172,760 -42,900 $80,686
     STI1,172,760-42,900$80,686
BJS WHSL CLUB HLDGS INC 3,116,004 -1,180,550 $80,611
     BJ3,116,004-1,180,550$80,611
DANAHER CORPORATION 492,556 +322 $71,140
     DHR492,556+322$71,140
ALCON INC ORD SHS 1,078,555 +143,313 $62,869
     ALC1,078,555+143,313$62,869
UNIVERSAL HLTH SVCS INC 379,274 +229,818 $56,417
     UHS379,274+229,818$56,417
IAA INC 1,279,306 +348,426 $53,386
     IAA1,279,306+348,426$53,386
EQUIFAX INC 369,575 +72,855 $51,989
     EFX369,575+72,855$51,989
UNION PACIFIC CORP 293,193 +48,325 $47,491
     UNP293,193+48,325$47,491
BOSTON SCIENTIFIC CORP 1,079,465 -18,970 $43,923
     BSX1,079,465-18,970$43,923
RAYTHEON CO 217,102 +217,102 $42,593
     RTN217,102+217,102$42,593
ELECTRONIC ARTS INC 430,050 +637 $42,067
     EA430,050+637$42,067
WORLD WRESTLING ENTMT INC 550,816 +158,067 $39,191
     WWE550,816+158,067$39,191
TRADEWEB MKTS INC 1,020,156 -377,367 $37,726
     TW1,020,156-377,367$37,726
SHERWIN WILLIAMS CO 68,557 -61,949 $37,698
     SHW68,557-61,949$37,698
GENERAL DYNAMICS CORP 181,562 -4,793 $33,177
     GD181,562-4,793$33,177
INTERNATIONAL FLAVORS&FRAGRA 258,498 -354,578 $31,715
     IFF258,498-354,578$31,715
BECTON DICKINSON & CO 121,258 +42,096 $30,673
     BDX121,258+42,096$30,673
CONSTELLATION BRANDS INC 93,299 -2,972 $19,339
     STZ93,299-2,972$19,339
CHECK POINT SOFTWARE TECH LT 171,298 -5,254 $18,757
     CHKP171,298-5,254$18,757
PERSPECTA INC 688,364 +6,504 $17,981
     PRSP688,364+6,504$17,981
GENERAL MLS INC 311,280 -494,115 $17,158
     GIS311,280-494,115$17,158
OLD DOMINION FREIGHT LINE IN 97,768 -84,046 $16,618
     ODFL97,768-84,046$16,618
VARONIS SYS INC 243,262 +5,456 $14,542
     VRNS243,262+5,456$14,542
CROWN HOLDINGS INC 192,676 +192,676 $12,728
     CCK192,676+192,676$12,728
PURE STORAGE INC 625,666 +625,666 $10,599
     PSTG625,666+625,666$10,599
KANSAS CITY SOUTHERN 75,556 -56,641 $10,050
     KSU75,556-56,641$10,050
MOODYS CORP 46,402 -51,821 $9,504
     MCO46,402-51,821$9,504
S&P GLOBAL INC 37,406 -46,354 $9,164
     SPGI37,406-46,354$9,164
BANK AMER CORP 296,272 -43,345 $8,642
     BAC296,272-43,345$8,642
AMPHENOL CORP NEW 52,995 +52,995 $5,114
     APH52,995+52,995$5,114
QUALCOMM INC 65,991 -37,550 $5,034
     QCOM65,991-37,550$5,034
LOGMEIN INC 70,852 -116,524 $5,028
     LOGM70,852-116,524$5,028
HONEYWELL INTL INC 25,855 -83,420 $4,374
     HON25,855-83,420$4,374
CONOCOPHILLIPS 75,038 -1,089 $4,276
     COP75,038-1,089$4,276
ROYAL DUTCH SHELL PLC      $3,964
     RDS.A67,359+7,437$3,964
SYNEOS HEALTH INC 47,159 +11,902 $2,509
     SYNH47,159+11,902$2,509
SUNRUN INC 116,550 +49,301 $1,947
     RUN116,550+49,301$1,947
CHEWY INC 57,601 -836 $1,416
     CHWY57,601-836$1,416
FLAGSTAR BANCORP INC 35,438 +35,438 $1,324
     FBC35,438+35,438$1,324
PRA HEALTH SCIENCES INC 12,175 +12,175 $1,208
     PRAH12,175+12,175$1,208
CATALENT INC 22,612 -6,116 $1,078
     CTLT22,612-6,116$1,078
AIR PRODS & CHEMS INC 3,021 +3,021 $670
     APD3,021+3,021$670
FIRST SOLAR INC 9,902 -10,211 $574
     FSLR9,902-10,211$574

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 09/30/2019: $1,517,837
At 06/30/2019: $1,554,928

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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