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| Name: |
SIRIOS CAPITAL MANAGEMENT L P |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
021102649 |
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data |
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| Holdings
Found :
16 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ALC |
Alcon Inc |
1 |
- |
$79.57 |
$41,816,000 |
535,285 |
8.53% |
9,184,000 |
111,823 |
0.109 |
Medical Instruments &... |
|
|
HEI.A |
Heico Corp Class A |
4 |
- |
$168.89 |
$21,276,000 |
149,371 |
4.34% |
5,805,000 |
29,647 |
0.185 |
Aerospace/Defense Pro... |
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GMED |
Genomed Inc |
6 |
- |
$51.95 |
$19,652,000 |
368,771 |
4.01% |
8,831,000 |
150,820 |
0.484 |
N/A |
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CG |
The Carlyle Group Inc |
8 |
- |
$31.75 |
$18,178,000 |
446,736 |
3.71% |
5,652,000 |
31,407 |
0.128 |
Cigarettes & Other To... |
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GE |
General Electric Co |
9 |
- |
$164.11 |
$18,110,000 |
141,897 |
3.69% |
7,376,000 |
44,800 |
0.013 |
Conglomerates |
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GPN |
Global Payments Inc |
11 |
- |
$127.47 |
$16,170,000 |
127,322 |
3.3% |
2,489,000 |
8,763 |
0.043 |
Business Services |
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BDX |
Becton Dickinson & Co |
15 |
- |
$234.68 |
$13,025,000 |
53,417 |
2.66% |
-349,000 |
1,687 |
0.018 |
Medical Instruments &... |
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CLH |
Clean Harbors Inc |
20 |
- |
$207.35 |
$10,236,000 |
58,656 |
2.09% |
3,028,000 |
15,585 |
0.106 |
Waste Management |
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ODFL |
Old Dominion Freight Line Inc |
24 |
- |
$195.06 |
$8,811,000 |
21,739 |
1.8% |
1,298,000 |
3,377 |
0.019 |
Trucking |
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PTLO |
Portillos Inc. |
27 |
- |
$0.00 |
$7,475,000 |
469,229 |
1.52% |
573,000 |
20,761 |
1.077 |
N/A |
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TSM |
Taiwan Semiconductor Mfg. C... |
28 |
- |
$141.56 |
$6,923,000 |
66,570 |
1.41% |
5,233,000 |
47,117 |
0.001 |
Semiconductor - Integ... |
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INSP |
Inspire Medical Systems Inc |
37 |
- |
$249.72 |
$2,669,000 |
13,122 |
0.54% |
2,379,000 |
11,662 |
0.046 |
N/A |
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RSKD |
Riskified Ord Shs Class A |
47 |
- |
$5.23 |
$1,358,000 |
290,246 |
0.28% |
502,000 |
99,260 |
0.453 |
N/A |
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THC |
Tenet Healthcare Corp |
48 |
- |
$120.28 |
$1,314,000 |
17,388 |
0.27% |
407,000 |
3,626 |
0.016 |
Hospitals |
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KLAC |
KLA-Tencor Corp |
49 |
- |
$696.59 |
$1,278,000 |
2,199 |
0.26% |
667,000 |
867 |
0.001 |
Semiconductor Equipme... |
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NTRA |
Natera, Inc. |
50 |
- |
$96.98 |
$945,000 |
15,089 |
0.19% |
432,000 |
3,500 |
0.014 |
N/A |
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