13F Filings History of SIRIOS CAPITAL MANAGEMENT L P

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$768,217,439
Signature - Title
John F. Brennan, Jr. - Managing Director of Sirios Capital Management LP
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by SIRIOS CAPITAL MANAGEMENT L P. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SIRIOS CAPITAL MANAGEMENT L P reported 68 stock holdings with total value $768,217,439 as of Q3 2025. Top holdings included GEV, TSM, WFC, GMED, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 68 $768,217,439 +$138,071,887 -$101,598,773 +$36,473,114 GEV, TSM, WFC, GMED, AMZN 13F-HR 14 Nov 2025, 07:22
Q2 2025 59 $689,849,547 +$87,860,344 -$74,881,274 +$12,979,070 GEV, TSM, ALC, WFC, GMED 13F-HR 14 Aug 2025, 09:59
Q1 2025 62 $560,171,935 +$120,657,789 -$95,942,601 +$24,715,188 GEV, TSM, ALC, GMED, ROP 13F-HR 15 May 2025, 12:48
Q4 2024 62 $557,062,283 +$36,183,329 -$72,847,069 -$36,663,740 GEV, TSM, AMZN, GMED, ALC 13F-HR 14 Feb 2025, 09:48
Q3 2024 64 $565,009,783 +$75,694,537 -$139,966,965 -$64,272,428 GEV, TSM, ALC, AMZN, GMED 13F-HR 12 Nov 2024, 14:54
Q2 2024 61 $574,306,503 +$118,986,243 -$72,123,386 +$46,862,857 ALC, TSM, GEV, GMED, GE 13F-HR 14 Aug 2024, 10:42
Q1 2024 61 $530,662,553 +$103,943,759 -$117,060,379 -$13,116,620 ALC, GE, HEIA, ROP, TSM 13F-HR 15 May 2024, 09:34
Q4 2023 52 $490,197,353 +$99,171,340 -$192,553,914 -$93,382,574 ALC, SPGI, BSX, HEIA, ROP 13F-HR 14 Feb 2024, 12:09
Q3 2023 54 $528,067,203 +$75,641,225 -$97,961,938 -$22,320,713 SPGI, ROP, ALC, BSX, NCLH 13F-HR 14 Nov 2023, 09:57
Q2 2023 55 $578,961,485 +$85,969,703 -$132,181,392 -$46,211,689 SPGI, ROP, ALC, NCLH, ADI 13F-HR 14 Aug 2023, 10:51
Q1 2023 58 $567,407,288 +$132,574,333 -$120,842,343 +$11,731,990 SPGI, ALC, ROP, BSX, ADI 13F-HR 15 May 2023, 10:45
Q4 2022 54 $542,874,410 +$91,497,220 -$150,468,625 -$58,971,405 ALC, SPGI, ROP, WFC, BSX Restatement 10 May 2023, 14:43
Q3 2022 56 $539,810,000 +$113,195,299 -$100,909,297 +$12,286,002 WFC, ALC, SPGI, ROP, ADI 13F-HR 14 Nov 2022, 13:40
Q2 2022 56 $553,766,000 +$121,584,428 -$212,671,954 -$91,087,526 ALC, WFC, ADI, AXP, BSX 13F-HR 15 Aug 2022, 13:25
Q1 2022 57 $751,419,000 +$217,528,214 -$289,996,539 -$72,468,325 SPGI, ALC, WFC, QCOM, LUV 13F-HR 13 May 2022, 13:26
Q4 2021 78 $873,343,000 +$107,368,998 -$256,119,263 -$148,750,265 INFO, QCOM, STZ, WFC, ALC 13F-HR 14 Feb 2022, 14:13
Q3 2021 81 $955,944,000 +$120,329,098 -$322,330,075 -$202,000,977 INFO, WSM, WFC, ADI, STZ 13F-HR 15 Nov 2021, 13:31
Q2 2021 86 $1,149,513,000 +$217,219,801 -$336,546,019 -$119,326,218 INFO, ALC, ADI, WFC, QCOM 13F-HR 16 Aug 2021, 10:52
Q1 2021 87 $1,185,839,000 +$312,806,029 -$500,282,895 -$187,476,866 INFO, ALC, QCOM, ADI, DHR 13F-HR 14 May 2021, 10:15
Q4 2020 97 $1,284,545,000 +$318,964,622 -$457,918,301 -$138,953,679 QCOM, INFO, ALC, PFE, ABT 13F-HR 16 Feb 2021, 09:53
Q3 2020 93 $1,226,620,000 +$307,794,191 -$394,525,176 -$86,730,985 ALC, ABT, QCOM, LOW, LLY 13F-HR 13 Nov 2020, 10:55
Q2 2020 85 $1,226,092,000 +$418,816,589 -$509,756,988 -$90,940,399 ALC, HCA, ABT, PFE, BAC 13F-HR 14 Aug 2020, 12:59
Q1 2020 70 $1,130,003,000 +$407,736,133 -$500,354,385 -$92,618,252 BRKA, ALC, ABT, PFE, ELAN 13F-HR 15 May 2020, 16:11
Q4 2019 1 $537,000 $0 $0 $0 POPE New Holdings 20 May 2020, 20:43
Q4 2019 54 $1,552,754,000 +$357,864,778 -$407,391,659 -$49,526,881 ELAN, JPM, KEYS, ABT, WWE 13F-HR 14 Feb 2020, 10:46
Q3 2019 1 $409,000 $0 $0 $0 POPE New Holdings 20 May 2020, 20:40
Q3 2019 51 $1,518,246,000 +$275,123,915 -$315,046,909 -$39,922,994 ELAN, JPM, BRKA, ABT, KEYS 13F-HR 13 Nov 2019, 15:47
Q2 2019 1 $396,000 $0 $0 $0 POPE New Holdings 20 May 2020, 20:38
Q2 2019 54 $1,555,324,000 +$440,889,886 -$605,593,611 -$164,703,725 BJ, IFF, JPM, ABT, BRKA 13F-HR 14 Aug 2019, 08:37
Q1 2019 49 $1,649,559,000 +$370,042,838 -$557,680,245 -$187,637,407 BDX, BJ, ABT, JPM, BRKA 13F-HR 15 May 2019, 15:18
Q4 2018 49 $1,654,275,000 +$514,189,489 -$595,676,332 -$81,486,843 ABT, BDX, GD, JPM, BJ 13F-HR 14 Feb 2019, 11:37
Q3 2018 55 $1,940,119,000 +$411,613,468 -$556,625,826 -$145,012,358 SHW, BDX, ABT, JPM, GD 13F-HR 13 Nov 2018, 14:56
Q2 2018 54 $1,923,811,000 +$494,106,391 -$642,827,690 -$148,721,299 SHW, BDX, JPM, UHS, DHI 13F-HR 14 Aug 2018, 10:58
Q1 2018 53 $2,030,427,000 +$498,574,186 -$445,826,520 +$52,747,666 SHW, BDX, CSX, FDX, UHS 13F-HR 14 May 2018, 14:55
Q4 2017 51 $2,017,993,000 +$512,698,635 -$532,101,110 -$19,402,475 SHW, BDX, FDX, CSX, UHS 13F-HR 12 Feb 2018, 17:18
Q3 2017 45 $1,909,371,000 +$337,630,129 -$513,915,337 -$176,285,208 SHW, BDX, FDX, NTAP, NUAN 13F-HR 13 Nov 2017, 16:37
Q2 2017 52 $2,013,523,000 +$465,830,195 -$732,704,698 -$266,874,503 SHW, BAC, BDX, FDX, JPM 13F-HR 07 Aug 2017, 16:17
Q1 2017 42 $2,193,063,000 +$442,473,697 -$463,894,343 -$21,420,646 SHW, BAC, FDX, TWX, NTAP 13F-HR 12 May 2017, 17:49
Q4 2016 36 $2,039,153,000 +$619,619,372 -$453,218,550 +$166,400,822 SHW, STZ, BAC, TWX, BDX 13F-HR 10 Feb 2017, 14:38
Q3 2016 39 $1,793,076,000 +$125,847,239 -$517,431,962 -$391,584,723 STZ, AGN, TWX, AMG, FDX 13F-HR 14 Nov 2016, 07:57
Q2 2016 47 $2,084,057,000 +$412,429,500 -$972,540,140 -$560,110,640 AGN, TWX, SHW, STZ, BAC 13F-HR 10 Aug 2016, 15:02
Q1 2016 53 $2,660,196,000 +$677,150,293 -$678,078,420 -$928,127 SHW, TWX, AGN, BAC, DISH 13F-HR 16 May 2016, 12:07
Q4 2015 50 $2,740,006,000 +$485,094,662 -$898,904,255 -$413,809,593 TWX, AGN, BAC, STZ, SJM 13F-HR 11 Feb 2016, 17:07
Q3 2015 54 $3,050,756,000 +$720,501,279 -$432,634,725 +$287,866,554 TWX, BAC, STZ, AGN, FDX 13F-HR 16 Nov 2015, 09:07
Q2 2015 53 $3,028,072,000 +$778,576,236 -$522,000,791 +$256,575,445 STZ, BAC, TWX, CCL, TMUS 13F-HR 14 Aug 2015, 08:57
Q1 2015 50 $2,708,961,000 +$727,221,636 -$797,166,777 -$69,945,141 STZ, TWX, BAC, NRF, CCL 13F-HR 15 May 2015, 07:43
Q4 2014 45 $2,669,866,000 +$536,532,209 -$866,468,204 -$329,935,995 STZ, BAC, TWX, DISH, SBNY 13F-HR 17 Feb 2015, 08:40
Q3 2014 43 $2,835,602,000 +$707,972,657 -$824,692,505 -$116,719,848 BAC, STZ, PCP, VRX, VZ 13F-HR 14 Nov 2014, 08:17
Q2 2014 46 $2,922,000,000 +$570,137,015 -$737,343,888 -$167,206,873 BAC, STZ, AN, SBNY, VRX 13F-HR 14 Aug 2014, 09:30
Q1 2014 41 $3,068,551,000 +$1,838,977,146 -$90,805,458 +$1,748,171,688 BAC, DISH, TMUS, STZ, AN Restatement 09 Jun 2014, 16:39
Q4 2013 38 $1,283,387,000 $0 $0 $0 BAC, HOUS, DISH, TMUS, MHK 13F-HR 14 Feb 2014, 06:05