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SIRIOS CAPITAL MANAGEMENT L P 13F portfolio summary

SIRIOS CAPITAL MANAGEMENT L P of SIRIOS CAPITAL MANAGEMENT L P has 80 current stock holdings with a reported portfolio value of $824.8M. The portfolio 1 year return is +36.90%. Top holdings include GEV (13.02%), TSM (4.60%), AMZN (4.26%), ONTO (3.83%), GMED (3.70%).

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SIRIOS CAPITAL MANAGEMENT L P

SIRIOS CAPITAL MANAGEMENT L P
Latest filing: 2026-03-31

SIRIOS CAPITAL MANAGEMENT L P runs SIRIOS CAPITAL MANAGEMENT L P and currently holds 80 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $824.77M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SIRIOS CAPITAL MANAGEMENT L P ranks #263 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SIRIOS CAPITAL MANAGEMENT L P's portfolio at SIRIOS CAPITAL MANAGEMENT L P has delivered returns of +36.90%. Their 3-year annualized return is +93.27%. Looking at the 5-year horizon, SIRIOS CAPITAL MANAGEMENT L P has achieved +102.89% annualized returns at SIRIOS CAPITAL MANAGEMENT L P.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+36.90%
#279/1000
3 Year
+93.27%
#263/1000
5 Year
+102.89%
#239/1000

Portfolio Value

$824.77M

Alpha Score

76.7

#263 of 1000

Holdings

80

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change