Institutions / Sirios Capital Management L P / Activity
Activity — Sirios Capital Management L P
31 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Levi Strauss & Co Common stock | $35.6K | +2K +4.07% | 49,260 0.11% of portfolio | low |
| Q1 2026 as of | Add | Natera, Inc. Common stock | $52.4K | +262 +4.08% | 6,687 0.16% of portfolio | low |
| Q1 2026 as of | Add | Burlington Stores, Inc. Common stock | $53.7K | +165 +4.05% | 4,244 0.17% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $66.1K | +830 +0.26% | 325,242 3.14% of portfolio | low |
| Q1 2026 as of | Add | Globus Medical Inc Common stock | $68.5K | +795 +0.22% | 354,168 3.70% of portfolio | low |
| Q1 2026 as of | Add | Global Payments Inc Common stock | $83.7K | +1K +0.62% | 201,130 1.64% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $246.5K | +5K +7.98% | 68,448 0.40% of portfolio | low |
| Q1 2026 as of | Add | CARRIER GLOBAL Corp Common stock | $287.1K | +5K +2.26% | 231,043 1.58% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $526.2K | +3K +7.87% | 41,336 0.87% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $716.7K | +6K +35.59% | 21,972 0.33% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $783.3K | +9K +14.95% | 69,492 0.73% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $1.06M | +3K +10.62% | 30,998 1.34% of portfolio | low |
| Q1 2026 as of | Add | Waste Connections Inc Common stock | $1.11M | +7K +9.05% | 82,346 1.62% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $1.19M | +6K +74.17% | 13,458 0.34% of portfolio | low |
| Q1 2026 as of | Add | Datadog, Inc. Common stock | $1.22M | +10K +51.77% | 30,324 0.43% of portfolio | low |
| Q1 2026 as of | Add | H01301128 Common stock | $1.31M | +17K +8.65% | 218,867 2.00% of portfolio | low |
| Q1 2026 as of | Add | Surgery Partners, Inc. Common stock | $1.76M | +148K +288.88% | 199,054 0.29% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $1.83M | +7K +154.47% | 11,894 0.37% of portfolio | low |
| Q1 2026 as of | Add | JFrog Ltd Common stock | $1.98M | +42K +101.21% | 83,881 0.48% of portfolio | low |
| Q1 2026 as of | Add | EPAM Systems, Inc. Common stock | $2.44M | +18K +309.43% | 23,804 0.39% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $2.47M | +12K +17.22% | 82,735 2.04% of portfolio | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $2.56M | +13K +907.39% | 14,315 0.34% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $3.22M | +10K +63.31% | 26,823 1.01% of portfolio | low |
| Q1 2026 as of | Add | Parker-Hannifin Corp Common stock | $4.35M | +5K +102.14% | 9,614 1.04% of portfolio | low |
| Q1 2026 as of | Add | Carlyle Group Inc. Common stock | $5.25M | +108K +24.99% | 542,251 3.18% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $7.14M | +34K +25.54% | 168,608 4.26% of portfolio | medium |
| Q1 2026 as of | Add | Vistra Corp. Common stock | $7.34M | +49K +101.56% | 96,890 1.77% of portfolio | medium |
| Q1 2026 as of | Add | Onto Innovation Inc. Common stock | $7.91M | +39K +33.44% | 153,935 3.83% of portfolio | medium |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $9.13M | +173K +1341.34% | 185,803 1.19% of portfolio | medium |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $10.77M | +172K +199.19% | 257,907 1.96% of portfolio | medium |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $14.58M | +51K +91.56% | 106,050 3.70% of portfolio | medium |