Institutions / Sirios Capital Management L P / Activity
Activity — Sirios Capital Management L P
17 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Unifirst Corp Common stock | $24.79M | +99K | 98,544 3.01% of portfolio | medium |
| Q1 2026 as of | New | MKS Inc Common stock | $9.73M | +42K | 42,347 1.18% of portfolio | medium |
| Q1 2026 as of | New | Allegro Microsystems Inc Common stock | $9.41M | +298K | 298,421 1.14% of portfolio | medium |
| Q1 2026 as of | New | Rayonier Inc Common stock | $8.91M | +432K | 432,239 1.08% of portfolio | medium |
| Q1 2026 as of | New | Martin Marietta Materials Inc Common stock | $8.77M | +15K | 14,904 1.06% of portfolio | medium |
| Q1 2026 as of | New | Range Resources Corp Common stock | $6.53M | +144K | 144,488 0.79% of portfolio | medium |
| Q1 2026 as of | New | Concentra Group Holdings Par Common stock | $5.84M | +272K | 272,071 0.71% of portfolio | medium |
| Q1 2026 as of | New | iRhythm Holdings, Inc. Common stock | $4.10M | +35K | 34,744 0.50% of portfolio | low |
| Q1 2026 as of | New | S&P Global Inc. Common stock | $3.82M | +9K | 8,990 0.46% of portfolio | low |
| Q1 2026 as of | New | Newmark Group, Inc. Common stock | $3.27M | +218K | 218,191 0.40% of portfolio | low |
| Q1 2026 as of | New | Constellation Brands, Inc. Common stock | $2.82M | +19K | 18,828 0.34% of portfolio | low |
| Q1 2026 as of | New | Coca Cola Co Common stock | $2.78M | +37K | 36,618 0.34% of portfolio | low |
| Q1 2026 as of | New | Extreme Networks Inc Common stock | $2.75M | +182K | 182,396 0.33% of portfolio | low |
| Q1 2026 as of | New | New York Times Co Common stock | $2.72M | +33K | 32,508 0.33% of portfolio | low |
| Q1 2026 as of | New | Church & Dwight Co Inc /De Common stock | $2.45M | +26K | 26,286 0.30% of portfolio | low |
| Q1 2026 as of | New | Gildan Activewear Inc Common stock | $776.8K | +14K | 13,959 0.09% of portfolio | low |
| Q1 2026 as of | New | Gap Inc Common stock | $687.7K | +28K | 28,418 0.08% of portfolio | low |