SIRIOS CAPITAL MANAGEMENT L P

Fundamental diversified ★Signal CIK 1104883
League rank
#159
in Fundamental diversified · #678 overall
Long book
$824.8M
Q1 2026
Positions
81
Top-10 weight
46%
concentration
Last quarter
+19.1%
SPY +14.8%
Turnover
30%
of book per quarter

Strategy in plain words

auto-generated from filings

SIRIOS CAPITAL MANAGEMENT L P is a diversified fundamental manager, running a $824.8M US long book across 81 positions.

The portfolio is moderately concentrated (top 10 ≈ 46% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: GE VERNOVA INC, TAIWAN SEMICONDUCTOR-SP ADR, AMAZON.COM INC, ONTO INNOVATION INC, GLOBUS MEDICAL INC - A.

Over the last 9 quarters its long book ran on average 3pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
+9.5%
Q3 2024
+4.7%
Q4 2024
-3.9%
Q1 2025
+21.1%
Q2 2025
+6.3%
Q3 2025
+5.6%
Q4 2025
+1.1%
Q1 2026
+19.1%

Sector allocation

Industrials
25%
Technology
21%
Healthcare
17%
Financials
9%
Other
7%
Services media
7%
Utilities
6%
Consumer discretionary
6%

Long book by quarter

$530.7M
Q1 2024
$574.3M
Q2 2024
$565.0M
Q3 2024
$557.1M
Q4 2024
$560.2M
Q1 2025
$689.8M
Q2 2025
$768.2M
Q3 2025
$803.3M
Q4 2025
$824.8M
Q1 2026

What does SIRIOS CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GEV GE VERNOVA INCIndustrials122.9K$107.3M13.0%-23.5%
AMZN AMAZON.COM INCConsumer discretionary168.6K$35.1M4.3%+25.5%
ONTO ONTO INNOVATION INCOther153.9K$31.6M3.8%+33.4%
GMED GLOBUS MEDICAL INC - AHealthcare354.2K$30.5M3.7%+0.2%
GOOGL ALPHABET INC-CL ATechnology106.0K$30.5M3.7%+91.6%
DXCM DEXCOM INCHealthcare428.3K$26.9M3.3%-0.6%
CG CARLYLE GROUP INC/THEFinancials542.3K$26.2M3.2%+25.0%
WFC WELLS FARGO & COFinancials325.2K$25.9M3.1%+0.3%
UNF UNIFIRST CORP/MAServices media98.5K$24.8M3.0%New
HEI/A HEICO CORP-CLASS AIndustrials83.0K$17.5M2.1%-8.5%
AMD ADVANCED MICRO DEVICESTechnology82.7K$16.8M2.0%+17.2%
ALC ALCON INCHealthcare218.9K$16.5M2.0%+8.7%
CLH CLEAN HARBORS INCUtilities57.2K$16.4M2.0%-26.6%
UNP UNION PACIFIC CORPIndustrials67.2K$16.3M2.0%-7.0%
BSX BOSTON SCIENTIFIC CORPHealthcare257.9K$16.2M2.0%+199.2%
ODFL OLD DOMINION FREIGHT LINEIndustrials81.6K$15.9M1.9%-30.0%
VST VISTRA CORPUtilities96.9K$14.6M1.8%+101.6%
META META PLATFORMS INC-CLASS ATechnology24.2K$13.8M1.7%-31.4%
GPN GLOBAL PAYMENTS INCServices media201.1K$13.5M1.6%+0.6%
WCN WASTE CONNECTIONS INCUtilities82.3K$13.4M1.6%+9.0%
CARR CARRIER GLOBAL CORPIndustrials231.0K$13.0M1.6%+2.3%
ADI ANALOG DEVICES INCTechnology40.6K$12.9M1.6%-11.3%
ETN EATON CORP PLCIndustrials31.0K$11.1M1.3%+10.6%
PNC PNC FINANCIAL SERVICES GROUPFinancials53.1K$11.0M1.3%-28.8%
NKE NIKE INC -CL BOther185.8K$9.8M1.2%+1341.3%
MKSI MKS INCTechnology42.3K$9.7M1.2%New
ALGM ALLEGRO MICROSYSTEMS INCTechnology298.4K$9.4M1.1%New
MLM MARTIN MARIETTA MATERIALSMaterials14.9K$8.8M1.1%New
TXN TEXAS INSTRUMENTS INCTechnology44.7K$8.7M1.1%-23.9%
PH PARKER HANNIFIN CORPIndustrials9.6K$8.6M1.0%+102.1%
ROP ROPER TECHNOLOGIES INCTechnology24.0K$8.5M1.0%-61.7%
AVGO BROADCOM INCTechnology26.8K$8.3M1.0%+63.3%
MSFT MICROSOFT CORPTechnology22.4K$8.3M1.0%-63.8%
LLY ELI LILLY & COHealthcare8.1K$7.4M0.9%-21.2%
NVDA NVIDIA CORPTechnology41.3K$7.2M0.9%+7.9%
THC TENET HEALTHCARE CORPHealthcare37.6K$7.1M0.9%-23.3%
RRC RANGE RESOURCES CORPEnergy144.5K$6.5M0.8%New
TPR TAPESTRY INCOther43.8K$6.2M0.7%-5.8%
MDT MEDTRONIC PLCHealthcare69.5K$6.0M0.7%+15.0%
CON CONCENTRA GROUP HOLDINGS PARHealthcare272.1K$5.8M0.7%New
HCA HCA HEALTHCARE INCHealthcare12.0K$5.7M0.7%-0.3%
DASH DOORDASH INC - AServices media35.2K$5.3M0.6%-20.3%
IRTC IRHYTHM HOLDINGS INCHealthcare34.7K$4.1M0.5%New
FROG JFROG LTDTechnology83.9K$3.9M0.5%+101.2%
SPGI S&P GLOBAL INCServices media9.0K$3.8M0.5%New
DDOG DATADOG INC - CLASS ATechnology30.3K$3.6M0.4%+51.8%
BAC BANK OF AMERICA CORPFinancials68.4K$3.3M0.4%+8.0%
AMAT APPLIED MATERIALS INCTechnology9.6K$3.3M0.4%-36.0%
NMRK NEWMARK GROUP INC-CLASS AReal estate218.2K$3.3M0.4%New
EPAM EPAM SYSTEMS INCTechnology23.8K$3.2M0.4%+309.4%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202681$824.8M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202674$803.3M canonicalSEC ↗
Q3 202513F-HRNov 14, 202568$768.2M canonicalSEC ↗
Q2 202513F-HRAug 14, 202559$689.8M canonicalSEC ↗
Q1 202513F-HRMay 15, 202562$560.2M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202562$557.1M canonicalSEC ↗
Q3 202413F-HRNov 12, 202464$565.0M canonicalSEC ↗
Q2 202413F-HRAug 14, 202461$574.3M canonicalSEC ↗
Q1 202413F-HRMay 15, 202461$530.7M canonicalSEC ↗