Sirios Capital Management L P Purchases and Sells in Q4 2024

Sirios Capital Management L P

$477 Million
Q4 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DNB	1.1M + 926.43%	$10.78 - $12.75 $11.8M - $14M	1.22M $15.2M
GPN	38.2K + 28.34%	$97.57 - $119.38 $3.73M - $4.56M	173K $19.4M
GE	33.5K + 38.67%	$159.95 - $194.23 $5.36M - $6.51M	120K $20.1M
EXTR	76.8K + 89.17%	$14.22 - $18.52 $1.09M - $1.42M	163K $2.73M
GOOGL	2.75K + 52.71%	$161.86 - $196.66 $446K - $541K	7.98K $1.51M
WMT	2.37K + 26.74%	$79.1 - $95.7 $188K - $227K	11.2K $1.02M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PATH	240K New	$11.95 - $15.5 $2.87M - $3.72M	240K $3.05M
BURL	3.16K New	$242.7 - $295.49 $766K - $932K	3.16K $899K
KR	9.26K New	$55.21 - $63.3 $511K - $586K	9.26K $566K
FLUTTER ENTMT PLC	2.08K New	N/A	2.08K $0
KENVUE INC	19.8K New	N/A	19.8K $0

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ALC	-9.17K - 2.93%	$83.87 - $99.15 $769K - $909K	303K $25.8M
MDT	-42.9K - 43.15%	$79.61 - $92.24 $3.41M - $3.95M	56.5K $4.51M
DOCU	-62.9K - 87.87%	$61.42 - $106.99 $3.86M - $6.73M	8.68K $780K
UBER	-6.37K - 3.6%	$59.93 - $86.34 $382K - $550K	171K $10.3M
RCL	-22.8K - 43.95%	$173.13 - $258.09 $3.94M - $5.88M	29K $6.7M
WFC	-74.6K - 36.78%	$54.98 - $77.35 $4.1M - $5.77M	128K $9.01M

Activity Summary All Purchases 20 New Holdings 5 Increased Positions 15 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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