Sirios Capital Management L P Purchases and Sells in Q1 2025

Sirios Capital Management L P

$478 Million
Q1 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WFC	183K + 142.81%	$66.78 - $81.42 $12.2M - $14.9M	312K $22.4M
ALC	72.8K + 23.99%	$82.73 - $96.8 $6.02M - $7.05M	376K $35.7M
HCA	21.4K + 175.77%	$296.7 - $345.55 $6.35M - $7.4M	33.6K $11.6M
THC	54.4K + 122.77%	$119.51 - $144.98 $6.5M - $7.88M	98.7K $13.3M
AVGO	60K + 127.38%	$167.43 - $244.7 $10.1M - $14.7M	107K $17.9M
CLH	28.6K + 89.69%	$188.14 - $246.1 $5.37M - $7.03M	60.4K $11.9M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DXCM	166K New	$67.74 - $90.75 $11.2M - $15.1M	166K $11.3M
TXN	53.2K New	N/A	53.2K $10.4M
FROG	65.7K New	$30.59 - $42.03 $2.01M - $2.76M	65.7K $2.1M
ANNX	769K New	$1.93 - $5.5 $1.48M - $4.23M	769K $1.48M
VIAV	126K New	$9.71 - $12.8 $1.22M - $1.61M	126K $1.41M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-36.2K - 24.02%	$190.26 - $242.06 $6.89M - $8.77M	115K $21.8M
UBER	-166K - 97.08%	$63.17 - $81.49 $10.5M - $13.5M	4.98K $363K
MSFT	-17.7K - 47.08%	$375.39 - $447.2 $6.65M - $7.92M	19.9K $7.48M
GE	-61.2K - 50.89%	$168.59 - $212.13 $10.3M - $13M	59K $11.8M
PCAR	-73.6K - 93.63%	$96.91 - $112.51 $7.13M - $8.28M	5.01K $488K
ADBE	-14.3K - 75.96%	$377.84 - $464.11 $5.41M - $6.65M	4.53K $1.74M

Activity Summary All Purchases 37 New Holdings 5 Increased Positions 32 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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