Sirios Capital Management L P Purchases and Sells in Q3 2025

Sirios Capital Management L P

$634 Million
Q3 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WCN	58.4K + 319.08%	$171.32 - $191.84 $10M - $11.2M	76.7K $13.5M
THC	35.9K + 100.92%	$148.38 - $203.04 $5.33M - $7.3M	71.6K $14.5M
TXN	35.5K + 43.56%	N/A	117K $22.7M
DXCM	146K + 74.91%	$66.46 - $89.53 $9.68M - $13M	340K $22.9M
MSFT	8.41K + 42.4%	$491.09 - $535.64 $4.13M - $4.51M	28.3K $14.6M
ODFL	43K + 59.48%	$138.59 - $171.12 $5.96M - $7.36M	115K $16.2M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ONTO	163K New	$90.0 - $136.73 $14.7M - $22.3M	163K $21.1M
AMAT	83.1K New	$156.25 - $204.95 $13M - $17M	83.1K $17M
ADI	41.6K New	$220.68 - $255.63 $9.18M - $10.6M	41.6K $10.2M
SGRY	375K New	$21.01 - $23.84 $7.88M - $8.94M	375K $8.11M
MNST	38.5K New	$58.65 - $67.31 $2.26M - $2.59M	38.5K $2.59M
H	10.7K New	$135.01 - $152.25 $1.44M - $1.63M	10.7K $1.52M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VST	-60.2K - 50.38%	$182.0 - $217.92 $11M - $13.1M	59.3K $11.6M
CARR	-64.7K - 28.24%	$58.75 - $80.73 $3.8M - $5.22M	164K $9.81M
NVDA	-50.3K - 43.45%	$153.3 - $186.58 $7.71M - $9.38M	65.4K $12.2M
AVGO	-28.1K - 45.13%	$264.74 - $369.57 $7.43M - $10.4M	34.1K $11.3M
RCL	-9.71K - 81.61%	$301.44 - $365.84 $2.93M - $3.55M	2.19K $708K
GE	-18.1K - 31.0%	$244.75 - $305.63 $4.44M - $5.55M	40.4K $12.1M

Activity Summary All Purchases 32 New Holdings 14 Increased Positions 18 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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