Sirios Capital Management L P Reduced Holdings in Q3 2024

Sirios Capital Management L P

  • $493 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-53.8K
- 70.93%
$221.78 - $256.09 $11.9M - $13.8M
22.1K $5.43M
CNMD
Conmed Corp

Healthcare
-113K
- 72.56%
$64.09 - $76.92 $7.26M - $8.71M
42.8K $3.08M
ALC
Alcon Inc

Healthcare
-123K
- 28.22%
$88.07 - $100.79 $10.8M - $12.4M
313K $31.3M
GE
General Electric CO

Industrials
-60.2K
- 40.97%
$156.66 - $189.66 $9.43M - $11.4M
86.7K $16.3M
YOU
Clear Secure, Inc.

Technology
-351K
- 81.86%
$18.66 - $33.15 $6.55M - $11.6M
77.8K $2.58M
ABT
Abbott Laboratories

Healthcare
-52.3K
- 43.9%
$100.07 - $118.13 $5.23M - $6.17M
66.8K $7.61M
TENB
Tenable Holdings, Inc.

Technology
-84.6K
- 48.77%
$38.98 - $47.15 $3.3M - $3.99M
88.8K $3.6M
PCAR
Paccar Inc

Industrials
-34.2K
- 29.69%
$91.64 - $109.98 $3.13M - $3.76M
81K $7.99M
BSX
Boston Scientific Corp

Healthcare
-65.9K
- 25.83%
$72.96 - $84.0 $4.81M - $5.54M
189K $15.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-27.2K
- 34.47%
$138.85 - $182.81 $3.78M - $4.98M
51.8K $9.19M
SMAR
Smartsheet Inc

Technology
-70.6K
- 85.19%
$42.95 - $55.46 $3.03M - $3.91M
12.3K $678K
MSFT
Microsoft Corp

Technology
-4.43K
- 10.41%
$395.15 - $467.56 $1.75M - $2.07M
38.1K $16.4M
SPGI
S&P Global Inc.

Financial Services
-4.21K
- 61.61%
$446.32 - $527.38 $1.88M - $2.22M
2.62K $1.35M
THC
Tenet Healthcare Corp

Healthcare
-20.9K
- 31.44%
$129.27 - $168.03 $2.71M - $3.52M
45.6K $7.58M
ROP
Roper Technologies Inc

Industrials
-1.06K
- 2.58%
$515.25 - $576.55 $546K - $611K
40.1K $22.3M
MAR
Marriott International Inc

Consumer Cyclical
-2.04K
- 41.53%
$211.35 - $255.11 $431K - $521K
2.87K $714K
AAPL
Apple Inc.

Technology
-2.73K
- 32.94%
$207.23 - $234.82 $566K - $641K
5.56K $1.29M
AXP
American Express CO

Financial Services
-2.89K
- 34.09%
$225.92 - $271.17 $652K - $782K
5.58K $1.51M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.68K
- 14.82%
$236.42 - $259.82 $398K - $437K
9.66K $2.49M
CG
Carlyle Group Inc.

Financial Services
-43.2K
- 8.38%
$37.24 - $49.74 $1.61M - $2.15M
472K $20.3M
KLAC
Kla Corp

Technology
-324
- 33.86%
$696.17 - $892.35 $226K - $289K
633 $489K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.59K
- 25.71%
$136.06 - $155.24 $216K - $246K
4.58K $689K
WMT
Walmart Inc.

Consumer Defensive
-4.29K
- 32.61%
$66.91 - $81.4 $287K - $350K
8.88K $716K
SKX
Skechers Usa Inc

Consumer Cyclical
-2.39K
- 41.12%
$59.45 - $70.15 $142K - $167K
3.42K $228K
DOCU
Docusign, Inc.

Technology
-14.6K
- 16.98%
$49.73 - $62.53 $728K - $915K
71.6K $4.44M
WCN
Waste Connections, Inc.

Industrials
-1.66K
- 3.91%
$173.92 - $186.5 $289K - $309K
40.8K $7.3M
UBER
Uber Technologies, Inc

Technology
-7.99K
- 4.32%
$58.48 - $77.47 $467K - $619K
177K $13.3M
NTRA
Natera, Inc.

Healthcare
-3.23K
- 19.62%
$97.75 - $129.67 $316K - $419K
13.2K $1.68M
HEIA
Heico Crp Cl A
-46.4K
- 36.55%
N/A
80.5K $0
PG
Procter & Gamble CO

Consumer Defensive
-105
- 1.71%
$160.76 - $177.82 $16.9K - $18.7K
6.02K $1.04M
LNTH
Lantheus Holdings, Inc.

Healthcare
-6.35K
- 25.18%
$77.7 - $123.62 $494K - $785K
18.9K $2.07M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-206
- 1.84%
$72.22 - $81.88 $14.9K - $16.9K
11K $863K
USFD
Us Foods Holding Corp.

Consumer Defensive
-288
- 1.85%
$50.06 - $62.82 $14.4K - $18.1K
15.3K $939K
BDX
Becton Dickinson & CO

Healthcare
-713
- 1.59%
$221.47 - $242.41 $158K - $173K
44.2K $10.7M
WDAY
Workday, Inc.

Technology
-228
- 1.74%
$207.75 - $264.68 $47.4K - $60.3K
12.8K $3.14M
SHW
Sherwin Williams CO

Basic Materials
-52
- 1.7%
$294.65 - $384.0 $15.3K - $20K
3.01K $1.15M
META
Meta Platforms, Inc.

Communication Services
-1.32K
- 8.38%
$453.41 - $572.44 $599K - $757K
14.5K $8.28M
CLH
Clean Harbors Inc

Industrials
-541
- 1.59%
$219.55 - $249.19 $119K - $135K
33.5K $8.1M
IR
Ingersoll Rand Inc.

Industrials
-1.47K
- 1.67%
$86.9 - $100.4 $127K - $147K
86.5K $8.49M
GPN
Global Payments Inc

Industrials
-2.28K
- 1.66%
$92.66 - $112.97 $211K - $257K
135K $13.8M
MDT
Medtronic PLC

Healthcare
-1.6K
- 1.58%
$76.84 - $91.03 $123K - $145K
99.3K $8.94M
HCA
Hca Healthcare, Inc.

Healthcare
-203
- 1.59%
$315.12 - $406.43 $64K - $82.5K
12.5K $5.1M
GMED
Globus Medical Inc

Healthcare
-1.6K
- 0.42%
$67.08 - $73.92 $107K - $118K
379K $27.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-941
- 1.59%
$178.41 - $210.18 $168K - $198K
58.3K $11.6M
PTLO
Portillo'S Inc.

Consumer Cyclical
-9.59K
- 1.59%
$8.88 - $13.54 $85.2K - $130K
594K $8.02M
Activity Summary
Buys All Purchases 18 New Holdings 7 Increased Positions 11 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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