Sirios Capital Management L P Reduced Holdings in Q1 2025

Sirios Capital Management L P

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-36.2K
- 24.02%
$190.26 - $242.06 $6.89M - $8.77M
115K $21.8M
UBER
Uber Technologies, Inc

Technology
-166K
- 97.08%
$63.17 - $81.49 $10.5M - $13.5M
4.98K $363K
MSFT
Microsoft Corp

Technology
-17.7K
- 47.08%
$375.39 - $447.2 $6.65M - $7.92M
19.9K $7.48M
GE
General Electric CO

Industrials
-61.2K
- 50.89%
$168.59 - $212.13 $10.3M - $13M
59K $11.8M
PCAR
Paccar Inc

Industrials
-73.6K
- 93.63%
$96.91 - $112.51 $7.13M - $8.28M
5.01K $488K
ADBE
Adobe Inc.

Technology
-14.3K
- 75.96%
$377.84 - $464.11 $5.41M - $6.65M
4.53K $1.74M
BSX
Boston Scientific Corp

Healthcare
-70.2K
- 38.17%
$89.38 - $106.18 $6.27M - $7.45M
114K $11.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-17K
- 58.54%
$203.38 - $274.79 $3.46M - $4.67M
12K $2.47M
ABT
Abbott Laboratories

Healthcare
-34.8K
- 53.68%
$111.1 - $140.22 $3.87M - $4.88M
30K $3.98M
WCN
Waste Connections, Inc.

Industrials
-21.1K
- 53.29%
$169.89 - $195.19 $3.59M - $4.12M
18.5K $3.61M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-1.92K
- 60.92%
$228.41 - $293.71 $439K - $565K
1.23K $293K
YOU
Clear Secure, Inc.

Technology
-19.4K
- 23.92%
$22.12 - $27.62 $429K - $536K
61.7K $1.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.08K
- 15.47%
$161.05 - $222.93 $174K - $241K
5.9K $1.08M
WMT
Walmart Inc.

Consumer Defensive
-4.85K
- 43.15%
$84.5 - $105.05 $410K - $510K
6.4K $561K
MAR
Marriott International Inc

Consumer Cyclical
-1.24K
- 35.57%
$237.01 - $304.45 $294K - $377K
2.24K $534K
LNTH
Lantheus Holdings, Inc.

Healthcare
-6K
- 25.86%
$78.23 - $110.01 $469K - $660K
17.2K $1.68M
META
Meta Platforms, Inc.

Communication Services
-221
- 1.58%
$576.36 - $736.67 $127K - $163K
13.8K $7.94M
PD
Pager Duty, Inc.

Technology
-16.5K
- 9.53%
$15.61 - $19.68 $257K - $324K
156K $2.86M
AMT
American Tower Corp

Real Estate
-2.42K
- 25.11%
$173.46 - $217.6 $419K - $526K
7.2K $1.57M
SHW
Sherwin Williams CO

Basic Materials
-538
- 29.51%
$330.16 - $365.55 $178K - $197K
1.29K $448K
HEIA
Heico Crp Cl A
-177
- 0.18%
N/A
96K $0
Flutter Entmt PLC
-677
- 32.55%
N/A
1.4K $0
Kenvue Inc
-1.57K
- 7.92%
N/A
18.2K $0
LLY
Eli Lilly & CO

Healthcare
-700
- 4.55%
$725.72 - $929.72 $508K - $651K
14.7K $12.1M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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