Sirios Capital Management L P (1104883) Portfolio


Number of Companies: 49
Inflow: $371,932 K
Outflow: $-831,036 K
Net Flow: $-459,103 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 1,060,421 New Holding 1,060,421 $73.55 $77,993 $77,993
646 5 Netapp Inc (NTAP) Computer Hardware And Storage 2,489,373 New Holding 2,489,373 $24.59 $61,213 $61,213
2228 21 Vmware Inc-Class A (VMW) Infrastructure Software 648,629 New Holding 648,629 $57.22 $37,114 $37,114
2976 33 Oracle Corp (ORCL) Infrastructure Software 1,679,070 Added More 853,951 $40.93 $34,952 $68,724
337 10 Verint Systems Inc (VRNT) Application Software 971,201 New Holding 971,201 $33.13 $32,175 $32,175
3025 1 Fedex Corp (FDX) Courier Services 584,862 Added More 139,235 $151.78 $21,133 $88,770
2514 18 Affiliated Managers Group (AMG) Investment Management 471,725 Added More 145,196 $140.77 $20,439 $66,404
3068 39 Mcdonalds Corp (MCD) Restaurants 433,049 Added More 118,701 $120.34 $14,284 $52,113
13 1 Acadia Healthcare Co Inc (ACHC) Health Care Facilities 846,028 Added More 239,601 $55.40 $13,273 $46,869
2518 254 Fifth Third Bancorp (FITB) Banks 607,882 New Holding 607,882 $17.59 $10,692 $10,692
801 5 Discovery Communications-A (DISCA) Entertainment Content 906,722 Added More 317,705 $25.23 $8,015 $22,876
2509 253 Hdfc Bank Ltd (HDB) Banks 172,321 Added More 109,568 $66.35 $7,269 $11,433
2776 74 Apache Corp (APA) Exploration And Production 117,787 New Holding 117,787 $55.67 $6,557 $6,557
2356 53 Synaptics Inc (SYNA) Semiconductor Devices 104,292 New Holding 104,292 $53.75 $5,605 $5,605
2973 23 Constellation Brands Inc-A (STZ) Beverages 754,530 Added More 33,121 $165.40 $5,478 $124,799
911 5 Brookdale Senior Living Inc (BKD) Health Care Facilities 353,123 New Holding 353,123 $15.44 $5,452 $5,452
1984 16 Rackspace Hosting Inc (RAX) Infrastructure Software 1,518,458 Added More 225,792 $20.86 $4,710 $31,675
2580 8 Discovery Communications-C (DISCK) Entertainment Content 498,936 Added More 134,346 $23.85 $3,204 $11,899
3053 58 Biogen Inc (BIIB) Biotech 27,896 Added More 7,967 $241.82 $1,926 $6,745
2166 46 Radware Ltd (RDWR) Communications Equipment 1,564,059 Added More 22,653 $11.26 $255 $17,611
323 10 Mellanox Technologies Ltd (MLNX) Semiconductor Devices 137,189 Added More 3,847 $47.96 $184 $6,579
730 15 Colony Capital Inc - A (CLNY) Mortgage Finance 0 Sold All -57,016 $15.35 $-875 $0
204 7 Ambarella Inc (AMBA) Semiconductor Devices 42,190 Sold Some -26,633 $50.81 $-1,353 $2,143
193 1 Commvault Systems Inc (CVLT) Infrastructure Software 618,720 Sold Some -54,952 $43.19 $-2,373 $26,722
2946 21 Hca Holdings Inc (HCA) Health Care Facilities 492,216 Sold Some -36,245 $77.01 $-2,791 $37,905
2748 30 Lam Research Corp (LRCX) Semiconductor Mfg 0 Sold All -38,143 $84.06 $-3,206 $0
118 5 Bank Of The Ozarks (OZRK) Banks 1,576,631 Sold Some -93,963 $37.52 $-3,525 $59,155
2425 16 Invesco Ltd (IVZ) Investment Management 1,387,871 Sold Some -149,611 $25.54 $-3,821 $35,446
3006 19 Becton Dickinson And Co (BDX) Health Care Supplies 275,311 Sold Some -31,245 $169.59 $-5,298 $46,689
2919 19 Universal Health Services-B (UHS) Health Care Facilities 577,691 Sold Some -40,961 $134.10 $-5,492 $77,468
11 1 Western Digital Corp (WDC) Computer Hardware And Storage 1,271,142 Sold Some -139,241 $47.26 $-6,580 $60,074
418 3 Garmin Ltd (GRMN) Consumer Electronics 0 Sold All -413,977 $42.42 $-17,560 $0
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 0 Sold All -297,475 $62.14 $-18,485 $0
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 0 Sold All -783,903 $27.17 $-21,298 $0
3051 57 Gilead Sciences Inc (GILD) Biotech 575,405 Sold Some -290,633 $83.42 $-24,244 $48,000
2589 260 Western Alliance Bancorp (WAL) Banks 1,690,049 Sold Some -916,399 $32.65 $-29,920 $55,180
2301 247 Signature Bank (SBNY) Banks 189,710 Sold Some -254,881 $124.92 $-31,839 $23,698
2215 20 Symantec Corp (SYMC) Infrastructure Software 0 Sold All -1,605,273 $20.54 $-32,972 $0
2688 6 Realogy Holdings Corp (RLGY) Real Estate Services 0 Sold All -1,142,124 $29.02 $-33,144 $0
2966 39 Jm Smucker Cothe (SJM) Packaged Food 108,867 Sold Some -218,522 $152.41 $-33,304 $16,592
2827 39 Computer Sciences Corp (CSC) It Services 0 Sold All -857,362 $49.65 $-42,568 $0
2778 11 Bank Of America Corp (BAC) Diversified Banks 8,624,774 Sold Some -3,314,794 $13.27 $-43,987 $114,450
3074 26 Facebook Inc-A (FB) Internet Media 57,328 Sold Some -418,869 $114.28 $-47,868 $6,551
2625 13 Old Dominion Freight Line (ODFL) Trucking 0 Sold All -855,951 $60.31 $-51,622 $0
2837 2 Carnival Corp (CCL) Cruise Lines 0 Sold All -1,177,051 $44.20 $-52,025 $0
2903 31 Citrix Systems Inc (CTXS) Infrastructure Software 0 Sold All -774,577 $80.09 $-62,035 $0
3024 13 Time Warner Inc (TWX) Entertainment Content 1,757,472 Sold Some -861,086 $73.54 $-63,324 $129,244
607 2 Dish Network Corp-A (DISH) Cable And Satellite 1,401,904 Sold Some -1,370,770 $52.40 $-71,828 $73,459
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 431,999 Sold Some -400,746 $293.67 $-117,687 $126,865