# EDGAR Filing Document

**Accession Number:** 0001104883
**File Stem:** 0001104883-25-000011
**Filing Date:** 2025-8
**Character Count:** 28896
**Document Hash:** 65005c73c23768d30b7b89f7b1a1c1ca
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104883-25-000011.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001104883-25-000011

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SIRIOS CAPITAL MANAGEMENT L P
- **CENTRAL INDEX KEY:** 0001104883

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05369
- **FILM NUMBER:** 251261643

**BUSINESS ADDRESS:**
- **STREET 1:** ONE INTERNATIONAL PLACE
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110-2649
- **BUSINESS PHONE:** 617-598-5100

**MAIL ADDRESS:**
- **STREET 1:** ONE INTERNATIONAL PLACE
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110-2649

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001104883

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** SIRIOS CAPITAL MANAGEMENT L P

**Address:** ONE INTERNATIONAL PLACE, BOSTON, MA 02110-2649

**Telephone number:** 617-598-5100

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-05369

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Constellation Brands, Inc.      | 21036P108 | 07/17/2024     | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                            | SECTION 14A SAY-ON-PAY VOTES |          29647 |                0 | FOR         |                                    29647 | FOR                         |  |
| The Procter  Gamble Company     | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           6164 |                0 | FOR         |                                     6164 | FOR                         |  |
| Medtronic Plc                   | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation;                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         101462 |                0 | FOR         |                                   101462 | FOR                         |  |
| KLA Corporation                 | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            645 |                0 | FOR         |                                      645 | FOR                         |  |
| Smartsheet Inc.                 | 83200N103 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger.              | SECTION 14A SAY-ON-PAY VOTES |          12261 |                0 | FOR         |                                    12261 | FOR                         |  |
| Microsoft Corporation           | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          38788 |                0 | FOR         |                                    38788 | FOR                         |  |
| D.R. Horton, Inc.               | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2233 |                0 | FOR         |                                     2233 | FOR                         |  |
| Becton, Dickinson and Company   | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          44091 |                0 | FOR         |                                    44091 | FOR                         |  |
| Apple Inc.                      | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5372 |                0 | FOR         |                                     5372 | FOR                         |  |
| HEICO Corporation               | 422806208 | 03/14/2025     | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          97938 |                0 | FOR         |                                    97938 | FOR                         |  |
| The Sherwin-Williams Company    | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1275 |                0 | FOR         |                                     1275 | FOR                         |  |
| Texas Instruments Incorporated  | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          15617 |                0 | FOR         |                                    15617 | FOR                         |  |
| Broadcom Inc.                   | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          77926 |                0 | FOR         |                                    77926 | FOR                         |  |
| Adobe Inc.                      | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           6175 |                0 | FOR         |                                     6175 | FOR                         |  |
| Bank of America Corporation     | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          49992 |                0 | AGAINST     |                                    49992 | AGAINST                     |  |
| Eaton Corporation plc           | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          28110 |                0 | FOR         |                                    28110 | FOR                         |  |
| Global Payments Inc.            | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         173662 |                0 | FOR         |                                   173662 | FOR                         |  |
| HCA Healthcare, Inc.            | 40412C101 | 04/24/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          26830 |                0 | FOR         |                                    26830 | FOR                         |  |
| Abbott Laboratories             | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          30102 |                0 | FOR         |                                    30102 | FOR                         |  |
| American Express Company        | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           5419 |                0 | FOR         |                                     5419 | FOR                         |  |
| PACCAR Inc                      | 693718108 | 04/29/2025     | Advisory resolution to approve executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          78901 |                0 | FOR         |                                    78901 | FOR                         |  |
| Wells Fargo  Company            | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         128760 |                0 | FOR         |                                   128760 | FOR                         |  |
| Vistra Corp.                    | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers;                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         116816 |                0 | FOR         |                                   116816 | FOR                         |  |
| Boston Scientific Corporation   | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         114018 |                0 | FOR         |                                   114018 | FOR                         |  |
| Lantheus Holdings, Inc.         | 516544103 | 05/01/2025     | The approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          19904 |                0 | FOR         |                                    19904 | FOR                         |  |
| Eli Lilly and Company           | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          14680 |                0 | FOR         |                                    14680 | FOR                         |  |
| Uber Technologies, Inc.         | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          18304 |                0 | FOR         |                                    18304 | FOR                         |  |
| GE Aerospace                    | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         120066 |                0 | FOR         |                                   120066 | FOR                         |  |
| DexCom, Inc.                    | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                                                                     | SECTION 14A SAY-ON-PAY VOTES |          98941 |                0 | FOR         |                                    98941 | FOR                         |  |
| Union Pacific Corporation       | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          18816 |                0 | FOR         |                                    18816 | FOR                         |  |
| Marriott International, Inc.    | 571903202 | 05/09/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2260 |                0 | FOR         |                                     2260 | FOR                         |  |
| American Tower Corporation      | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          10200 |                0 | FOR         |                                    10200 | FOR                         |  |
| GE Vernova, Inc.                | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         202657 |                0 | FOR         |                                   202657 | FOR                         |  |
| GE Vernova, Inc.                | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         202657 |                0 | ONE YEAR    |                                   202657 | FOR                         |  |
| Waste Connections, Inc.         | 94106B101 | 05/16/2025     | Say-on-Pay - Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.                                           | SECTION 14A SAY-ON-PAY VOTES |          18652 |                0 | FOR         |                                    18652 | FOR                         |  |
| Burlington Stores, Inc.         | 122017106 | 05/20/2025     | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1233 |                0 | FOR         |                                     1233 | FOR                         |  |
| Amazon.com, Inc.                | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         115305 |                0 | FOR         |                                   115305 | FOR                         |  |
| Clean Harbors, Inc.             | 184496107 | 05/21/2025     | To approve on a non-binding advisory basis, the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.                                            | SECTION 14A SAY-ON-PAY VOTES |          59029 |                0 | FOR         |                                    59029 | FOR                         |  |
| Old Dominion Freight Line, Inc. | 679580100 | 05/21/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          57004 |                0 | FOR         |                                    57004 | FOR                         |  |
| Kenvue Inc.                     | 49177J102 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of Kenvue Inc.'s named executive officers.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          18352 |                0 | FOR         |                                    18352 | FOR                         |  |
| Tenet Healthcare Corporation    | 88033G407 | 05/22/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          99283 |                0 | FOR         |                                    99283 | FOR                         |  |
| US Foods Holding Corp.          | 912008109 | 05/22/2025     | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          34502 |                0 | FOR         |                                    34502 | FOR                         |  |
| Meta Platforms, Inc.            | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |          13779 |                0 | AGAINST     |                                    13779 | AGAINST                     |  |
| Meta Platforms, Inc.            | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |          13779 |                0 | ONE YEAR    |                                    13779 | AGAINST                     |  |
| Royal Caribbean Cruises Ltd.    | V7780T103 | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          12000 |                0 | FOR         |                                    12000 | FOR                         |  |
| DocuSign, Inc.                  | 256163106 | 05/29/2025     | Approval, on an advisory basis, of our named executive officers' compensation                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          16181 |                0 | AGAINST     |                                    16181 | AGAINST                     |  |
| The Carlyle Group Inc.          | 14316J108 | 05/29/2025     | Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay")                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         465709 |                0 | FOR         |                                   465709 | FOR                         |  |
| Globus Medical, Inc.            | 379577208 | 06/04/2025     | To approve, in an advisory vote, the compensation of the Company's named executive officers (the Say-on-Pay Vote).                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         452860 |                0 | FOR         |                                   452860 | FOR                         |  |
| Globus Medical, Inc.            | 379577208 | 06/04/2025     | To approve, in an advisory vote, the frequency of the approval, on an advisory basis, of the compensation of our named executive officers (the Frequency Vote).                                             | SECTION 14A SAY-ON-PAY VOTES |         452860 |                0 | ONE YEAR    |                                   452860 | FOR                         |  |
| Workday, Inc.                   | 98138H101 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           8602 |                0 | FOR         |                                     8602 | FOR                         |  |
| Annexon, Inc.                   | 03589W102 | 06/05/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         768686 |                0 | FOR         |                                   768686 | FOR                         |  |
| Clear Secure, Inc.              | 18467V109 | 06/05/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          61493 |                0 | FOR         |                                    61493 | FOR                         |  |
| Walmart Inc.                    | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           6369 |                0 | FOR         |                                     6369 | FOR                         |  |
| Roper Technologies, Inc.        | 776696106 | 06/10/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          39074 |                0 | FOR         |                                    39074 | FOR                         |  |
| Monolithic Power Systems, Inc.  | 609839105 | 06/12/2025     | Approve, on an advisory basis, the 2024 executive compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3378 |                0 | FOR         |                                     3378 | FOR                         |  |
| Natera, Inc.                    | 632307104 | 06/12/2025     | To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement.                                                            | SECTION 14A SAY-ON-PAY VOTES |          14964 |                0 | FOR         |                                    14964 | FOR                         |  |
| NVIDIA Corporation              | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         139030 |                0 | FOR         |                                   139030 | FOR                         |  |
| PagerDuty, Inc.                 | 69553P100 | 06/26/2025     | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         155933 |                0 | AGAINST     |                                   155933 | AGAINST                     |  |
| The Kroger Co.                  | 501044101 | 06/26/2025     | Approval, on an advisory basis, of Kroger's executive compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          31907 |                0 | FOR         |                                    31907 | FOR                         |  |
| UiPath, Inc.                    | 90364P105 | 06/26/2025     | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote").                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         240915 |                0 | FOR         |                                   240915 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** SIRIOS CAPITAL MANAGEMENT L P

**By (Signature):** John F. Brennan, Jr.

**By (Printed Signature):** John F. Brennan, Jr.

**By (Title):** Managing Director of Sirios Capital Management LP

**Date:** 08/27/2025