# EDGAR Filing Document

**Accession Number:** 0001104883
**File Stem:** 0001104883-26-000003
**Filing Date:** 2026-2
**Character Count:** 10773
**Document Hash:** 1fd30b0a7e8cd040ecc23d92154ea37f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104883-26-000003.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0001104883-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**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:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05369
- **FILM NUMBER:** 26630010

**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 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SIRIOS CAPITAL MANAGEMENT L P<br>**Address:** ONE INTERNATIONAL PLACE<br>BOSTON, MA 02110-2649

**Form 13F File Number:** 028-05369

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John F. Brennan Jr.<br>**Title:** Managing Director of Sirios Capital Management LP<br>**Phone:** 617-598-5100

**Signature, Place, and Date of Signing:**

/s/ John F. Brennan Jr.  Boston, MA  02-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 74

**Form 13F Information Table Value Total:** $803321558

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 11333358 | 90457 | SH |  | OTR | 1 | 0 | 90457 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 381254 | 1421 | SH |  | OTR | 1 | 0 | 1421 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 15114984 | 70578 | SH |  | OTR | 1 | 0 | 70578 | 0 |
| ALCON AG (NYS) | COM | H01301128 |  | 15874935 | 201433 | SH |  | OTR | 1 | 0 | 201433 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 17327993 | 55361 | SH |  | OTR | 1 | 0 | 55361 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 31000973 | 134308 | SH |  | OTR | 1 | 0 | 134308 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 12414180 | 45775 | SH |  | OTR | 1 | 0 | 45775 | 0 |
| ANNEXON INC | COM | 03589W102 |  | 3565485 | 710256 | SH |  | OTR | 1 | 0 | 710256 | 0 |
| APPLE INC | COM | 037833100 |  | 1270674 | 4674 | SH |  | OTR | 1 | 0 | 4674 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 3857677 | 15011 | SH |  | OTR | 1 | 0 | 15011 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 3486560 | 63392 | SH |  | OTR | 1 | 0 | 63392 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 8219265 | 86201 | SH |  | OTR | 1 | 0 | 86201 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 5684693 | 16425 | SH |  | OTR | 1 | 0 | 16425 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 1178219 | 4079 | SH |  | OTR | 1 | 0 | 4079 | 0 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 25644992 | 433852 | SH |  | OTR | 1 | 0 | 433852 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 11938934 | 225945 | SH |  | OTR | 1 | 0 | 225945 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 936788 | 3169 | SH |  | OTR | 1 | 0 | 3169 | 0 |
| CLEAN HARBORS INC | COM | 184496107 |  | 18284750 | 77980 | SH |  | OTR | 1 | 0 | 77980 | 0 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 605967 | 6681 | SH |  | OTR | 1 | 0 | 6681 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 2717080 | 19980 | SH |  | OTR | 1 | 0 | 19980 | 0 |
| DEXCOM INC | COM | 252131107 |  | 28602019 | 430948 | SH |  | OTR | 1 | 0 | 430948 | 0 |
| DOCUSIGN INC | COM | 256163106 |  | 3084088 | 45089 | SH |  | OTR | 1 | 0 | 45089 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 9999771 | 44153 | SH |  | OTR | 1 | 0 | 44153 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 8925606 | 28023 | SH |  | OTR | 1 | 0 | 28023 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 11020843 | 10255 | SH |  | OTR | 1 | 0 | 10255 | 0 |
| EPAM SYS INC | COM | 29414B104 |  | 1191172 | 5814 | SH |  | OTR | 1 | 0 | 5814 | 0 |
| EXACT SCIENCES CORP | COM | 30063P105 |  | 11618667 | 114402 | SH |  | OTR | 1 | 0 | 114402 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 12250353 | 39770 | SH |  | OTR | 1 | 0 | 39770 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 105028045 | 160699 | SH |  | OTR | 1 | 0 | 160699 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 15471176 | 199886 | SH |  | OTR | 1 | 0 | 199886 | 0 |
| GLOBUS MED INC | CL A | 379577208 |  | 30852997 | 353373 | SH |  | OTR | 1 | 0 | 353373 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 5631265 | 12062 | SH |  | OTR | 1 | 0 | 12062 | 0 |
| HEICO CORP NEW | CL A | 422806208 |  | 22910547 | 90760 | SH |  | OTR | 1 | 0 | 90760 | 0 |
| HERSHEY CO | COM | 427866108 |  | 1406159 | 7727 | SH |  | OTR | 1 | 0 | 7727 | 0 |
| HYATT HOTELS CORP | COM CL A | 448579102 |  | 2193017 | 13679 | SH |  | OTR | 1 | 0 | 13679 | 0 |
| JFROG LTD | ORD SHS | M6191J100 |  | 2603895 | 41689 | SH |  | OTR | 1 | 0 | 41689 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 6883793 | 53999 | SH |  | OTR | 1 | 0 | 53999 | 0 |
| LEVI STRAUSS  CO NEW | CL A COM STK | 52736R102 |  | 981666 | 47332 | SH |  | OTR | 1 | 0 | 47332 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 5807019 | 60452 | SH |  | OTR | 1 | 0 | 60452 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 23257611 | 35234 | SH |  | OTR | 1 | 0 | 35234 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 29957841 | 61945 | SH |  | OTR | 1 | 0 | 61945 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 2233271 | 2464 | SH |  | OTR | 1 | 0 | 2464 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 2336595 | 30476 | SH |  | OTR | 1 | 0 | 30476 | 0 |
| NATERA INC | COM | 632307104 |  | 1471903 | 6425 | SH |  | OTR | 1 | 0 | 6425 | 0 |
| NIKE INC | CL B | 654106103 |  | 821286 | 12891 | SH |  | OTR | 1 | 0 | 12891 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7146494 | 38319 | SH |  | OTR | 1 | 0 | 38319 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 18273629 | 116541 | SH |  | OTR | 1 | 0 | 116541 | 0 |
| ONTO INNOVATION INC | COM | 683344105 |  | 18209940 | 115355 | SH |  | OTR | 1 | 0 | 115355 | 0 |
| PAGERDUTY INC | COM | 69553P100 |  | 2122024 | 161863 | SH |  | OTR | 1 | 0 | 161863 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 4180334 | 4756 | SH |  | OTR | 1 | 0 | 4756 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 15557899 | 74536 | SH |  | OTR | 1 | 0 | 74536 | 0 |
| POTLATCHDELTIC CORPORATION | COM | 737630103 |  | 8817038 | 221645 | SH |  | OTR | 1 | 0 | 221645 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 781613 | 5454 | SH |  | OTR | 1 | 0 | 5454 | 0 |
| RINGCENTRAL INC | CL A | 76680R206 |  | 3371422 | 116739 | SH |  | OTR | 1 | 0 | 116739 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 27930127 | 62746 | SH |  | OTR | 1 | 0 | 62746 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 947491 | 3397 | SH |  | OTR | 1 | 0 | 3397 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1625010 | 5015 | SH |  | OTR | 1 | 0 | 5015 | 0 |
| SURGERY PARTNERS INC | COM | 86881A100 |  | 790824 | 51186 | SH |  | OTR | 1 | 0 | 51186 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 48645192 | 160075 | SH |  | OTR | 1 | 0 | 160075 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 5933639 | 46440 | SH |  | OTR | 1 | 0 | 46440 | 0 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 |  | 9747415 | 49051 | SH |  | OTR | 1 | 0 | 49051 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 10206243 | 58829 | SH |  | OTR | 1 | 0 | 58829 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 2746116 | 13525 | SH |  | OTR | 1 | 0 | 13525 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1063129 | 13011 | SH |  | OTR | 1 | 0 | 13011 | 0 |
| UIPATH INC | CL A | 90364P105 |  | 286317 | 17469 | SH |  | OTR | 1 | 0 | 17469 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 1422379 | 2351 | SH |  | OTR | 1 | 0 | 2351 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 16723742 | 72297 | SH |  | OTR | 1 | 0 | 72297 | 0 |
| US FOODS HLDG CORP | COM | 912008109 |  | 2455809 | 32605 | SH |  | OTR | 1 | 0 | 32605 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 |  | 2747149 | 154161 | SH |  | OTR | 1 | 0 | 154161 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 7754972 | 48069 | SH |  | OTR | 1 | 0 | 48069 | 0 |
| WALMART INC | COM | 931142103 |  | 1805399 | 16205 | SH |  | OTR | 1 | 0 | 16205 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 13242310 | 75515 | SH |  | OTR | 1 | 0 | 75515 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 30235198 | 324412 | SH |  | OTR | 1 | 0 | 324412 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 1173338 | 9751 | SH |  | OTR | 1 | 0 | 9751 | 0 |

---