# EDGAR Filing Document

**Accession Number:** 0001104883
**File Stem:** 0001104883-23-000002
**Filing Date:** 2023-2
**Character Count:** 8707
**Document Hash:** 00ebcde8141397777ee1d4aa08d9227e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104883-23-000002.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001104883-23-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SIRIOS CAPITAL MANAGEMENT L P
- **CENTRAL INDEX KEY:** 0001104883
- **IRS NUMBER:** 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:** 23624875

**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:** 12-31-2022

**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  02-14-2023<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:** 54

**Form 13F Information Table Value Total:** $542873

      (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 |  | 24771 | 225623 | SH |  | OTR | 1 | 0 | 225623 | 0 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 |  | 12012 | 156911 | SH |  | OTR | 1 | 0 | 156911 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 24227 | 71990 | SH |  | OTR | 1 | 0 | 71990 | 0 |
| AGILON HEALTH INC | COM | 00857U107 |  | 650 | 40286 | SH |  | OTR | 1 | 0 | 40286 | 0 |
| ALCON AG (NYS) | COM | H01301128 |  | 40092 | 584854 | SH |  | OTR | 1 | 0 | 584854 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 23638 | 159985 | SH |  | OTR | 1 | 0 | 159985 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 17872 | 108957 | SH |  | OTR | 1 | 0 | 108957 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 25653 | 554412 | SH |  | OTR | 1 | 0 | 554412 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 14652 | 63223 | SH |  | OTR | 1 | 0 | 63223 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 1672 | 12896 | SH |  | OTR | 1 | 0 | 12896 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 8690 | 32742 | SH |  | OTR | 1 | 0 | 32742 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1545 | 22512 | SH |  | OTR | 1 | 0 | 22512 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 13252 | 84434 | SH |  | OTR | 1 | 0 | 84434 | 0 |
| GOLAR LNG LTD | SHS | G9456A100 |  | 3936 | 172704 | SH |  | OTR | 1 | 0 | 172704 | 0 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 |  | 321 | 14431 | SH |  | OTR | 1 | 0 | 14431 | 0 |
| HALLIBURTON CO | COM | 406216101 |  | 3353 | 85217 | SH |  | OTR | 1 | 0 | 85217 | 0 |
| HEICO CORP NEW | CL A | 422806208 |  | 4910 | 40968 | SH |  | OTR | 1 | 0 | 40968 | 0 |
| HESS CORP | COM | 42809H107 |  | 2053 | 14477 | SH |  | OTR | 1 | 0 | 14477 | 0 |
| INTUIT | COM | 461202103 |  | 2282 | 5863 | SH |  | OTR | 1 | 0 | 5863 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 3780 | 59062 | SH |  | OTR | 1 | 0 | 59062 | 0 |
| KEYCORP | COM | 493267108 |  | 7610 | 436840 | SH |  | OTR | 1 | 0 | 436840 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 8050 | 47054 | SH |  | OTR | 1 | 0 | 47054 | 0 |
| LANTHEUS HLDGS INC | COM | 516544103 |  | 3752 | 73635 | SH |  | OTR | 1 | 0 | 73635 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 14646 | 40035 | SH |  | OTR | 1 | 0 | 40035 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 16381 | 75779 | SH |  | OTR | 1 | 0 | 75779 | 0 |
| MASTEC INC | COM | 576323109 |  | 990 | 11605 | SH |  | OTR | 1 | 0 | 11605 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1707 | 21962 | SH |  | OTR | 1 | 0 | 21962 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 9460 | 39446 | SH |  | OTR | 1 | 0 | 39446 | 0 |
| NABORS INDUSTRIES LTD | SHS | G6359F137 |  | 16797 | 108460 | SH |  | OTR | 1 | 0 | 108460 | 0 |
| NATERA INC | COM | 632307104 |  | 542 | 13490 | SH |  | OTR | 1 | 0 | 13490 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1564 | 18712 | SH |  | OTR | 1 | 0 | 18712 | 0 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 |  | 13172 | 1076183 | SH |  | OTR | 1 | 0 | 1076183 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 3459 | 54909 | SH |  | OTR | 1 | 0 | 54909 | 0 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 |  | 3065 | 101877 | SH |  | OTR | 1 | 0 | 101877 | 0 |
| PACCAR INC | COM | 693718108 |  | 11333 | 114510 | SH |  | OTR | 1 | 0 | 114510 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2162 | 15491 | SH |  | OTR | 1 | 0 | 15491 | 0 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 |  | 3143 | 186623 | SH |  | OTR | 1 | 0 | 186623 | 0 |
| PFIZER INC | COM | 717081103 |  | 8902 | 173737 | SH |  | OTR | 1 | 0 | 173737 | 0 |
| PTC INC | COM | 69370C100 |  | 662 | 5516 | SH |  | OTR | 1 | 0 | 5516 | 0 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 2338 | 108444 | SH |  | OTR | 1 | 0 | 108444 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 37852 | 87602 | SH |  | OTR | 1 | 0 | 87602 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 11114 | 207901 | SH |  | OTR | 1 | 0 | 207901 | 0 |
| SILGAN HOLDINGS INC | COM | 827048109 |  | 2474 | 47723 | SH |  | OTR | 1 | 0 | 47723 | 0 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 22991 | 682819 | SH |  | OTR | 1 | 0 | 682819 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 39716 | 118576 | SH |  | OTR | 1 | 0 | 118576 | 0 |
| SPLUNK INC | COM | 848637104 |  | 5944 | 69040 | SH |  | OTR | 1 | 0 | 69040 | 0 |
| TENABLE HLDGS INC | COM | 88025T102 |  | 1899 | 49775 | SH |  | OTR | 1 | 0 | 49775 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 7696 | 46582 | SH |  | OTR | 1 | 0 | 46582 | 0 |
| TRANSOCEAN LTD | REG SHS | H8817H100 |  | 359 | 78646 | SH |  | OTR | 1 | 0 | 78646 | 0 |
| VERRA MOBILITY CORP | CL A COM STK | 92511U102 |  | 2257 | 163223 | SH |  | OTR | 1 | 0 | 163223 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 1895 | 10824 | SH |  | OTR | 1 | 0 | 10824 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 3869 | 29189 | SH |  | OTR | 1 | 0 | 29189 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 32536 | 787991 | SH |  | OTR | 1 | 0 | 787991 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 13175 | 78737 | SH |  | OTR | 1 | 0 | 78737 | 0 |

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