Stock Taper

SIRIOS CAPITAL MANAGEMENT L P

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amer Sports, Inc.AS30.71K$1.04M
The Coca-Cola CompanyKO32.19K$2.62M
UniFirst CorporationUNF32.8K$8.67M
iRhythm Technologies, Inc.IRTC34.45K$4.1M
DoorDash, Inc.DASH34.75K$6.41M
The Carlyle Group Inc.CG37.12K$1.56M
Levi Strauss & Co.LEVI40.45K$1M
Tapestry, Inc.TPR43.24K$6.33M
Advanced Micro Devices, Inc.AMD44.86K$26.06M
The PNC Financial Services Group, Inc.PNC52.49K$12.92M
Onto Innovation Inc.ONTO52.59K$19.9M
Seacoast Banking Corporation of FloridaSBCF52.78K$1.76M
Accenture plcACN55.86K$6.95M
Clean Harbors, Inc.CLH58.55K$17.49M
Old Dominion Freight Line, Inc.ODFL63.92K$13.85M
Union Pacific CorporationUNP64.53K$17.55M
Extreme Networks, Inc.EXTR65.16K$2.11M
Bank of America CorporationBAC67.63K$3.85M
Medtronic plcMDT73.12K$5.72M
HEICO CorporationHEI-A80.5K$20.76M