Sirios Capital Management Holdings in 4th Quarter: 13F Alert

The following is an analysis of Sirios Capital Management LP as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Comerica Inc                 CMA US        45,898,959    1,512,820       32,800
Clearwire Corp-Class A       CLWR US       37,989,356   13,145,106  -28,039,085
KeyCorp                      KEY US        35,890,157    4,262,489     -547,950
Whirlpool Corp               WHR US        28,617,289      281,251      281,251
Apple Inc                    AAPL US       26,256,351       49,338       39,014
Dish Network Corp-A          DISH US       26,020,940      714,861      714,861
Sherwin-Williams Co/The      SHW US        25,319,541      164,605      -75,288
MetroPCS Communications Inc  PCS US        22,277,926    2,241,240    2,241,240
JPMorgan Chase & Co          JPM US        21,883,861      497,710      100,540
McGraw-Hill Companies Inc    MHP US        20,023,052      366,253      130,390
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Whirlpool Corp               WHR US        28,617,289      281,251      281,251
Dish Network Corp-A          DISH US       26,020,940      714,861      714,861
MetroPCS Communications Inc  PCS US        22,277,926    2,241,240    2,241,240
Realogy Holdings Corp        RLGY US       14,929,032      355,792      355,792
QUALCOMM Inc                 QCOM US       14,004,395      226,390      226,390
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Limited Brands Inc           LTD US       -19,738,039            0     -400,691
Ameristar Casinos Inc        ASCA US       -5,269,334            0     -296,030
Michael Kors Holdings Ltd    KORS US       -4,850,016            0      -91,200
First American Financial     FAF US        -4,371,922            0     -201,750
Coach Inc                    COH US        -2,768,508            0      -49,420
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US       19,369,159       49,338       39,014
McGraw-Hill Companies Inc    MHP US         7,147,291      366,253      130,390
JPMorgan Chase & Co          JPM US         5,806,419      497,710      100,540
PacWest Bancorp              PACW US        4,193,918      233,990      165,440
Bank of America Corp         BAC US         3,825,376    1,353,610        7,060
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Nielsen Holdings NV          NLSN US      -18,602,814      305,183     -626,717
Clearwire Corp-Class A       CLWR US      -17,197,460   13,145,106  -28,039,085
Sherwin-Williams Co/The      SHW US       -10,402,926      164,605      -75,288
Universal Health Services-B  UHS US        -8,397,535      255,373     -198,264
Dunkin' Brands Group Inc     DNKN US       -7,773,812       70,009     -275,828
 
 
SOURCE: SEC 13F-HR 
FILER: Sirios Capital Management LP 
QUARTER ENDED: 12/31/2012 
SEC RECEIVED: 02/14/2013 

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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