Sirios Capital Management Holdings in 1st Quarter: 13F Alert

The following is an analysis of Sirios Capital Management LP as of Mar. 31, according to a filing with the U.S. Securities and Exchange Commission on May 15.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Clearwire Corp-Class A       CLWR US       49,174,893   15,177,436    2,032,330
Bank of America Corp         BAC US        46,695,684    3,833,800    2,480,190
Whirlpool Corp               WHR US        44,894,089      378,981       97,730
KeyCorp                      KEY US        36,798,604    3,694,639     -567,850
Dish Network Corp-A          DISH US       34,571,281      912,171      197,310
Comerica Inc                 CMA US        34,353,137      955,581     -557,239
Realogy Holdings Corp        RLGY US       28,715,869      587,958      232,166
T-Mobile US Inc              TMUS US       28,657,190    1,314,550      193,930
Constellation Brands Inc-A   STZ US        20,615,829      432,742      432,742
Time Warner Inc              TWX US        19,298,378      334,925      334,925
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Constellation Brands Inc-A   STZ US        20,615,829      432,742      432,742
Time Warner Inc              TWX US        19,298,378      334,925      334,925
Boise Cascade Co             BCC US        11,422,134      336,539      336,539
DR Horton Inc                DHI US        10,564,425      434,750      434,750
Union Pacific Corp           UNP US         7,203,098       50,580       50,580
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US      -26,256,351            0      -49,338
Fifth Third Bancorp          FITB US      -12,059,893            0     -793,414
PVH Corp                     PVH US       -11,148,845            0     -100,431
Time Warner Cable            TWC US        -7,976,480            0      -82,071
PetSmart Inc                 PETM US       -6,373,320            0      -93,259
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US        30,980,272    3,833,800    2,480,190
Whirlpool Corp               WHR US        16,276,800      378,981       97,730
Realogy Holdings Corp        RLGY US       13,786,837      587,958      232,166
Clearwire Corp-Class A       CLWR US       11,185,537   15,177,436    2,032,330
Dish Network Corp-A          DISH US        8,550,341      912,171      197,310
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Ascena Retail Group Inc      ASNA US      -12,956,685      209,651     -702,407
Sherwin-Williams Co/The      SHW US       -11,600,100       81,233      -83,372
Comerica Inc                 CMA US       -11,545,822      955,581     -557,239
JPMorgan Chase & Co          JPM US       -10,777,272      234,020     -263,690
Mondelez International Inc-A MDLZ US       -9,763,897      111,630     -406,240
 
 
SOURCE: SEC 13F-HR 
FILER: Sirios Capital Management LP 
QUARTER ENDED: 03/31/2013 
SEC RECEIVED: 05/15/2013 

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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