Sirios Capital Management L P - Q12026 Holdings

Sirios Capital Management L P holds 81 stocks with a total portfolio value of $ 824.77M as of Q12026. In Q12026, Sirios Capital Management L P added 17 new positions, increased stakes in 31 stocks, reduced 33 holdings, and fully exited 10 positions. The largest holding is Ge Vernova Inc (GEV), representing 13.01% of the total portfolio.