Sirios Capital Management L P - Q22026 Holdings

Sirios Capital Management L P holds 86 stocks with a total portfolio value of $ 822.25M as of Q22026. In Q22026, Sirios Capital Management L P added 14 new positions, increased stakes in 17 stocks, reduced 55 holdings, and fully exited 9 positions. The largest holding is Ge Vernova Inc (GEV), representing 11.90% of the total portfolio.