Sirios Capital Management L P - Q42025 Holdings

Sirios Capital Management L P holds 74 stocks with a total portfolio value of $ 803.32M as of Q42025. In Q42025, Sirios Capital Management L P added 10 new positions, increased stakes in 24 stocks, reduced 40 holdings, and fully exited 4 positions. The largest holding is Ge Vernova Inc (GEV), representing 13.07% of the total portfolio.