Sirios Capital Management L P Buys Danaher Corp, International Flavors & Fragrances Inc, General Mills Inc, Sells General Dynamics Corp, Bank of America Corporation, Honeywell International Inc

Boston, MA, based Investment company Sirios Capital Management L P buys Danaher Corp, International Flavors & Fragrances Inc, General Mills Inc, Equifax Inc, Choice Hotels International Inc, Electronic Arts Inc, SunTrust Banks Inc, KAR Auction Services Inc, Check Point Software Technologies, Boston Scientific Corp, Canada Goose Holdings Inc, Berkshire Hathaway Inc, Analog Devices Inc, Elanco Animal Health Inc, PayPal Holdings Inc, Royal Dutch Shell PLC, ConocoPhillips, McKesson Corp, BP PLC, sells General Dynamics Corp, Bank of America Corporation, Honeywell International Inc, Fifth Third Bancorp, Abbott Laboratories, CarMax Inc, Texas Instruments Inc, World Wrestling Entertainment Inc, Intel Corp, Pioneer Natural Resources Co, Universal Health Services Inc, McDonald's Corp, Rockwell Automation Inc, Regions Financial Corp, Kansas City Southern, International Business Machines Corp, Moody's Corporation, Consolidated Communications Holdings Inc, Allegheny Technologies Inc, SPDR S&P 500, Discover Financial Services, NXP Semiconductors NV, BrightSphere Investment Group PLC during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sirios Capital Management L P. As of 2019Q1, Sirios Capital Management L P owns 49 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

For the details of Sirios Capital Management L P's stock buys and sells, go to https://www.gurufocus.com/guru/sirios+capital+management+l+p/current-portfolio/portfolio

These are the top 5 holdings of Sirios Capital Management L P
  1. Becton, Dickinson and Co (BDX) - 489,250 shares, 7.41% of the total portfolio. Shares added by 5.56%
  2. BJ's Wholesale Club Holdings Inc (BJ) - 3,676,904 shares, 6.11% of the total portfolio. Shares reduced by 10.78%
  3. Abbott Laboratories (ABT) - 1,192,863 shares, 5.78% of the total portfolio. Shares reduced by 25.11%
  4. JPMorgan Chase & Co (JPM) - 893,333 shares, 5.48% of the total portfolio. Shares reduced by 7.78%
  5. Berkshire Hathaway Inc (BRK.A) - 266 shares, 4.86% of the total portfolio. Shares added by 17.70%
New Purchase: Danaher Corp (DHR)

Sirios Capital Management L P initiated holding in Danaher Corp. The purchase prices were between $97.62 and $132.29, with an estimated average price of $115.24. The stock is now traded at around $131.05. The impact to a portfolio due to this purchase was 3.9%. The holding were 486,737 shares as of .

New Purchase: International Flavors & Fragrances Inc (IFF)

Sirios Capital Management L P initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $122.54 and $145.88, with an estimated average price of $132.68. The stock is now traded at around $135.59. The impact to a portfolio due to this purchase was 2.8%. The holding were 358,457 shares as of .

New Purchase: Equifax Inc (EFX)

Sirios Capital Management L P initiated holding in Equifax Inc. The purchase prices were between $91.34 and $118.5, with an estimated average price of $106.54. The stock is now traded at around $118.72. The impact to a portfolio due to this purchase was 2.07%. The holding were 288,212 shares as of .

New Purchase: Choice Hotels International Inc (CHH)

Sirios Capital Management L P initiated holding in Choice Hotels International Inc. The purchase prices were between $70.1 and $81.99, with an estimated average price of $77.57. The stock is now traded at around $84.17. The impact to a portfolio due to this purchase was 1.81%. The holding were 384,526 shares as of .

New Purchase: Electronic Arts Inc (EA)

Sirios Capital Management L P initiated holding in Electronic Arts Inc. The purchase prices were between $78.71 and $106.84, with an estimated average price of $94.69. The stock is now traded at around $96.77. The impact to a portfolio due to this purchase was 1.48%. The holding were 240,193 shares as of .

New Purchase: KAR Auction Services Inc (KAR)

Sirios Capital Management L P initiated holding in KAR Auction Services Inc. The purchase prices were between $45.62 and $54.51, with an estimated average price of $49.89. The stock is now traded at around $54.35. The impact to a portfolio due to this purchase was 0.91%. The holding were 291,040 shares as of .

Added: General Mills Inc (GIS)

Sirios Capital Management L P added to a holding in General Mills Inc by 108.35%. The purchase prices were between $38.43 and $51.8, with an estimated average price of $45.16. The stock is now traded at around $52.41. The impact to a portfolio due to this purchase was 2.12%. The holding were 1,301,786 shares as of .

Added: SunTrust Banks Inc (STI)

Sirios Capital Management L P added to a holding in SunTrust Banks Inc by 28.82%. The purchase prices were between $50.44 and $66.66, with an estimated average price of $61.07. The stock is now traded at around $61.42. The impact to a portfolio due to this purchase was 1.05%. The holding were 1,309,765 shares as of .

Added: Check Point Software Technologies Ltd (CHKP)

Sirios Capital Management L P added to a holding in Check Point Software Technologies Ltd by 211.26%. The purchase prices were between $102.35 and $126.75, with an estimated average price of $115.94. The stock is now traded at around $116.81. The impact to a portfolio due to this purchase was 0.87%. The holding were 166,475 shares as of .

Added: Boston Scientific Corp (BSX)

Sirios Capital Management L P added to a holding in Boston Scientific Corp by 23.35%. The purchase prices were between $32.91 and $40.75, with an estimated average price of $38.17. The stock is now traded at around $37.07. The impact to a portfolio due to this purchase was 0.71%. The holding were 1,605,913 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Sirios Capital Management L P added to a holding in Berkshire Hathaway Inc by 30.31%. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $202.98. The impact to a portfolio due to this purchase was 0.61%. The holding were 214,036 shares as of .

Added: Analog Devices Inc (ADI)

Sirios Capital Management L P added to a holding in Analog Devices Inc by 39.75%. The purchase prices were between $80.73 and $110.18, with an estimated average price of $100.05. The stock is now traded at around $107.89. The impact to a portfolio due to this purchase was 0.55%. The holding were 305,245 shares as of .

Sold Out: CarMax Inc (KMX)

Sirios Capital Management L P sold out a holding in CarMax Inc. The sale prices were between $58.38 and $69.8, with an estimated average price of $61.66.

Sold Out: Intel Corp (INTC)

Sirios Capital Management L P sold out a holding in Intel Corp. The sale prices were between $44.49 and $54.64, with an estimated average price of $50.66.

Sold Out: International Business Machines Corp (IBM)

Sirios Capital Management L P sold out a holding in International Business Machines Corp. The sale prices were between $112.91 and $141.44, with an estimated average price of $132.95.

Sold Out: Consolidated Communications Holdings Inc (CNSL)

Sirios Capital Management L P sold out a holding in Consolidated Communications Holdings Inc. The sale prices were between $9.59 and $11.4, with an estimated average price of $10.45.

Sold Out: Allegheny Technologies Inc (ATI)

Sirios Capital Management L P sold out a holding in Allegheny Technologies Inc. The sale prices were between $21.43 and $29.26, with an estimated average price of $26.27.

Sold Out: SPDR S&P 500 (SPY)

Sirios Capital Management L P sold out a holding in SPDR S&P 500. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34.



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