Sirios Capital Management is a privately held investment manager based in Boston. The firm offers investment management services to clients, including collective investment vehicles, separately managed accounts, and registered funds.
John Brennan is a Director at Sirios Capital Management. He has previously worked at Sirios Capital Management, MetLife, and Fidelity Investments. John holds an MBA from Stanford University Graduate School of Business (2015-2017).
Sirios Capital Management LP is a hedge fund with 7 clients and discretionary assets under management (AUM) of $765,269,630 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $530,662,553 in managed 13F securities and a top 10 holdings concentration of 42.78%. Sirios Capital Management LP's largest holding is Alcon Inc with 382,329 shares.
| Fund Name: | Sirios Capital Management |
| Manager | John Brennan |
| Portfolio Value | $768,217,439 |
| Change This QTR | +1.11% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GEV | 176,544 | $108,556,906 | -3% | 14.13% | ||
| 2. | TSM | 261,838 | $73,128,735 | -14% | 9.52% | ||
| 3. | WFC | 384,031 | $32,189,478 | -5% | 4.19% | ||
| 4. | GMED | 514,778 | $29,481,336 | -1% | 3.84% | ||
| 5. | AMZN | 133,105 | $29,225,865 | +18% | 3.8% |
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