Sirios Capital Management L P Buys Kansas City Southern, Abbott Laboratories, JPMorgan Chase, Sells Time Warner Inc, CSX Corp, Lowe's Inc

• New Purchases: KSU, ABT, GD, T, AVGO, CHKP, PRSP, BJ, IMPV, WPX,
• Added Positions: JPM, KO, BRK.A, MCD, AMG, PXD, BRK.B, WWE, ODFL, BAC,
• Reduced Positions: CSX, LOW, BDX, FDX, DFS, IBM, SHW, ADI, PBI, VEON,
• Sold Out: TWX, FFIV, TOL, DISH, JNPR, NTAP, GOOS, NUAN, WHR, FB,

For the details of Sirios Capital Management L P's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Sirios+Capital+Management+L+P

1. Sherwin-Williams Co (SHW) - 472,666 shares, 10.05% of the total portfolio. Shares reduced by 11.8%
2. Becton, Dickinson and Co (BDX) - 751,130 shares, 9.39% of the total portfolio. Shares reduced by 18.63%
3. JPMorgan Chase & Co (JPM) - 1,003,921 shares, 5.46% of the total portfolio. Shares added by 78.62%
4. Universal Health Services Inc (UHS) - 880,117 shares, 5.12% of the total portfolio. Shares added by 1.45%
5. D.R. Horton Inc (DHI) - 1,919,285 shares, 4.1% of the total portfolio. Shares added by 1.52%

Sirios Capital Management L P initiated holding in Kansas City Southern. The purchase prices were between $104.68 and $112.22, with an estimated average price of $108.79. The stock is now traded at around $113.39. The impact to a portfolio due to this purchase was 3.45%. The holding were 624,305 shares as of 2018-06-30.

Sirios Capital Management L P initiated holding in Abbott Laboratories. The purchase prices were between $57.57 and $63.54, with an estimated average price of $60.61. The stock is now traded at around $63.63. The impact to a portfolio due to this purchase was 3.41%. The holding were 1,071,505 shares as of 2018-06-30.

Sirios Capital Management L P initiated holding in General Dynamics Corp. The purchase prices were between $185.89 and $225.96, with an estimated average price of $204.8. The stock is now traded at around $193.62. The impact to a portfolio due to this purchase was 1.89%. The holding were 194,851 shares as of 2018-06-30.

Sirios Capital Management L P initiated holding in AT&T Inc. The purchase prices were between $31.4 and $36.14, with an estimated average price of $33.25. The stock is now traded at around $32.24. The impact to a portfolio due to this purchase was 1.45%. The holding were 865,675 shares as of 2018-06-30.

Sirios Capital Management L P initiated holding in Broadcom Inc. The purchase prices were between $225.25 and $270.23, with an estimated average price of $245.06. The stock is now traded at around $207.30. The impact to a portfolio due to this purchase was 1.16%. The holding were 91,574 shares as of 2018-06-30.

Sirios Capital Management L P initiated holding in Check Point Software Technologies Ltd. The purchase prices were between $95.68 and $104.67, with an estimated average price of $99.09. The stock is now traded at around $114.25. The impact to a portfolio due to this purchase was 1.15%. The holding were 226,112 shares as of 2018-06-30.

Sirios Capital Management L P added to a holding in JPMorgan Chase & Co by 78.62%. The purchase prices were between $103.24 and $114.29, with an estimated average price of $109.74. The stock is now traded at around $114.65. The impact to a portfolio due to this purchase was 2.4%. The holding were 1,003,921 shares as of 2018-06-30.

Sirios Capital Management L P added to a holding in Coca-Cola Co by 203.88%. The purchase prices were between $41.55 and $44.88, with an estimated average price of $43.19. The stock is now traded at around $46.01. The impact to a portfolio due to this purchase was 2.05%. The holding were 1,332,593 shares as of 2018-06-30.

Sirios Capital Management L P added to a holding in Berkshire Hathaway Inc by 59.48%. The purchase prices were between $281600 and $301750, with an estimated average price of $293012. The stock is now traded at around $310815.00. The impact to a portfolio due to this purchase was 1.34%. The holding were 244 shares as of 2018-06-30.

Sirios Capital Management L P added to a holding in McDonald's Corp by 210.91%. The purchase prices were between $155.94 and $169.48, with an estimated average price of $162.18. The stock is now traded at around $160.85. The impact to a portfolio due to this purchase was 1.23%. The holding were 221,716 shares as of 2018-06-30.

Sirios Capital Management L P added to a holding in Affiliated Managers Group Inc by 80.68%. The purchase prices were between $148.67 and $183.93, with an estimated average price of $164.91. The stock is now traded at around $146.69. The impact to a portfolio due to this purchase was 1%. The holding were 288,485 shares as of 2018-06-30.

Sirios Capital Management L P added to a holding in Pioneer Natural Resources Co by 266.62%. The purchase prices were between $166.91 and $212.31, with an estimated average price of $191.51. The stock is now traded at around $183.34. The impact to a portfolio due to this purchase was 0.79%. The holding were 110,540 shares as of 2018-06-30.

Sirios Capital Management L P sold out a holding in Time Warner Inc. The sale prices were between $92.18 and $98.77, with an estimated average price of $95.01.

Sirios Capital Management L P sold out a holding in F5 Networks Inc. The sale prices were between $140.71 and $182.5, with an estimated average price of $166.61.

Sirios Capital Management L P sold out a holding in Toll Brothers Inc. The sale prices were between $36.01 and $44.62, with an estimated average price of $40.98.

Sirios Capital Management L P sold out a holding in DISH Network Corp. The sale prices were between $29.03 and $39.46, with an estimated average price of $34.19.

Sirios Capital Management L P sold out a holding in Juniper Networks Inc. The sale prices were between $24.07 and $27.92, with an estimated average price of $26.04.

Sirios Capital Management L P sold out a holding in NetApp Inc. The sale prices were between $59.16 and $78.53, with an estimated average price of $70.35.

Sirios Capital Management L P reduced to a holding in CSX Corp by 50.66%. The sale prices were between $54.35 and $67.28, with an estimated average price of $61.73. The stock is now traded at around $73.70. The impact to a portfolio due to this sale was -3.15%. Sirios Capital Management L P still held 1,116,630 shares as of 2018-06-30.

Sirios Capital Management L P reduced to a holding in Lowe's Companies Inc by 89.8%. The sale prices were between $81.48 and $100.5, with an estimated average price of $90.44. The stock is now traded at around $98.41. The impact to a portfolio due to this sale was -2.27%. Sirios Capital Management L P still held 59,807 shares as of 2018-06-30.

Sirios Capital Management L P reduced to a holding in FedEx Corp by 27.85%. The sale prices were between $226.67 and $265.53, with an estimated average price of $247.69. The stock is now traded at around $244.68. The impact to a portfolio due to this sale was -1.56%. Sirios Capital Management L P still held 342,486 shares as of 2018-06-30.

Sirios Capital Management L P reduced to a holding in Discover Financial Services by 92.08%. The sale prices were between $69.58 and $78.22, with an estimated average price of $73.34. The stock is now traded at around $75.66. The impact to a portfolio due to this sale was -1.54%. Sirios Capital Management L P still held 37,225 shares as of 2018-06-30.

Sirios Capital Management L P reduced to a holding in International Business Machines Corp by 34.98%. The sale prices were between $137.48 and $160.91, with an estimated average price of $145.95. The stock is now traded at around $143.24. The impact to a portfolio due to this sale was -1.25%. Sirios Capital Management L P still held 306,197 shares as of 2018-06-30.