Sirios Capital Management L P Buys Keysight Technologies Inc, Tradeweb Markets Inc, Alcon Inc, Sells Becton, Dickinson and Co, McDonald's Corp, Regions Financial Corp

• New Purchases: KEYS, TW, ALC, UNP, IAA, VRNS, QCOM, CHWY, FSLR, RUN, SPY,
• Added Positions: IFF, GD, SHW, EA, BJ, KAR, WWE, ELAN, CHKP, EFX, DHR, WPX,
• Reduced Positions: BDX, RF, KO, BAC, GIS, TXN, HON, ADI, BSX, CHH, KSU, ABT, STZ, ODFL, JPM, UHS, PRSP, BRK.A, STI, BRK.B, LOGM, SPGI, MCO, ROK, CTLT, NXPI, MCK, RDS.A, SYNH, COP,
• Sold Out: MCD, FITB, GOOS, PYPL, PXD, WAL, BP,

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

1. BJ's Wholesale Club Holdings Inc (BJ) - 4,296,554 shares, 7.29% of the total portfolio. Shares added by 16.85%
2. International Flavors & Fragrances Inc (IFF) - 613,076 shares, 5.72% of the total portfolio. Shares added by 71.03%
3. JPMorgan Chase & Co (JPM) - 776,755 shares, 5.58% of the total portfolio. Shares reduced by 13.05%
4. Abbott Laboratories (ABT) - 999,332 shares, 5.41% of the total portfolio. Shares reduced by 16.22%
5. Berkshire Hathaway Inc (BRK.A) - 247 shares, 5.06% of the total portfolio. Shares reduced by 7.14%

Sirios Capital Management L P initiated holding in Keysight Technologies Inc. The purchase prices were between $71.42 and $92.79, with an estimated average price of $84.8. The stock is now traded at around $85.69. The impact to a portfolio due to this purchase was 4.13%. The holding were 714,728 shares as of .

Sirios Capital Management L P initiated holding in Tradeweb Markets Inc. The purchase prices were between $35.81 and $45.09, with an estimated average price of $41.74. The stock is now traded at around $44.88. The impact to a portfolio due to this purchase was 3.94%. The holding were 1,397,523 shares as of .

Sirios Capital Management L P initiated holding in Alcon Inc. The purchase prices were between $54.43 and $63.33, with an estimated average price of $58.65. The stock is now traded at around $60.85. The impact to a portfolio due to this purchase was 3.73%. The holding were 935,242 shares as of .

Sirios Capital Management L P initiated holding in Union Pacific Corp. The purchase prices were between $164.74 and $179.2, with an estimated average price of $171.46. The stock is now traded at around $166.25. The impact to a portfolio due to this purchase was 2.66%. The holding were 244,868 shares as of .

Sirios Capital Management L P initiated holding in IAA Inc. The purchase prices were between $36.57 and $40, with an estimated average price of $38.68. The stock is now traded at around $43.30. The impact to a portfolio due to this purchase was 2.32%. The holding were 930,880 shares as of .

Sirios Capital Management L P initiated holding in Varonis Systems Inc. The purchase prices were between $58.31 and $72.76, with an estimated average price of $64.42. The stock is now traded at around $69.03. The impact to a portfolio due to this purchase was 0.95%. The holding were 237,806 shares as of .

Sirios Capital Management L P added to a holding in International Flavors & Fragrances Inc by 71.03%. The purchase prices were between $130.49 and $152.15, with an estimated average price of $138.77. The stock is now traded at around $112.78. The impact to a portfolio due to this purchase was 2.38%. The holding were 613,076 shares as of .

Sirios Capital Management L P added to a holding in General Dynamics Corp by 221.31%. The purchase prices were between $160.82 and $182.37, with an estimated average price of $172.09. The stock is now traded at around $184.35. The impact to a portfolio due to this purchase was 1.5%. The holding were 186,355 shares as of .

Sirios Capital Management L P added to a holding in Sherwin-Williams Co by 58.12%. The purchase prices were between $419.45 and $479.01, with an estimated average price of $448.11. The stock is now traded at around $530.09. The impact to a portfolio due to this purchase was 1.42%. The holding were 130,506 shares as of .

Sirios Capital Management L P added to a holding in Electronic Arts Inc by 78.78%. The purchase prices were between $90.42 and $102.67, with an estimated average price of $95.19. The stock is now traded at around $89.56. The impact to a portfolio due to this purchase was 1.23%. The holding were 429,413 shares as of .

Sirios Capital Management L P added to a holding in KAR Auction Services Inc by 219.85%. The purchase prices were between $19.69 and $25, with an estimated average price of $21.53. The stock is now traded at around $25.50. The impact to a portfolio due to this purchase was 1.03%. The holding were 930,880 shares as of .

Sirios Capital Management L P added to a holding in World Wrestling Entertainment Inc by 68.44%. The purchase prices were between $71.11 and $99.25, with an estimated average price of $82.05. The stock is now traded at around $69.61. The impact to a portfolio due to this purchase was 0.74%. The holding were 392,749 shares as of .

Sirios Capital Management L P sold out a holding in McDonald's Corp. The sale prices were between $188.35 and $207.66, with an estimated average price of $198.03.

Sirios Capital Management L P sold out a holding in Fifth Third Bancorp. The sale prices were between $26.22 and $28.98, with an estimated average price of $27.41.

Sirios Capital Management L P sold out a holding in Canada Goose Holdings Inc. The sale prices were between $32.92 and $54.71, with an estimated average price of $45.18.

Sirios Capital Management L P sold out a holding in PayPal Holdings Inc. The sale prices were between $104.46 and $118.79, with an estimated average price of $110.76.

Sirios Capital Management L P sold out a holding in Pioneer Natural Resources Co. The sale prices were between $141.32 and $175.89, with an estimated average price of $153.57.

Sirios Capital Management L P sold out a holding in Western Alliance Bancorp. The sale prices were between $41.15 and $49.05, with an estimated average price of $44.64.