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SIRIOS CAPITAL MANAGEMENT L P: ALC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIRIOS CAPITAL MANAGEMENT L P on ALC, newest first. How the timeline and the estimate are built.

SIRIOS CAPITAL MANAGEMENT L P held 220,615 ALC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,615 shares
    Change vs previous 13F +1,748 shares

    1.8% of the 13F portfolio, value $14,803,267.

    13F-HR 0001104883-26-000008 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 218,867 shares
    Change vs previous 13F +17,434 shares

    2% of the 13F portfolio, value $16,491,628.

    13F-HR 0001104883-26-000005 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 201,433 shares
    Change vs previous 13F -185,777 shares

    1.98% of the 13F portfolio, value $15,874,935.

    13F-HR 0001104883-26-000003 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 387,210 shares
    Change vs previous 13F +16,328 shares

    3.76% of the 13F portfolio, value $28,851,017.

    13F-HR 0001104883-25-000015 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 370,882 shares
    Change vs previous 13F -5,419 shares

    4.75% of the 13F portfolio, value $32,741,463.

    13F-HR 0001104883-25-000010 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 376,301 shares
    Change vs previous 13F +72,809 shares

    6.38% of the 13F portfolio, value $35,722,254.

    13F-HR 0001104883-25-000006 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 303,492 shares
    Change vs previous 13F -9,171 shares

    4.62% of the 13F portfolio, value $25,763,436.

    13F-HR 0001104883-25-000004 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 312,663 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $31,288,186.

    13F-HR 0001104883-24-000012 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).