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SIRIOS CAPITAL MANAGEMENT L P: AMD position timeline

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

SIRIOS CAPITAL MANAGEMENT L P held 44,860 AMD 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 44,860 shares
    Change vs previous 13F -37,875 shares

    3.17% of the 13F portfolio, value $26,059,623.

    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 82,735 shares
    Change vs previous 13F +12,157 shares

    2.04% of the 13F portfolio, value $16,830,781.

    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 70,578 shares
    Change vs previous 13F +70,578 shares

    1.88% of the 13F portfolio, value $15,114,984.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.