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Disclosery

SIRIOS CAPITAL MANAGEMENT L P: HEI-A position timeline

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

SIRIOS CAPITAL MANAGEMENT L P held 80,503 HEI-A 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 80,503 shares
    Change vs previous 13F -2,513 shares

    2.53% of the 13F portfolio, value $20,762,529.

    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 83,016 shares
    Change vs previous 13F -7,744 shares

    2.12% of the 13F portfolio, value $17,523,847.

    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 90,760 shares
    Change vs previous 13F -1,280 shares

    2.85% of the 13F portfolio, value $22,910,547.

    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 92,040 shares
    Change vs previous 13F -2,676 shares

    3.04% of the 13F portfolio, value $23,386,444.

    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 94,716 shares
    Change vs previous 13F -1,325 shares

    3.55% of the 13F portfolio, value $24,507,765.

    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 96,041 shares
    Change vs previous 13F -177 shares

    3.62% of the 13F portfolio, value $20,261,770.

    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 96,218 shares
    Change vs previous 13F +15,685 shares

    3.21% of the 13F portfolio, value $17,904,245.

    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 80,533 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $16,409,404.

    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).