Sirios Capital Management’s International Flavors & Fragrances IFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-258,498	Closed	-$31.7M	–	60
2019 Q3	$31.7M	Sell	258,498 -354,578	-58%	-$43.5M	2.09%	22
2019 Q2	$89M	Buy	613,076 +254,619	+71%	+$36.9M	5.72%	2
2019 Q1	$46.2M	Buy	+358,457	New	+$46.2M	2.8%	12