META FACEBOOK INC

Ownership history in SIRIOS CAPITAL MANAGEMENT L P  ·  12 quarters on record

AI Ownership Summary

SIRIOS CAPITAL MANAGEMENT L P reported FACEBOOK INC (META) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.73% in 2024 Q1. The latest visible filing shows META at 2.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIRIOS CAPITAL MANAGEMENT L P's position in FACEBOOK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

META was reported at 2.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIRIOS CAPITAL MANAGEMENT L P held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,234 +12,287 +53.5% 2.90% $23.3M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED 22,947 -1,276 -5.3% 2.19% $16.9M 2025-11-14 $608.44
2025 Q2 ADDED 24,223 +10,444 +75.8% 2.59% $17.9M 2025-08-14 $780.30
2025 Q1 REDUCED 13,779 -221 -1.6% 1.42% $7.9M 2025-05-15 $641.88
2024 Q4 REDUCED 14,000 -459 -3.2% 1.47% $8.2M 2025-02-14 $733.73
2024 Q3 REDUCED 14,459 -1,322 -8.4% 1.46% $8.3M 2024-11-12 $582.01
2024 Q2 REDUCED 15,781 -25,021 -61.3% 1.39% $8.0M 2024-08-14 $523.73
2024 Q1 ADDED 40,802 +36,679 +889.6% 3.73% $19.8M 2024-05-15 $478.30
2023 Q4 REDUCED 4,123 -16,497 -80.0% 0.30% $1.5M 2024-02-14 $469.59
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SIRIOS CAPITAL MANAGEMENT L P and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIRIOS CAPITAL MANAGEMENT L P reported owning META?

SIRIOS CAPITAL MANAGEMENT L P reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in SIRIOS CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for META was 3.73% in 2024 Q1.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when SIRIOS CAPITAL MANAGEMENT L P reported 35,234 shares, equal to 2.90% of portfolio, with an estimated market value of $23.3M.

What does the chart on this META ownership page compare?

The chart compares SIRIOS CAPITAL MANAGEMENT L P's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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