13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Consumer Discretionary

SIRIUSXM HOLDINGS INC SIRI

Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform. The Sirius XM segment provides music, sports, entertainment, comedy, and talk and news channels, as well as podcast and infotainment services on subscription fee basis; and live, curated, and exclusive and on demand programming services through satellite radio systems and streamed through applications for mobile and home devices, and other consumer electronic equipment.

Sources StockAnalysis company profile stockanalysis.com
Broadcasting

Company profile

Business mix

  • It operates through two segments, Sirius XM, and Pandora and Off-platform.
  • This segment also distributes satellite radios through automakers and retailers, as well as its website.
  • In addition, this segment provides music channels on the DISH Network satellite television service as a programming package.
  • The Pandora and Off-platform segment operates music, comedy, and podcast streaming platform, which offers personalized experience for listener through mobile devices, vehicle speakers, and connected devices; and provides advertising services.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 11.49 FCF 14.94% Buyback -4.06%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 1.1% $2.9B 2026-03-31
Weitz Investment Management Wallace Weitz 2.1% $29.8M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $134.1M Estimated from net added shares
Reduction amount $4.0M Estimated from net reduced shares
Net share change / base shares +4.6% +5,631,637 / 121,242,192
Berkshire Hathaway Warren Buffett 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 4.2% 13F value change +$153.6M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 119,776,692 Last 4 periods +5,030,425 (+4.2%) Total shares 124,807,117 Value $2.9B
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -5.6% 13F value change -$1.2M
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -6.6% 13F value change +$2.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,465,500 Last 4 periods -172,500 (-11.8%) Total shares 1,293,000 Value $29.8M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$15.0M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 27.2% 13F value change +$4.4M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.5% 13F value change -$1.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +773,712 (New) Total shares 773,712 Value $18.0M
Smead Capital Management 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$55.3M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$55.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.