Sirius Xm Holdings Inc (SIRI) — Institutional Investor Activity (Q2 2026)

SIRI ranks #938 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SIRI is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 1.2% of that fund's own 13F portfolio.

SIRI is a top-conviction position for Kontiki Capital Management — at 11.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SIRI belongs to Berkshire Hathaway Inc, but the position matters far more to Kontiki Capital Management, who has 11.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Warren Buffett has added to its SIRI position for two straight quarters, increasing it by $1.2B to reach $3.7B today.

David Shaw has trimmed its SIRI position for two straight quarters, cutting it by $76.3M while still holding $3.4M.

SIRI is up 7.5% today, and institutions have been net buyers of $1.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SIRI posted net income of $880.0M over the trailing twelve months, and currently trades at a P/E of 12.0.

• Profitable — net income of $880.0M over the trailing twelve months
• Revenue grew 0.4% year over year
• Net income improved year over year, from -$1.8B to $880.0M
• Generated $1.9B in positive operating cash flow
• Current ratio of 0.30x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.36x equity — within a conventional range