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How Many Shares of Sirius XM Does Berkshire Hathaway Own? A Step-by-Step Guide to Unpacking the Oracle of Omaha's Investment
Hello, fellow investors and curious minds! Have you ever wondered what the legendary Warren Buffett and his team at Berkshire Hathaway are buying and selling? It's a question that captivates the financial world, and for a good reason. Following their moves can provide valuable insights into a value-oriented investment strategy. Today, we're going to dive deep into a specific holding that has garnered a lot of attention lately: Sirius XM Holdings (SIRI). Let's find out just how much of the satellite radio giant is owned by the "Oracle of Omaha."
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| How Many Shares Of Siri Does Berkshire Hathaway Own |
Step 1: Get Ready to Be a Financial Detective!
Before we get to the numbers, let's understand why this is such a fascinating topic. Berkshire Hathaway's portfolio is managed by Warren Buffett, alongside his two trusted investment managers, Ted Weschler and Todd Combs. Their investment decisions are not random; they are based on a meticulous analysis of a company's intrinsic value, its competitive advantages, and its long-term potential. So, when they buy or sell a stock, it's a signal that many investors pay close attention to.
Are you ready to put on your detective hat and uncover the facts? Let's begin!
Step 2: Uncovering the Latest Data
Tip: Note one practical point from this post.
To find the most accurate information on Berkshire Hathaway's holdings, we need to look at the official source: their 13F filings with the U.S. Securities and Exchange Commission (SEC). These filings are mandatory for institutional investment managers and provide a snapshot of their holdings at the end of each quarter.
Sub-heading 2.1: The Power of the 13F Filing
The 13F filing is a public document that reveals a fund's long equity holdings. It's like a financial report card that shows us what companies they owned, the number of shares, and the total value of those shares as of a specific date. Berkshire Hathaway files this report every quarter, typically about 45 days after the quarter ends.
Sub-heading 2.2: The Most Recent Numbers
Based on the most recent publicly available filings (as of the end of the first quarter of 2025), here is what the data reveals about Berkshire Hathaway's stake in Sirius XM:
Total Shares Owned: Berkshire Hathaway holds a massive 119.78 million shares of Sirius XM Holdings (SIRI).
Total Value: This significant stake is valued at approximately $2.70 billion as of the filing date.
Portfolio Weight: While it's a large dollar amount, this position represents about 1.04% of Berkshire Hathaway's total public stock portfolio. This shows the highly concentrated nature of their portfolio, with a few key holdings dominating the list.
Percentage of Sirius XM: This is perhaps the most impressive number: Berkshire Hathaway now owns over 35% of Sirius XM's outstanding shares, making them by far the company's single largest shareholder.
Step 3: A Deeper Look into the Investment History
Tip: Don’t just scroll to the end — the middle counts too.
Berkshire Hathaway's journey with Sirius XM hasn't been a straight line. It's a story of patience, conviction, and a bit of a winding road.
Sub-heading 3.1: The Path to a Massive Stake
Berkshire's interest in the satellite radio space goes back to 2016, when they began buying tracking shares of Sirius XM through John Malone's Liberty Media. These tracking shares often traded at a discount to the common stock, which was a classic value play. Then, in late 2024 and early 2025, Berkshire Hathaway began significantly increasing its stake in the common stock of SIRI. They added millions of shares in several tranches, even as the stock price was struggling.
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Sub-heading 3.2: Why the Big Bet on Sirius XM?
Why would a value investor like Warren Buffett (or his team) be so bullish on a company that has been a market laggard for a while? Here are some of the potential reasons:
Valuation: Sirius XM is seen as a ridiculously cheap stock, trading at a low multiple of its projected earnings.
Strong Free Cash Flow: The company has consistently generated over $1 billion in free cash flow, which is a key metric for value investors. This is the cash a company generates after covering its operating expenses and capital expenditures, and it's a sign of financial health.
High Dividend Yield: The stock offers a compelling dividend yield of nearly 5%, which has increased every year since it was initiated. This provides a steady income stream for investors.
Share Buybacks: Sirius XM has been actively reducing its share count through aggressive share buybacks, which increases the ownership stake of existing shareholders, like Berkshire Hathaway.
Monopoly-like Position: As the sole satellite radio provider in the U.S., Sirius XM has a unique competitive advantage.
Step 4: Decoding the "Who" Behind the Purchase
QuickTip: Skim the intro, then dive deeper.
While Warren Buffett is the face of Berkshire Hathaway, it's important to note that the smaller positions and more recent buys are often attributed to his lieutenants, Ted Weschler and Todd Combs. Given the size of the Sirius XM stake, it's highly likely that this has become a high-conviction bet for one of them, if not the entire team. Their confidence in the stock's long-term potential is a powerful endorsement.
Step 5: Putting it all into Perspective
So, when you hear the question "how many shares of SIRI does Berkshire Hathaway own?", you now have a comprehensive answer. They hold a massive stake of nearly 120 million shares, a position that has grown significantly in recent quarters. This isn't just a small bet; it's a major, high-conviction investment that highlights Berkshire's belief in the long-term value of Sirius XM, despite its recent stock performance.
Related FAQ
Here are 10 related questions with quick answers to help you understand this topic better.
How to find Berkshire Hathaway's latest stock holdings? You can find Berkshire Hathaway's latest stock holdings by checking their quarterly 13F filings, which are publicly available on the SEC's EDGAR database.
How to interpret a 13F filing? A 13F filing shows the number of shares, value, and portfolio weight of a fund's long equity positions. You can use it to see what stocks a fund has bought, sold, or held during a specific quarter.
QuickTip: Reread tricky spots right away.
How to calculate the value of a stock holding from a 13F filing? The value is provided in the filing, but you can also calculate it by multiplying the number of shares by the stock's closing price on the last day of the quarter.
How to know if Warren Buffett or his team made a specific purchase? While it's not always explicitly stated, it is generally believed that Warren Buffett oversees the largest positions, while his lieutenants, Ted Weschler and Todd Combs, manage the smaller ones. Purchases in the tens or hundreds of millions of dollars are often attributed to the latter.
How to get started with value investing like Berkshire Hathaway? Start by researching companies with strong competitive advantages (a "moat"), a history of profitability, and good management. Look for stocks that are trading at a discount to their intrinsic value.
How to analyze a company's free cash flow? Free cash flow is calculated as operating cash flow minus capital expenditures. It's a crucial metric that shows how much cash a company has to reinvest, pay down debt, or return to shareholders. You can find this on the company's cash flow statement.
How to understand a stock's dividend yield? The dividend yield is the annual dividend per share divided by the stock's current price. It shows the return you can expect from dividends in relation to the share price.
How to find a company's total outstanding shares? You can find a company's total outstanding shares in its quarterly and annual reports (10-Q and 10-K filings) with the SEC, or on financial data websites.
How to know if a company is buying back its own shares? Companies will often announce share buyback programs in their press releases or include information about them in their financial reports, particularly the statement of changes in shareholders' equity.
How to track Berkshire Hathaway's public stock portfolio in real time? While you can't get real-time data on their exact holdings (due to the 13F filing schedule), you can track their disclosed holdings through financial news outlets and websites that analyze institutional investor data, which are often updated as soon as the filings are released.
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