What smart money is saying about Sirius XM Holdings Inc.
SIRI
No fund has written a full thesis on Sirius XM Holdings Inc. in our archive, but 2 fund letters report a position in it — most recently Weitz Investments Partners III Opportunity Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Sirius XM Holdings Inc. on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Portfolio activity beyond the entries and exits above was more muted and tilted toward trims. Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.”
Sirius XM Holdings Inc. - June 2026
“Finally, investors cheered as SiriusXM Media announced it would become YouTube’s exclusive U.S. audio- ad sales representative, a significant win for its off-platform advertising business.”
Sirius XM Holdings Inc.
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