SIRI
Sirius XM Holdings Inc
6 super-investors hold SIRI worth a combined $3.00B. The largest position: Francis Chou at 4.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 24 — ranked #589 of 724 scored stocks.
Why super-investors own SIRI
Buffett's Berkshire Hathaway dominates the cohort's $3.0B combined position, accounting for roughly $2.9B of it at a 1.1% portfolio weight — making this effectively a Berkshire story with a handful of smaller names attached. Francis Chou carries the highest concentration at 4.5%, and Wallace Weitz holds $30M at 2.1%. Activity in 2026Q1 was completely flat: no new positions, no additions, no trims, no exits across all six holders. The cohort owner count has held steady at three for the past seven quarters before expanding to six more recently, and that expanded base now shows no movement either, suggesting the position has settled into a passive hold rather than an active thesis being built or unwound.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 1.1% | 7q | $2.88B | 124,807,117 |
| 2 | Joel Greenblatt | 0.1% | 7q | $75M | 3,261,642 |
| 3 | Wallace Weitz | 2.1% | 7q | $30M | 1,293,000 |
| 4 | Francis Chou | 4.5% | 7q | $9M | 409,589 |
| 5 | Tweedy Browne | 0.1% | 4q | $1M | 46,881 |
| 6 | Lee Ainslie | <0.1% | 4q | $729K | 31,602 |
Owners of SIRI also hold
Long US equity 13F-HR filings only. CUSIP 829933100. Not investment advice.