SIRI SIRIUS XM HOLDINGS INC. Insider Trading

Berkshire Hathaway buys 5,030,425 shares of SIRI for $106,454,379.46 at blended avg $21.16 across 4 transactions, raising stake to 124.81M shares.

Berkshire Hathaway completed 4 separate purchases totaling 5,030,425 shares for $106,454,379.46, increasing its holdings by approximately 4.2%. The stock is currently trading at $21.62, down 38.0% from its 52-week high of $34.90 and down 11.0% over the past 30 days. Berkshire's cross-ticker selling track record shows a 90-day well-timed rate of 100.00%, indicating its prior open-market sales have been consistently followed by stock declines. SIRI itself faces headwinds: the company posted annual revenue decline of -2.8% and was unprofitable over its most recent full fiscal year, despite latest-quarter revenue of $2.1B and net income of $205.0M. This substantial accumulation at depressed valuations by one of the market's most scrutinized investors occurs against material operational challenges and significant share-price weakness.

Berkshire Hathaway buys 2,308,119 shares of SIRI for $53,957,343.49 across 4 trades Jan 30–Feb 3

Berkshire Hathaway, a 10% owner, deployed $53,957,343.49 across 4 separate purchases totaling 2,308,119 shares at an average price of $23.38, expanding its stake from 117,468,573 to 119,776,692 shares. The purchases span Jan 30–Feb 3, 2025, a period during which SIRI traded in a narrow $22.79–$24.05 range and currently sits -54.1% from its 52-week high of $52.30. SIRI reported negative net income of $-2,456,000,000.00 in the latest quarter and annual revenue declined -2.8% year-over-year, making this accumulation by a major shareholder at depressed valuations relative to recent history noteworthy for investors tracking positioning in a distressed name. Berkshire's cross-ticker open-market buy track record shows an average 30-day return of +3.8% across 20 prior transactions, providing historical context for how the portfolio manager has navigated entry points, though past performance at other issuers does not predict outcomes at SIRI.

Berkshire Hathaway acquired 4,963,844 shares of SIRI for $107,234,753.25 across 5 purchases (Dec 17–19, 2024), raising stake to 117.47M shares.

Berkshire Hathaway, a 10% owner, executed 5 separate open-market purchases totaling 4,963,844 shares for $107,234,753.25 at a blended average price of $21.60 during Dec 17–19, 2024. The current stock price of $20.58 sits -62.8% from its 52-week high of $55.30, and the 30-day change is -18.2%, indicating sustained weakness. Prior to this filing, Berkshire made 3 purchases at SIRI (Oct 29–31, 2024), all of which showed negative 30-day returns (-3.7%, -1.8%, +1.4%), with timing outcomes not yet measurable at the 90-day mark. The company's latest quarterly fundamentals show net income of $-2,456,000,000.00 and a P/E of 62.36. This multi-tranche purchase pattern, executed as the stock fell sharply, contrasts with Berkshire's broader cross-ticker track record where 20 prior buys averaged a 30-day return of -1.4%, and its own mixed recent history at this ticker.

Berkshire Hathaway buys 2,227,939 shares of Sirius XM for $60,692,844.67 across 3 days at blended avg $27.24; holdings now 112.50M (+2.0%)

Berkshire Hathaway, a 10% shareholder in Sirius XM, executed 3 separate purchases totaling 2,227,939 shares for $60,692,844.67 over three consecutive trading days (Oct 29–31, 2024) at prices ranging from $26.59 to $27.65, blending to $27.24. This represents a +2.0% increase in its already-substantial 110.28M-share position, extending a pattern of five consecutive daily buys at this ticker beginning on October 10 (outcomes not yet measurable beyond 30 days). The company faces profitability headwinds—most recent quarter net income was $-2.5B against revenue of $2.2B, with P/E of 80.79—yet the 10% owner continues accumulating shares near the current price of $26.66, which is -53.2% from the 52-week high. The multi-day, multi-tranche structure across distinct calendar days and varied execution prices suggests a deliberate acquisition pattern rather than a single opportunistic purchase.

Berkshire Hathaway bought 1,557,702 SIRI shares for $42,143,336.72 across 3 Oct 2024 trades, raising stake to 110.28M shares.

Berkshire Hathaway executed 3 separate purchases totaling 1,557,702 shares for $42,143,336.72 in mid-October 2024 at a blended average price of $27.05. The transaction increases the 10% owner's holding from 108.72M to 110.28M shares (+1.4%). This follows a rapid sequence: prior Form 4 filings show 4 buys at SIRI within the preceding week (2024-10-09 through 2024-10-11), indicating sustained accumulation during a period when the stock is trading 51.5% below its 52-week high of $56.90 but up 18.6% over the prior 30 days. The company's P/E of 81.21 against flat revenue growth (-0.6% annually) and elevated valuation multiples merit scrutiny, but Berkshire's continued accumulation despite these metrics suggests conviction in the position despite near-term volatility.

Berkshire Hathaway buys 3,564,059 SIRI shares in 4 transactions for $86,730,943.49 (Oct 9–11), raising stake to 108.72M shares

Berkshire Hathaway, a 10% owner of Sirius XM Holdings, executed 4 separate open-market purchases totaling 3,564,059 shares for $86,730,943.49 across three trading days (October 9–11, 2024), lifting its post-transaction holdings to 108,719,088 shares. The blended average purchase price of $24.33 sits near the current market price of $24.93, a level that represents -56.2% from the 52-week high of $56.90 and reflects a 90-day decline of -32.8%. The company's P/E of 73.32 and slowing fundamentals (annual revenue growth of -0.6%, despite $2.2B in quarterly revenue) mean the stake expansion comes amid deteriorating near-term momentum rather than valuation recovery. This filing documents a material net accumulation (+3.4% versus pre-transaction holdings) by a sophisticated, long-term capital allocator, warranting close attention to whether the purchase reflects either confidence at current levels or a structural reassessment of the investment thesis.