Sirius XM Holdings Inc. (SIRI)

SIRI's Fixed-rate debt sits around ~4.3% and fuels a low-cost capital structure with strong cash flow coverage. SIRI's Satellite spending cuts will unlock roughly 20% more free cash flow by 2026. Management is retiring cheap shares which boosts per-share value and ROIC.

If investors are looking for new ideas to put money into, it's a good idea to see what Warren Buffett-led Berkshire Hathaway owns. The Oracle of Omaha's investing track record speaks for itself, and some of his holdings might just be able to boost your own portfolio.

Warren Buffett is one of the wealthiest and most popular investors in the world, so mimicking his moves is a strategy that many of his fans deploy. If his company, Berkshire Hathaway, invests in a stock, then that stock usually sees a boost in its value after investors learn about the new position.

NEW YORK , Oct. 1, 2025 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) will release its third quarter 2025 operating and financial results on Thursday, October 30, and will hold an investor call that same day at 8:00 a.m. ET. A live webcast of the call will be available on the SiriusXM Investor Relations website at https://investor.siriusxm.com.

For the better part of six decades, Berkshire Hathaway (BRK.A 0.65%) (BRK.B 0.71%) CEO Warren Buffett has been crushing Wall Street's benchmark index, the S&P 500, in the return column. As of midday on Sept.

Despite facing industry headwinds, Sirius XM (SIRI 1.43%) is still a well-known company that many people might be familiar with. It's probably on investors' radars, mainly due to the fact that Warren Buffett-led Berkshire Hathaway owns 37% of Sirius XM's outstanding shares.

Sirius XM (SIRI) closed the most recent trading day at $22.58, moving 2.04% from the previous trading session.

Those familiar with Warren Buffett may know that he has increased the value of his company, Berkshire Hathaway, by an annual average of around 20% over the past 60 years. That's pretty amazing, given that the stock market has averaged annual returns of close to 10% over many decades.

Car entertainment has come a long way since the launch of satellite radio at the turn of the 21st century. When XM and Sirius each launched their respective satellite services, they became immediate competitors to terrestrial radio and cassette tapes or CDs.

All in all, the most recent quarterly earnings season on the U.S. market was a positive one. Many companies exceeded the consensus analyst estimates for revenue, profitability, or both.

On the surface, there may not be a lot to like when it comes to Sirius XM Holdings (SIRI 0.22%). The satellite radio operator has been a monopoly since regulators cleared the combination of Sirius and XM 17 years ago, but that doesn't mean that the platform has the market cornered.

Wall Street is a stomping ground for wealth creation, and few investors know this better than Berkshire Hathaway's (BRK.A -0.42%) (BRK.B -0.35%) billionaire CEO Warren Buffett.

Sirius XM (SIRI 0.69%) presents investors with a unique situation. On the one hand, it's the only satellite radio provider in the U.S., which gives it a monopoly position in the industry.

One stock that may look like an obvious buy at first glance is SiriusXM Holdings (SIRI -2.23%). On the surface, it is the sole company granted commercial satellite broadcast rights in the U.S. Moreover, it trades at a low valuation and offers a generous dividend, a likely reason for Warren Buffett's Berkshire Hathaway to hold a 36% stake in the company.

SiriusXM offers an attractive free cash flow yield, with declining capex and improving operational efficiencies driving higher cash conversion. I argue that SiriusXM provides a solid margin of safety, as even if management misses FCF growth targets, the LBO-like nature of the investment could still reward shareholders. Ideas such as low-cost ad-supported SiriusXM Play, announced in July, could help reduce serious decline in revenues, which I believe is the main risk to the investment thesis.

Sirius XM Holdings Inc. (NASDAQ:SIRI ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 6:05 PM EDT Company Participants Jennifer Witz - CEO & Director Conference Call Participants Stephen Laszczyk - Goldman Sachs Group, Inc., Research Division Presentation Stephen Laszczyk Research Analyst All right. Great. Let's get started with our next session.