EVERGREEN CAPITAL MANAGEMENT LLC
Position in SIRI — Sirius Xm Holdings Inc.
CIK 1260824
Bellevue, WA
Position in SIRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$889,862
+$187,585 QoQ
Shares Held
30,124
-1.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#223
of 580 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in SIRI Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $27,646,381 across 17 Entertainment names. SIRI ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
132,528 | $12,755,819 | |
| 2 | NFLX |
Netflix Inc
|
75,481 | $5,389,343 | |
| 3 | PSKY |
Paramount Skydance Corp
|
307,680 | $3,033,724 | |
| 4 | FWONA |
Liberty Media Corp
|
12,185 | $1,066,674 | |
| 5 | SIRI |
Sirius Xm Holdings Inc.
This page
|
30,124 | $889,862 | |
| 6 | NWSA |
News Corp
|
27,255 | $676,741 | |
| 7 | MSGS |
Madison Square Garden Sports Corp.
|
1,612 | $647,766 | |
| 8 | LYV |
Live Nation Entertainment, Inc.
|
2,653 | $485,790 |
All Filings in SIRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,862 | 30,124 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $702,277 | 30,428 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $591,980 | 29,599 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $686,899 | 29,506 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $674,673 | 29,372 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $709,399 | 31,459 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $676,931 | 29,690 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $734,474 | 31,056 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||