R.H. Dinel Investment Counsel, Inc. SIRI — SIRIUSXM HOLDINGS INC COMMON STOCK

Ownership history in R.H. Dinel Investment Counsel, Inc.  ·  8 quarters on record

AI Ownership Summary

R.H. Dinel Investment Counsel, Inc. reported SIRIUSXM HOLDINGS INC COMMON STOCK (SIRI) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.01% in 2026 Q2. The latest visible filing shows SIRI at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SIRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R.H. Dinel Investment Counsel, Inc.'s position in SIRIUSXM HOLDINGS INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SIRI was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SIRI stock page R.H. Dinel Investment Counsel, Inc. fund profile R.H. Dinel Investment Counsel, Inc. full holdings
How R.H. Dinel Investment Counsel, Inc. held SIRI — position size vs. price
% of Fund (quarterly)    SIRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 44,593 — 0% 1.01% $1.3M 2026-07-13 $30.67
2026 Q1 UNCHANGED — — — 44,593 — 0% 0.83% $1.0M 2026-04-15 $23.97
2025 Q4 UNCHANGED — — — 44,593 — 0% 0.65% $892K 2026-01-14 $20.64
2025 Q3 UNCHANGED — — — 44,593 — 0% 0.67% $1.0M 2025-10-17 $20.64
2025 Q2 REDUCED — — — 44,593 -1,515 -3.3% 0.68% $1.0M 2025-07-14 $23.16
2025 Q1 UNCHANGED — — — 46,108 — 0% 0.71% $1.0M 2025-04-14 $19.50
2024 Q4 REDUCED 29.4% -0.1% ✅ 46,108 -19,234 -29.4% 0.70% $1.1M 2025-01-17 $20.75
2024 Q3 INITIATED — — — 65,342 — — 0.97% $1.5M 2024-10-11 $22.98

🏢 Other funds also holding SIRI

As of 2026 Q2 — sorted by position size

Hi-Line Capital Management, LLC 3Y 7Y 5.63% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.89% Camelot Portfolios, LLC 3Y 7Y 0.97% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.96% Inlight Wealth Management, LLC 0.78% Guardian Wealth Management, Inc. 3Y 0.56% Triad Investment Management 3Y 7Y 0.41% Sprinkle Financial Consultants LLC 0.38% Stirlingshire Investments, Inc. 0.35% MILLINGTON SECURITIES, LLC 0.31%

FAQ About R.H. Dinel Investment Counsel, Inc. and SIRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has R.H. Dinel Investment Counsel, Inc. reported owning SIRI?

R.H. Dinel Investment Counsel, Inc. reported SIRI across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SIRI position in R.H. Dinel Investment Counsel, Inc.'s portfolio?

The largest reported portfolio weight for SIRI was 1.01% in 2026 Q2.

What is the latest reported SIRI position on this page?

The most recent filing on this page is 2026 Q2, when R.H. Dinel Investment Counsel, Inc. reported 44,593 shares, equal to 1.01% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SIRI ownership page compare?

The chart compares R.H. Dinel Investment Counsel, Inc.'s quarterly SIRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did R.H. Dinel Investment Counsel, Inc. time their SIRI position?

Based on 13F filing dates vs. subsequent SIRI price moves, R.H. Dinel Investment Counsel, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SIRI relative to SPY over the holding period was +0.7%.

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