伯克希尔重仓Sirius XM遭遇重挫，投资回报不如预期

金十数据06-14

伯克希尔哈撒韦在2023年初持有约6300万股Sirius XM的股票，并在今年增持至1.05亿股。伯克希尔哈撒韦(BRK.A.N)今年加码持有Sirius XM(SIRI.O)的股票，但这一决定并未带来好结果。作为卫星广播运营商Sirius XM Holdings的跟踪股票，Liberty Sirius XM的股价下跌约30%。跟踪股票的下跌是因为Sirius XM的股价跌幅超过50%，使其...

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expected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XM":1,"BRK.A":1,"BRK.B":1},"content_text":"伯克希尔哈撒韦在2023年初持有约6300万股Sirius XM的股票，并在今年增持至1.05亿股。\n伯克希尔哈撒韦(BRK.A.N)今年加码持有Sirius XM(SIRI.O)的股票，但这一决定并未带来好结果。作为卫星广播运营商Sirius XM Holdings的跟踪股票，Liberty Sirius XM的股价下跌约30%。\n跟踪股票的下跌是因为Sirius XM的股价跌幅超过50%，使其成为今年纳斯达克100指数中表现最差的股票。\n伯克希尔在2023年初持有约6300万股Liberty Sirius XM股票，并将持股增至1.05亿股，占John Malone的Liberty Media公司发行的跟踪股票的约32%。伯克希尔持有Liberty Sirius XM的A类投票股（LSXMA）和无投票权股票（LSXMK）。\nLiberty Sirius XM的A类股周四收于20.48美元，下跌3.5%，盘中触及52周新低。而伯克希尔曾在接近52周高点31美元附近买入。Sirius XM的股价周四下跌3.6%至2.54美元，盘中触及52周新低2.45美元。\n伯克希尔最近一次增持是在四月下旬。作为持股超过10%的股东，伯克希尔必须在两个工作日内披露其持股变化。\n伯克希尔在Liberty Sirius XM的持股总值约为22亿美元，在其约3850亿美元的股票投资组合中占比很小，其中苹果(AAPL.O)占比超过40%，约为1690亿美元。\n伯克希尔显然看中了Liberty Sirius XM进入2024年时其持有的84%Sirius XM股份的价值有约35%的大幅折扣。\n去年12月，Liberty Media和Sirius XM达成了一项期待已久的合并协议，跟踪股票持有者将分配到Liberty持有的Sirius XM股票，每股约获得8.4股Sirius XM股票。该交易提供了弥合多年存在的大幅折扣的机制。\n随着交易接近完成，折扣缩小至约5%。然而，由于Sirius XM股价大幅下跌，拖累了跟踪股票。\nSirius XM股价下跌是由于对卫星广播用户流失的担忧，电缆公司如特许通讯(CHTR.US)股价的下跌以及公司估值的收缩。Sirius XM的估值在2023年底时高于电缆公司。\nSirius XM目前的估值约为2024年预期息税折旧摊销前利润的七倍，股息收益率为4%。\n公司市值约为90亿美元，预计在Liberty合并后净债务约为100亿美元——市值基于预计交易后34亿股的股份数量。\n一些伯克希尔观察家表示，Sirius XM的仓位可能是由伯克希尔投资经理Ted Weschler建立的，他与CEO沃伦·巴菲特合作。Weschler和Todd Combs共同管理伯克希尔约10%的股票投资组合。据悉，Weschler与Liberty Media CEO Greg Maffei关系密切。\n伯克希尔对此未予置评。\nLiberty Sirius XM的交易也吸引了一些大型对冲基金，包括Baupost Group、Millennium Management和Point72。Baupost由Seth Klarman领导，Point 72由Steve Cohen经营，Millennium的CEO是Israel Englander。这些基金在3月31日最新的报告日期时持有跟踪股票。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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