Bislett Management, LLC
- SEC CIK
- 0001425041
- Latest filing
- Aug 11, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 15
- +2 vs. Q2 2023
- Portfolio value
- $141.8M
- −$12.7M (−8.2%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 1,100,000 | $45.7M | 32.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 35 | $18.6M | 13.1% | 00.0% | Unchanged | History |
| Liberty Media Corp531229789 | Stock | 500,000 | $12.7M | 9.0% | +500,000 | New | – |
| LBRDALiberty Broadband Corp | COM SER A | 125,000 | $11.4M | 8.0% | 00.0% | Unchanged | History |
| Liberty Media Corp531229813 | Stock | 400,000 | $10.2M | 7.2% | +400,000 | New | – |
| GOOGAlphabet Inc. | Stock | 50,000 | $6.59M | 4.6% | 00.0% | Unchanged | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 115,000 | $6.50M | 4.6% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 100,000 | $5.60M | 3.9% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 100,000 | $4.43M | 3.1% | 00.0% | Unchanged | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 125,000 | $4.01M | 2.8% | +125,000 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,000 | $3.85M | 2.7% | 00.0% | Unchanged | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 103,330 | $3.69M | 2.6% | +3,330+3.3% | Added | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 104,922 | $3.35M | 2.4% | +104,922 | New | History |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 75,000 | $2.93M | 2.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COM | 500,000 | $2.26M | 1.6% | +500,000 | New | History |
Sold out since Q2 2023 (3)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 500,000 | $16.4M | 10.6% | – |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 400,000 | $13.1M | 8.5% | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 770,000 | $9.66M | 6.2% | History |