Bislett Management, LLC
- SEC CIK
- 0001425041
- Latest filing
- Aug 11, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 24, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 16
- +1 vs. Q3 2023
- Portfolio value
- $156.3M
- +$14.4M (+10.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 1,175,000 | $52.3M | 33.5% | +75,000+6.8% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 35 | $19.0M | 12.2% | 00.0% | Unchanged | History |
| Liberty Media Corp531229789 | Stock | 500,000 | $14.4M | 9.2% | 00.0% | Unchanged | – |
| LBRDALiberty Broadband Corp | COM SER A | 145,000 | $11.7M | 7.5% | +20,000+16.0% | Added | History |
| Liberty Media Corp531229813 | Stock | 400,000 | $11.5M | 7.4% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 50,000 | $7.05M | 4.5% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 150,000 | $6.58M | 4.2% | +50,000+50.0% | Added | History |
| KOCoca Cola Co | Stock | 100,000 | $5.89M | 3.8% | 00.0% | Unchanged | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 100,000 | $5.80M | 3.7% | −15,000−13.0% | Reduced | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 103,330 | $4.09M | 2.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,000 | $3.92M | 2.5% | 00.0% | Unchanged | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 104,922 | $3.83M | 2.5% | 00.0% | Unchanged | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 100,000 | $3.74M | 2.4% | −25,000−20.0% | Reduced | History |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 75,000 | $3.21M | 2.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COM | 400,000 | $2.19M | 1.4% | −100,000−20.0% | Reduced | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 100,000 | $1.14M | 0.7% | +100,000 | New | History |