Bislett Management, LLC
- SEC CIK
- 0001425041
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 15
- +1 vs. Q1 2025
- Portfolio value
- $146.2M
- +$4.90M (+3.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 1,005,000 | $27.5M | 18.8% | −20,000−2.0% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 35 | $25.5M | 17.5% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 773,309 | $17.8M | 12.2% | −41,874−5.1% | Reduced | History |
| LBRDALiberty Broadband Corp | COM SER A | 140,000 | $13.7M | 9.4% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 250,000 | $8.92M | 6.1% | +10,000+4.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 50,000 | $8.87M | 6.1% | 00.0% | Unchanged | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 85,000 | $8.07M | 5.5% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 100,000 | $7.08M | 4.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,000 | $5.34M | 3.7% | 00.0% | Unchanged | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 60,000 | $4.87M | 3.3% | 00.0% | Unchanged | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 103,330 | $4.83M | 3.3% | 00.0% | Unchanged | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 60,000 | $4.77M | 3.3% | 00.0% | Unchanged | History |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 75,000 | $3.69M | 2.5% | 00.0% | Unchanged | History |
| MLMMartin Marietta Materials Inc | COM | 5,000 | $2.74M | 1.9% | 00.0% | Unchanged | History |
| AMRZAmrize Ltd | SHS | 50,000 | $2.48M | 1.7% | +50,000 | New | History |