Bislett Management, LLC
- SEC CIK
- 0001425041
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 18
- 0 vs. Q1 2026
- Portfolio value
- $147.6M
- +$18.0M (+13.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 929,522 | $26.8M | 18.2% | −75,478−7.5% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 35 | $26.2M | 17.8% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 600,000 | $17.7M | 12.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 50,000 | $17.7M | 12.0% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 100,000 | $8.13M | 5.5% | 00.0% | Unchanged | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 70,000 | $6.13M | 4.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,000 | $5.50M | 3.7% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 220,000 | $5.40M | 3.7% | +60,000+37.5% | Added | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 103,330 | $5.36M | 3.6% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 140,000 | $4.66M | 3.2% | 00.0% | Unchanged | History |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 75,000 | $4.22M | 2.9% | 00.0% | Unchanged | History |
| AMRZAmrize Ltd | SHS | 75,000 | $4.00M | 2.7% | +15,000+25.0% | Added | History |
| LLYVKLiberty Live Holdings, Inc. | COM SHS SER C | 35,000 | $3.70M | 2.5% | 00.0% | Unchanged | History |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 35,000 | $3.54M | 2.4% | 00.0% | Unchanged | History |
| GLIBKLiberty Capital Corp | SER C GCI GROUP | 150,000 | $3.23M | 2.2% | +11,967+8.7% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 5,000 | $2.88M | 2.0% | 00.0% | Unchanged | History |
| GLIBALiberty Capital Corp | SER A GCI GROUP | 100,000 | $2.19M | 1.5% | +25,000+33.3% | Added | History |
| VSNTVersant Media Group, Inc. | COM CL A | 6,400 | $230.5K | 0.2% | 00.0% | Unchanged | History |