# BISLETT MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1425041. Source: https://holderbook.com/funds/1425041-bislett-management-llc/

- Reported value: $147.6M
- Positions: 18
- Weight of the ten largest: 83.7%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WILLSCOT HLDGS CORP | [WSC](https://holderbook.com/stocks/WSC/) | $26.8M | 929,522 | 18.2% | 24 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $26.2M | 35 | 17.8% | 31 |
| SIRIUSXM HOLDINGS INC | [SIRI](https://holderbook.com/stocks/SIRI/) | $17.7M | 600,000 | 12.0% | 8 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $17.7M | 50,000 | 12.0% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $8.1M | 100,000 | 5.5% | 31 |
| LIBERTY MEDIA CORP DEL | [FWONA](https://holderbook.com/stocks/FWONA/) | $6.1M | 70,000 | 4.2% | 12 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.5M | 11,000 | 3.7% | 31 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $5.4M | 220,000 | 3.7% | 16 |
| ATLANTA BRAVES HLDGS INC | [BATRK](https://holderbook.com/stocks/BATRK/) | $5.4M | 103,330 | 3.6% | 12 |
| LIBERTY BROADBAND CORP | [LBRDA](https://holderbook.com/stocks/LBRDA/) | $4.7M | 140,000 | 3.2% | 31 |
| ATLANTA BRAVES HLDGS INC | [BATRA](https://holderbook.com/stocks/BATRA/) | $4.2M | 75,000 | 2.9% | 12 |
| AMRIZE LTD | [AMRZ](https://holderbook.com/stocks/AMRZ/) | $4.0M | 75,000 | 2.7% | 5 |
| LIBERTY LIVE HOLDINGS INC | [LLYVK](https://holderbook.com/stocks/LLYVK/) | $3.7M | 35,000 | 2.5% | 3 |
| LIBERTY LIVE HOLDINGS INC | [LLYVA](https://holderbook.com/stocks/LLYVA/) | $3.5M | 35,000 | 2.4% | 3 |
| LIBERTY CAP CORP | [GLIBK](https://holderbook.com/stocks/GLIBK/) | $3.2M | 150,000 | 2.2% | 3 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $2.9M | 5,000 | 2.0% | 6 |
| LIBERTY CAP CORP | [GLIBA](https://holderbook.com/stocks/GLIBA/) | $2.2M | 100,000 | 1.5% | 4 |
| VERSANT MEDIA GROUP INC | [VSNT](https://holderbook.com/stocks/VSNT/) | $230.5K | 6,400 | 0.2% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.2% | +14.8% | -1.7% | 100% |
| Q1 2026 | -0.9% | -4.6% | +3.7% | 100% |
| Q4 2025 | -3.9% | +2.4% | -6.3% | 100% |
| Q3 2025 | -4.5% | +7.8% | -12.4% | 100% |
| Q2 2025 | +2.5% | +10.5% | -7.9% | 100% |
| Q1 2025 | -0.5% | -4.6% | +4.1% | 100% |
| Q4 2024 | -2.4% | +2.1% | -4.6% | 100% |
| Q3 2024 | +15.7% | +5.4% | +10.2% | 94% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $147.6M | 18 |
| Q1 2026 | $129.6M | 18 |
| Q4 2025 | $131.8M | 17 |
| Q3 2025 | $138.1M | 16 |
| Q2 2025 | $146.2M | 15 |
| Q1 2025 | $141.3M | 14 |
| Q4 2024 | $141.3M | 13 |
| Q3 2024 | $149.4M | 13 |
| Q2 2024 | $139.0M | 15 |
| Q1 2024 | $159.6M | 16 |
| Q4 2023 | $156.3M | 16 |
| Q3 2023 | $141.8M | 15 |

