Bislett Management, LLC
Bislett Management, LLC reported 18 US-listed holdings worth $147.6 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: WillScot Holdings Corp. (18.2%), Berkshire Hathaway Inc. Del (17.8%) and Siriusxm Holdings Inc. (12.0%). Against the quarter before, it opened 0 positions, added to 4, trimmed 1 and sold out of 0.
The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +2.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 4
- Comcast Corp. CMCSA+60,000 shares · +38%
- Amrize Ltd AMRZ+15,000 shares · +25%
- Gci Liberty Inc. GLIBA+25,000 shares · +33%
- Gci Liberty Inc. GLIBK+11,967 shares · +9%
Trimmed 1
- WillScot Holdings Corp. WSC-75,478 shares · -8%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| WillScot Holdings Corp. WSC | 929.5K | $26.8 million | 18.17% | -75.5K |
| Berkshire Hathaway Inc. Del | 35 | $26.2 million | 17.76% | no change |
| Siriusxm Holdings Inc. SIRI | 600.0K | $17.7 million | 12.01% | no change |
| Alphabet Inc. GOOG | 50.0K | $17.7 million | 11.97% | no change |
| Coca-Cola Co. KO | 100.0K | $8.1 million | 5.51% | no change |
| Liberty Media Corp. Del FWONA | 70.0K | $6.1 million | 4.15% | no change |
| Berkshire Hathaway Inc. Class B BRKB | 11.0K | $5.5 million | 3.73% | no change |
| Comcast Corp. CMCSA | 220.0K | $5.4 million | 3.66% | +60.0K |
| Atlanta Braves Holdings Inc BATRK | 103.3K | $5.4 million | 3.63% | no change |
| Liberty Broadband Corp. LBRDA | 140.0K | $4.7 million | 3.16% | no change |
| Atlanta Braves Holdings Inc BATRA | 75.0K | $4.2 million | 2.86% | no change |
| Amrize Ltd AMRZ | 75.0K | $4.0 million | 2.71% | +15.0K |
| Liberty Live Hldgs Inc. LLYVK | 35.0K | $3.7 million | 2.50% | no change |
| Liberty Live Holdings Inc. Com Ser A LLYVA | 35.0K | $3.5 million | 2.40% | no change |
| Gci Liberty Inc. GLIBK | 150.0K | $3.2 million | 2.19% | +12.0K |
| Martin Marietta Materials Inc. MLM | 5.0K | $2.9 million | 1.95% | no change |
| Gci Liberty Inc. GLIBA | 100.0K | $2.2 million | 1.48% | +25.0K |
| Versant Media Group, Inc. VSNT | 6.4K | $230,464 | 0.16% | no change |