Bislett Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Bislett Management, Llc disclosed 14 stock positions valued at approximately $147.61M as of quarter-end June 30, 2026. The largest holdings include WILLSCOT HLDGS CORP, BERKSHIRE HATHAWAY INC, and SIRIUSXM HOLDINGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $147.61M
Holdings by Sector
Bislett Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WILLSCOT HLDGS CORP | WSC | Industrials | 18.17% | 929,522 | -75,478 | -7.51% | $26,826,005 |
| BERKSHIRE HATHAWAY INC | BRK-A | Financial Services | 17.76% | 35 | - | - | $26,209,750 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 12.01% | 600,000 | - | - | $17,724,000 |
| ALPHABET INC | GOOG | Communication Services | 11.97% | 50,000 | - | - | $17,666,500 |
| COCA-COLA CO | KO | Consumer Defensive | 5.51% | 100,000 | - | - | $8,127,000 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 4.15% | 70,000 | - | - | $6,127,800 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 3.73% | 11,000 | - | - | $5,504,290 |
| COMCAST CORP | CMCSA | Communication Services | 3.66% | 220,000 | +60,000 | +37.50% | $5,401,000 |
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 3.63% | 103,330 | - | - | $5,362,827 |
| LIBERTY BROADBAND CORP | LBRDA | Communication Services | 3.16% | 140,000 | - | - | $4,659,200 |
| ATLANTA BRAVES HLDGS INC | BATRA | Communication Services | 2.86% | 75,000 | - | - | $4,223,250 |
| AMRIZE LTD. | AMRZ | Other | 2.71% | 75,000 | +15,000 | +25.00% | $3,997,500 |
| MARTIN MARIETTA MATERIALS INC | MLM | Basic Materials | 1.95% | 5,000 | - | - | $2,883,500 |
| VERSANT MEDIA GROUP INC | VSNT | Other | 0.16% | 6,400 | - | - | $230,464 |
Showing 14 of 14 holdings in the latest reporting period.