Bislett Management
Palo Alto, CAfiles as BISLETT MANAGEMENT, LLC
$148m in 18 US stocks at the end of 30 June 2026. The top 10 are 83.7% of the money. It changed about 7.5% of the portfolio this quarter.
Value
$148m
Stocks
18
Top 10 share
83.7%
Turnover
7.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- ComcastCMCSA3.7% of the fund+38%
- AmrizeAMRZ2.7% of the fund+25%
- Liberty CapitalGLIBK2.2% of the fund+9%
- Liberty CapitalGLIBA1.5% of the fund+33%
Cut
Sold some of their stake.
- WillScot HoldingsWSC18.2% of the fund-8%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 17.8%
- Value
- $26m
- Shares
- 35
Held
- Liberty BroadbandLBRDA
- Share
- 3.2%
- Value
- $5m
- Shares
- 140,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| WillScot HoldingsWSC | 18.2% | $27m | 929,522 | -8% |
| Berkshire Hathaway INC DELBRK-A | 17.8% | $26m | 35 | Held |
| Sirius XM HoldingsSIRI | 12.0% | $18m | 600,000 | Held |
| AlphabetGOOG | 12.0% | $18m | 50,000 | Held |
| Coca-ColaKO | 5.5% | $8m | 100,000 | Held |
| Liberty MediaFWONA | 4.2% | $6m | 70,000 | Held |
| Berkshire HathawayBRK-B | 3.7% | $6m | 11,000 | Held |
| ComcastCMCSA | 3.7% | $5m | 220,000 | +38% |
| Atlanta Braves HoldingsBATRK | 3.6% | $5m | 103,330 | Held |
| Liberty BroadbandLBRDA | 3.2% | $5m | 140,000 | Held |
| Atlanta Braves HoldingsBATRA | 2.9% | $4m | 75,000 | Held |
| AmrizeAMRZ | 2.7% | $4m | 75,000 | +25% |
| Liberty Live HoldingsLLYVK | 2.5% | $4m | 35,000 | Held |
| Liberty Live HoldingsLLYVA | 2.4% | $4m | 35,000 | Held |
| Liberty CapitalGLIBK | 2.2% | $3m | 150,000 | +9% |
| Martin Marietta MaterialsMLM | 2.0% | $3m | 5,000 | Held |
| Liberty CapitalGLIBA | 1.5% | $2m | 100,000 | +33% |
| Versant Media GroupVSNT | 0.2% | $230,464 | 6,400 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 1.0% since 30 June 2025.
Where the money is
Media & telecom38.8%
Technology18.2%
Retail & consumer11.4%
Everyday goods5.5%
Materials4.7%
Financial services3.7%
Other17.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.