Bislett Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Bislett Management, LLC reported 18 stock positions worth $147.6 million. Its top holding was Willscot (WSC) at 18.2% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 17.8%) and Sirius XM (SIRI, 12.0%). Compared with Q1 2026, it added to 4 and reduced 1. The biggest buy was Comcast Class A (CMCSA, shares +38%) and the biggest sale Willscot (WSC, shares −8%).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001425041
Portfolio Value
$147.6M (Q2 2026)
SEC Filing
0000935836-26-000381 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.6M Q1 2024 Q2 2024: $139.0M Q2 2024 Q3 2024: $149.4M Q3 2024 Q4 2024: $141.3M Q4 2024 Q1 2025: $141.3M Q1 2025 Q2 2025: $146.2M Q2 2025 Q3 2025: $138.1M Q3 2025 Q4 2025: $131.8M Q4 2025 Q1 2026: $129.6M Q1 2026 Q2 2026: $147.6M $147.6M Q2 2026

Holdings 18 stocks · $147.6M
WSC Willscot Holdings Corp. 18.17% 929,522 $26.8M Reduce -7.5%
BRK.A Berkshire Hathaway Inc. Class A 17.76% 35 $26.2M No change
SIRI Sirius XM Holdings Inc. 12.01% 600,000 $17.7M No change
GOOG Alphabet Inc. Class C 11.97% 50,000 $17.7M No change
KO The Coca-Cola Co. 5.51% 100,000 $8.1M No change
FWONA Liberty Media Corp. Class A 4.15% 70,000 $6.1M No change
BRK.B Berkshire Hathaway Inc. Class B 3.73% 11,000 $5.5M No change
CMCSA Comcast Corp. Class A 3.66% 220,000 $5.4M Add +37.5%
BATRK Atlanta Braves Holdings in-C 3.63% 103,330 $5.4M No change
LBRDA Liberty Broadband-A 3.16% 140,000 $4.7M No change
BATRA Atlanta Braves Holdings in-A 2.86% 75,000 $4.2M No change
AMRZ Amrize Ltd. 2.71% 75,000 $4.0M Add +25.0%
LLYVK Liberty Live Holdings Class C 2.50% 35,000 $3.7M No change
LLYVA Liberty Live Holdings Class A 2.40% 35,000 $3.5M No change
GLIBK Liberty Capital Corp. Class C 2.19% 150,000 $3.2M Add +8.7%
MLM Martin Marietta Materials 1.95% 5,000 $2.9M No change
GLIBA Liberty Capital Corp. 1.48% 100,000 $2.2M Add +33.3%
VSNT Versant Media Group Inc. 0.16% 6,400 $230K No change

Portfolio Sells Q1 2026 → Q2 2026
WSC Willscot Holdings Corp. Reduce -7.5% 18.17% +4.71

Portfolio Buys Q1 2026 → Q2 2026
CMCSA Comcast Corp. Class A Add +37.5% 3.66% +0.12
AMRZ Amrize Ltd. Add +25.0% 2.71% +0.12
GLIBA Liberty Capital Corp. Add +33.3% 1.48% −0.65
GLIBK Liberty Capital Corp. Class C Add +8.7% 2.19% −1.77

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 18$147.6MWSC, BRK.A, SIRI, GOOG, KO
Q1 2026 18$129.6MBRK.A, WSC, GOOG, SIRI, KO
Q4 2025 17$131.8MBRK.A, WSC, GOOG, SIRI, LBRDA
Q3 2025 16$138.1MBRK.A, WSC, SIRI, GOOG, LBRDA
Q2 2025 15$146.2MWSC, BRK.A, SIRI, LBRDA, CMCSA
Q1 2025 14$141.3MWSC, BRK.A, SIRI, LBRDA, CMCSA
Q4 2024 13$141.3MWSC, BRK.A, SIRI, LBRDA, GOOG
Q3 2024 13$149.4MWSC, BRK.A, SIRI, LBRDA, GOOG
Q2 2024 15$139.0MWSC, BRK.A, LSXMK, GOOG, LSXMA
Q1 2024 16$159.6MWSC, BRK.A, LSXMK, LSXMA, LBRDA