Bislett Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Bislett Management, LLC reported 16 stock positions worth $159.6 million. Its top holding was Willscot (WSC) at 32.8% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 13.9%) and Liberty Media Corp.-Liber-New (LSXMK, 9.3%). Compared with Q4 2023, it added to 2 and reduced 3. The biggest buy was Warner Bros Discovery (WBD, shares +50%) and the biggest sale Willscot (WSC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $159.6M (Q1 2024)
- SEC Filing
- 0000935836-24-000394 ↗ filed May 15, 2024
Holdings Value
Holdings 16 stocks · $159.6M
| WSC Willscot Holdings Corp. | 32.77% | 1,125,000 | $52.3M | Reduce -4.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 13.91% | 35 | $22.2M | No change |
| LSXMK Liberty Media Corp.-Liber-New | 9.31% | 500,000 | $14.9M | No change |
| LSXMA Liberty Media Corp. Class A New | 7.44% | 400,000 | $11.9M | No change |
| LBRDA Liberty Broadband-A | 5.90% | 165,000 | $9.4M | Add +13.8% |
| GOOG Alphabet Inc. Class C | 4.77% | 50,000 | $7.6M | No change |
| CMCSA Comcast Corp. Class A | 4.07% | 150,000 | $6.5M | No change |
| KO The Coca-Cola Co. | 3.83% | 100,000 | $6.1M | No change |
| FWONA Liberty Media Corp. Class A | 3.68% | 100,000 | $5.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.90% | 11,000 | $4.6M | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 2.61% | 95,000 | $4.2M | Reduce -5.0% |
| BATRK Atlanta Braves Holdings in-C | 2.53% | 103,330 | $4.0M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 2.52% | 95,000 | $4.0M | Reduce -9.5% |
| BATRA Atlanta Braves Holdings in-A | 1.97% | 75,000 | $3.1M | No change |
| SIRI Sirius XM Holdings Inc. | 0.97% | 400,000 | $1.6M | No change |
| WBD Warner Bros Discovery Inc. | 0.82% | 150,000 | $1.3M | Add +50.0% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $147.6M | WSC, BRK.A, SIRI, GOOG, KO |
| Q1 2026 | 18 | $129.6M | BRK.A, WSC, GOOG, SIRI, KO |
| Q4 2025 | 17 | $131.8M | BRK.A, WSC, GOOG, SIRI, LBRDA |
| Q3 2025 | 16 | $138.1M | BRK.A, WSC, SIRI, GOOG, LBRDA |
| Q2 2025 | 15 | $146.2M | WSC, BRK.A, SIRI, LBRDA, CMCSA |
| Q1 2025 | 14 | $141.3M | WSC, BRK.A, SIRI, LBRDA, CMCSA |
| Q4 2024 | 13 | $141.3M | WSC, BRK.A, SIRI, LBRDA, GOOG |
| Q3 2024 | 13 | $149.4M | WSC, BRK.A, SIRI, LBRDA, GOOG |
| Q2 2024 | 15 | $139.0M | WSC, BRK.A, LSXMK, GOOG, LSXMA |
| Q1 2024 | 16 | $159.6M | WSC, BRK.A, LSXMK, LSXMA, LBRDA |