Bislett Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Bislett Management, LLC reported 15 stock positions worth $139.0 million. Its top holding was Willscot (WSC) at 30.7% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 15.4%) and Liberty Media Corp.-Liber-New (LSXMK, 8.0%). Compared with Q1 2024, it sold out of 1, added to 2 and reduced 4. The biggest buy was Comcast Class A (CMCSA, shares +17%) and the biggest sale an exit from Warner Bros Discovery (WBD).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001425041
Portfolio Value
$139.0M (Q2 2024)
SEC Filing
0000935836-24-000512 ↗ filed Aug 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.6M Q1 2024 Q2 2024: $139.0M $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 Q2 2026

Holdings 15 stocks · $139.0M
WSC Willscot Holdings Corp. 30.73% 1,135,000 $42.7M Add +0.9%
BRK.A Berkshire Hathaway Inc. Class A 15.41% 35 $21.4M No change
LSXMK Liberty Media Corp.-Liber-New 7.97% 500,000 $11.1M No change
GOOG Alphabet Inc. Class C 6.60% 50,000 $9.2M No change
LSXMA Liberty Media Corp. Class A New 6.37% 400,000 $8.9M No change
LBRDA Liberty Broadband-A 5.50% 140,000 $7.6M Reduce -15.2%
CMCSA Comcast Corp. Class A 4.93% 175,000 $6.9M Add +16.7%
KO The Coca-Cola Co. 4.58% 100,000 $6.4M No change
FWONA Liberty Media Corp. Class A 4.45% 96,276 $6.2M Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B 3.22% 11,000 $4.5M No change
BATRK Atlanta Braves Holdings in-C 2.93% 103,330 $4.1M No change
LLYVA Liberty Media Corp.-Liberty-A 2.27% 83,980 $3.2M Reduce -11.6%
BATRA Atlanta Braves Holdings in-A 2.23% 75,000 $3.1M No change
LLYVK Liberty Media Corp.-Liberty-C 2.01% 72,995 $2.8M Reduce -23.2%
SIRI Sirius XM Holdings Inc. 0.81% 400,000 $1.1M No change

Portfolio Sells Q1 2024 → Q2 2024
WBD Warner Bros Discovery Inc. Sold out 0.00% −0.82
LLYVK Liberty Media Corp.-Liberty-C Reduce -23.2% 2.01% −0.60
LBRDA Liberty Broadband-A Reduce -15.2% 5.50% −0.41
LLYVA Liberty Media Corp.-Liberty-A Reduce -11.6% 2.27% −0.25
FWONA Liberty Media Corp. Class A Reduce -3.7% 4.45% +0.77

Portfolio Buys Q1 2024 → Q2 2024
CMCSA Comcast Corp. Class A Add +16.7% 4.93% +0.86
WSC Willscot Holdings Corp. Add +0.9% 30.73% −2.04

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