Bislett Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Bislett Management, LLC reported 13 stock positions worth $149.4 million. Its top holding was Willscot (WSC) at 29.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 16.2%) and Sirius XM (SIRI, 14.3%). Compared with Q2 2024, it opened 1 new position, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in Sirius XM (SIRI) and the biggest sale an exit from Liberty Media Corp.-Liber-New (LSXMK).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001425041
Portfolio Value
$149.4M (Q3 2024)
SEC Filing
0000935836-24-000646 ↗ filed Oct 30, 2024

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 $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 13 stocks · $149.4M
WSC Willscot Holdings Corp. 29.45% 1,170,000 $44.0M Add +3.1%
BRK.A Berkshire Hathaway Inc. Class A 16.20% 35 $24.2M No change
SIRI Sirius XM Holdings Inc. 14.25% 900,000 $21.3M New
LBRDA Liberty Broadband-A 7.20% 140,000 $10.8M No change
GOOG Alphabet Inc. Class C 5.60% 50,000 $8.4M No change
CMCSA Comcast Corp. Class A 4.89% 175,000 $7.3M No change
KO The Coca-Cola Co. 4.81% 100,000 $7.2M No change
FWONA Liberty Media Corp. Class A 4.61% 96,276 $6.9M No change
BRK.B Berkshire Hathaway Inc. Class B 3.39% 11,000 $5.1M No change
BATRK Atlanta Braves Holdings in-C 2.75% 103,330 $4.1M No change
LLYVK Liberty Media Corp.-Liberty-C 2.41% 70,000 $3.6M Reduce -4.1%
LLYVA Liberty Media Corp.-Liberty-A 2.32% 70,000 $3.5M Reduce -16.6%
BATRA Atlanta Braves Holdings in-A 2.12% 75,000 $3.2M No change

Portfolio Sells Q2 2024 → Q3 2024
LSXMK Liberty Media Corp.-Liber-New Sold out 0.00% −7.97
LSXMA Liberty Media Corp. Class A New Sold out 0.00% −6.37
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.81
LLYVA Liberty Media Corp.-Liberty-A Reduce -16.6% 2.32% +0.05
LLYVK Liberty Media Corp.-Liberty-C Reduce -4.1% 2.41% +0.40

Portfolio Buys Q2 2024 → Q3 2024
SIRI Sirius XM Holdings Inc. New 14.25% +14.25
WSC Willscot Holdings Corp. Add +3.1% 29.45% −1.27

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