Bislett Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Bislett Management, LLC reported 13 stock positions worth $141.3 million. Its top holding was Willscot (WSC) at 26.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 16.9%) and Sirius XM (SIRI, 13.2%). Compared with Q3 2024, it added to 1 and reduced 5. The biggest buy was Comcast Class A (CMCSA, shares +20%) and the biggest sale Willscot (WSC, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $141.3M (Q4 2024)
- SEC Filing
- 0000935836-25-000123 ↗ filed Feb 12, 2025
Holdings Value
Holdings 13 stocks · $141.3M
| WSC Willscot Holdings Corp. | 26.27% | 1,110,000 | $37.1M | Reduce -5.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 16.86% | 35 | $23.8M | No change |
| SIRI Sirius XM Holdings Inc. | 13.23% | 819,962 | $18.7M | Reduce -8.9% |
| LBRDA Liberty Broadband-A | 7.37% | 140,000 | $10.4M | No change |
| GOOG Alphabet Inc. Class C | 6.74% | 50,000 | $9.5M | No change |
| CMCSA Comcast Corp. Class A | 5.58% | 210,000 | $7.9M | Add +20.0% |
| FWONA Liberty Media Corp. Class A | 5.35% | 90,000 | $7.6M | Reduce -6.5% |
| KO The Coca-Cola Co. | 4.41% | 100,000 | $6.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 3.53% | 11,000 | $5.0M | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 2.89% | 60,000 | $4.1M | Reduce -14.3% |
| LLYVA Liberty Media Corp.-Liberty-A | 2.83% | 60,000 | $4.0M | Reduce -14.3% |
| BATRK Atlanta Braves Holdings in-C | 2.80% | 103,330 | $4.0M | No change |
| BATRA Atlanta Braves Holdings in-A | 2.17% | 75,000 | $3.1M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Add +20.0% | 5.58% | +0.68 |
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 |