Bislett Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Bislett Management, LLC reported 14 stock positions worth $141.3 million. Its top holding was Willscot (WSC) at 20.2% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 19.8%) and Sirius XM (SIRI, 13.0%). Compared with Q4 2024, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Martin Marietta Materials (MLM) and the biggest sale Willscot (WSC, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $141.3M (Q1 2025)
- SEC Filing
- 0000935836-25-000326 ↗ filed May 14, 2025
Holdings Value
Holdings 14 stocks · $141.3M
| WSC Willscot Holdings Corp. | 20.17% | 1,025,000 | $28.5M | Reduce -7.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 19.78% | 35 | $27.9M | No change |
| SIRI Sirius XM Holdings Inc. | 13.01% | 815,183 | $18.4M | Reduce -0.6% |
| LBRDA Liberty Broadband-A | 8.42% | 140,000 | $11.9M | No change |
| CMCSA Comcast Corp. Class A | 6.27% | 240,000 | $8.9M | Add +14.3% |
| GOOG Alphabet Inc. Class C | 5.53% | 50,000 | $7.8M | No change |
| KO The Coca-Cola Co. | 5.07% | 100,000 | $7.2M | No change |
| FWONA Liberty Media Corp. Class A | 4.90% | 85,000 | $6.9M | Reduce -5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.15% | 11,000 | $5.9M | No change |
| BATRK Atlanta Braves Holdings in-C | 2.93% | 103,330 | $4.1M | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 2.89% | 60,000 | $4.1M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 2.86% | 60,000 | $4.0M | No change |
| BATRA Atlanta Braves Holdings in-A | 2.33% | 75,000 | $3.3M | No change |
| MLM Martin Marietta Materials | 1.69% | 5,000 | $2.4M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |