Bislett Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Bislett Management, LLC reported 15 stock positions worth $146.2 million. Its top holding was Willscot (WSC) at 18.8% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 17.5%) and Sirius XM (SIRI, 12.2%). Compared with Q1 2025, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Amrize (AMRZ) and the biggest sale Willscot (WSC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $146.2M (Q2 2025)
- SEC Filing
- 0000935836-25-000485 ↗ filed Aug 11, 2025
Holdings Value
Holdings 15 stocks · $146.2M
| WSC Willscot Holdings Corp. | 18.84% | 1,005,000 | $27.5M | Reduce -1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 17.45% | 35 | $25.5M | No change |
| SIRI Sirius XM Holdings Inc. | 12.15% | 773,309 | $17.8M | Reduce -5.1% |
| LBRDA Liberty Broadband-A | 9.37% | 140,000 | $13.7M | No change |
| CMCSA Comcast Corp. Class A | 6.10% | 250,000 | $8.9M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 6.07% | 50,000 | $8.9M | No change |
| FWONA Liberty Media Corp. Class A | 5.52% | 85,000 | $8.1M | No change |
| KO The Coca-Cola Co. | 4.84% | 100,000 | $7.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 3.66% | 11,000 | $5.3M | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 3.33% | 60,000 | $4.9M | No change |
| BATRK Atlanta Braves Holdings in-C | 3.31% | 103,330 | $4.8M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 3.26% | 60,000 | $4.8M | No change |
| BATRA Atlanta Braves Holdings in-A | 2.52% | 75,000 | $3.7M | No change |
| MLM Martin Marietta Materials | 1.88% | 5,000 | $2.7M | No change |
| AMRZ Amrize Ltd. | 1.70% | 50,000 | $2.5M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |