Bislett Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Bislett Management, LLC reported 16 stock positions worth $138.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 19.1% of the portfolio, followed by Willscot (WSC, 15.4%) and Sirius XM (SIRI, 12.5%). Compared with Q2 2025, it added to 3 and reduced 4. The biggest buy was Amrize (AMRZ, shares +20%) and the biggest sale Liberty Media Corp.-Liberty-A (LLYVA, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $138.1M (Q3 2025)
- SEC Filing
- 0000935836-25-000663 ↗ filed Nov 13, 2025
Holdings Value
Holdings 16 stocks · $138.1M
| BRK.A Berkshire Hathaway Inc. Class A | 19.11% | 35 | $26.4M | No change |
| WSC Willscot Holdings Corp. | 15.36% | 1,005,000 | $21.2M | No change |
| SIRI Sirius XM Holdings Inc. | 12.53% | 743,306 | $17.3M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 8.82% | 50,000 | $12.2M | No change |
| LBRDA Liberty Broadband-A | 7.57% | 165,000 | $10.4M | Add +17.9% |
| CMCSA Comcast Corp. Class A | 5.69% | 250,000 | $7.9M | No change |
| FWONA Liberty Media Corp. Class A | 5.52% | 80,000 | $7.6M | Reduce -5.9% |
| KO The Coca-Cola Co. | 4.80% | 100,000 | $6.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 4.00% | 11,000 | $5.5M | No change |
| BATRK Atlanta Braves Holdings in-C | 3.11% | 103,330 | $4.3M | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 2.81% | 40,000 | $3.9M | Reduce -33.3% |
| LLYVA Liberty Media Corp.-Liberty-A | 2.73% | 40,000 | $3.8M | Reduce -33.3% |
| BATRA Atlanta Braves Holdings in-A | 2.47% | 75,000 | $3.4M | No change |
| MLM Martin Marietta Materials | 2.28% | 5,000 | $3.2M | No change |
| AMRZ Amrize Ltd. | 2.11% | 60,000 | $2.9M | Add +20.0% |
| GLIBA Liberty Capital Corp. filed as GCI LIBERTY INC | 1.09% | 40,000 | $1.5M | Add +42.9% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |