Bislett Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Bislett Management, LLC reported 17 stock positions worth $131.8 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 20.0% of the portfolio, followed by Willscot (WSC, 14.4%) and Alphabet Class C (GOOG, 11.9%). Compared with Q3 2025, it opened 1 new position, added to 1 and reduced 5. The biggest buy was a new position in Liberty Capital Class C (GLIBK) and the biggest sale Sirius XM (SIRI, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $131.8M (Q4 2025)
- SEC Filing
- 0000935836-26-000094 ↗ filed Feb 17, 2026
Holdings Value
Holdings 17 stocks · $131.8M
| BRK.A Berkshire Hathaway Inc. Class A | 20.04% | 35 | $26.4M | No change |
| WSC Willscot Holdings Corp. | 14.35% | 1,005,000 | $18.9M | No change |
| GOOG Alphabet Inc. Class C | 11.90% | 50,000 | $15.7M | No change |
| SIRI Sirius XM Holdings Inc. | 9.10% | 600,000 | $12.0M | Reduce -19.3% |
| LBRDA Liberty Broadband-A | 6.04% | 165,000 | $8.0M | No change |
| KO The Coca-Cola Co. | 5.30% | 100,000 | $7.0M | No change |
| FWONA Liberty Media Corp. Class A | 4.75% | 70,000 | $6.3M | Reduce -12.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.19% | 11,000 | $5.5M | No change |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 3.90% | 138,033 | $5.1M | New |
| CMCSA Comcast Corp. Class A | 3.63% | 160,000 | $4.8M | Reduce -36.0% |
| BATRK Atlanta Braves Holdings in-C | 3.09% | 103,330 | $4.1M | No change |
| AMRZ Amrize Ltd. | 2.46% | 60,000 | $3.2M | No change |
| BATRA Atlanta Braves Holdings in-A | 2.42% | 75,000 | $3.2M | No change |
| MLM Martin Marietta Materials | 2.36% | 5,000 | $3.1M | No change |
| LLYVK Liberty Live Holdings Class C | 2.21% | 35,000 | $2.9M | Reduce -12.5% |
| LLYVA Liberty Live Holdings Class A | 2.16% | 35,000 | $2.9M | Reduce -12.5% |
| GLIBA Liberty Capital Corp. filed as GCI LIBERTY INC | 2.10% | 75,000 | $2.8M | Add +87.5% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |