Bislett Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Bislett Management, LLC reported 18 stock positions worth $129.6 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 19.4% of the portfolio, followed by Willscot (WSC, 13.5%) and Alphabet Class C (GOOG, 11.1%). Compared with Q4 2025, it reduced 1. The biggest sale was Liberty Broadband-A (LBRDA, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001425041
- Portfolio Value
- $129.6M (Q1 2026)
- SEC Filing
- 0000935836-26-000235 ↗ filed May 11, 2026
Holdings Value
Holdings 18 stocks · $129.6M
| BRK.A Berkshire Hathaway Inc. Class A | 19.39% | 35 | $25.1M | No change |
| WSC Willscot Holdings Corp. | 13.46% | 1,005,000 | $17.4M | No change |
| GOOG Alphabet Inc. Class C | 11.06% | 50,000 | $14.3M | No change |
| SIRI Sirius XM Holdings Inc. | 10.68% | 600,000 | $13.8M | No change |
| KO The Coca-Cola Co. | 5.87% | 100,000 | $7.6M | No change |
| LBRDA Liberty Broadband-A | 5.42% | 140,000 | $7.0M | Reduce -15.2% |
| FWONA Liberty Media Corp. Class A | 4.22% | 70,000 | $5.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 4.07% | 11,000 | $5.3M | No change |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 3.96% | 138,033 | $5.1M | No change |
| CMCSA Comcast Corp. Class A | 3.54% | 160,000 | $4.6M | No change |
| BATRK Atlanta Braves Holdings in-C | 3.40% | 103,330 | $4.4M | No change |
| BATRA Atlanta Braves Holdings in-A | 2.73% | 75,000 | $3.5M | No change |
| AMRZ Amrize Ltd. | 2.59% | 60,000 | $3.4M | No change |
| LLYVK Liberty Live Holdings Class C | 2.54% | 35,000 | $3.3M | No change |
| LLYVA Liberty Live Holdings Class A | 2.47% | 35,000 | $3.2M | No change |
| MLM Martin Marietta Materials | 2.27% | 5,000 | $2.9M | No change |
| GLIBA Liberty Capital Corp. filed as GCI LIBERTY INC | 2.13% | 75,000 | $2.8M | No change |
| VSNT Versant Media Group Inc. | 0.18% | 6,400 | $237K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| LBRDA Liberty Broadband-A | Reduce -15.2% | 5.42% | −0.62 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||
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 |