Bislett Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Bislett Management, LLC disclosed 13 US equity positions worth $149.4m in its Q3 2024 13F filing. The largest position was WSC at 29.5% of the reported book, followed by BRK/A and SIRI.
What did Bislett Management, LLC own in Q3 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WSC WILLSCOT HOLDINGS CORPORATION | Industrials | 29.5% | $44.0m | 1,170,000 | – | |
| 2 | BRK/A BERKSHIRE HATHAWAY INC | 16.2% | $24.2m | 35 | – | ||
| 3 | SIRI SIRIUSXM HOLDINGS INC | 14.3% | $21.3m | 900,000 | – | ||
| 4 | LIBERTY BROADBAND CORP | 7.2% | $10.8m | 140,000 | – | ||
| 5 | GOOG ALPHABET INC | Communication Services | 5.6% | $8.4m | 50,000 | – | |
| 6 | CMCSA COMCAST CORP | Communication Services | 4.9% | $7.3m | 175,000 | – | |
| 7 | KO COCA-COLA CO | Consumer Defensive | 4.8% | $7.2m | 100,000 | – | |
| 8 | FWONA LIBERTY MEDIA CORP DEL | 4.6% | $6.9m | 96,276 | – | ||
| 9 | BRK/B BERKSHIRE HATHAWAY INC | 3.4% | $5.1m | 11,000 | – | ||
| 10 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 2.8% | $4.1m | 103,330 | – | |
| 11 | LIBERTY MEDIA CORP DEL | 2.4% | $3.6m | 70,000 | – | ||
| 12 | LIBERTY MEDIA CORP DEL | 2.3% | $3.5m | 70,000 | – | ||
| 13 | BATRA ATLANTA BRAVES HLDGS INC | 2.1% | $3.2m | 75,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.