Bislett Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Bislett Management, LLC disclosed 13 US equity positions worth $141.3m in its Q4 2024 13F filing. The largest position was WSC at 26.3% of the reported book, followed by BRK/A and SIRI. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 5 among the top 13 holdings.
What did Bislett Management, LLC own in Q4 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WSC WILLSCOT HOLDINGS CORPORATION | Industrials | 26.3% | $37.1m | 1,110,000 | -5% | reduced |
| 2 | BRK/A BERKSHIRE HATHAWAY INC | 16.9% | $23.8m | 35 | 0% | held | |
| 3 | SIRI SIRIUSXM HOLDINGS INC | 13.2% | $18.7m | 819,962 | -9% | reduced | |
| 4 | LIBERTY BROADBAND CORP | 7.4% | $10.4m | 140,000 | 0% | held | |
| 5 | GOOG ALPHABET INC | Communication Services | 6.7% | $9.5m | 50,000 | 0% | held |
| 6 | CMCSA COMCAST CORP | Communication Services | 5.6% | $7.9m | 210,000 | 20% | added |
| 7 | FWONA LIBERTY MEDIA CORP DEL | 5.4% | $7.6m | 90,000 | -7% | reduced | |
| 8 | KO COCA-COLA CO | Consumer Defensive | 4.4% | $6.2m | 100,000 | 0% | held |
| 9 | BRK/B BERKSHIRE HATHAWAY INC | 3.5% | $5.0m | 11,000 | 0% | held | |
| 10 | LIBERTY MEDIA CORP DEL | 2.9% | $4.1m | 60,000 | -14% | reduced | |
| 11 | LIBERTY MEDIA CORP DEL | 2.8% | $4.0m | 60,000 | -14% | reduced | |
| 12 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 2.8% | $4.0m | 103,330 | 0% | held |
| 13 | BATRA ATLANTA BRAVES HLDGS INC | 2.2% | $3.1m | 75,000 | 0% | held |
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.