Bislett Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Bislett Management, LLC disclosed 14 US equity positions worth $141.3m in its Q1 2025 13F filing. The largest position was WSC at 20.2% of the reported book, followed by BRK/A and SIRI. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 3 among the top 14 holdings.
What did Bislett Management, LLC own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WSC WILLSCOT HLDGS CORP | Industrials | 20.2% | $28.5m | 1,025,000 | -8% | reduced |
| 2 | BRK/A BERKSHIRE HATHAWAY INC | 19.8% | $27.9m | 35 | 0% | held | |
| 3 | SIRI SIRIUSXM HOLDINGS INC | 13.0% | $18.4m | 815,183 | -1% | reduced | |
| 4 | LIBERTY BROADBAND CORP | 8.4% | $11.9m | 140,000 | 0% | held | |
| 5 | CMCSA COMCAST CORP | Communication Services | 6.3% | $8.9m | 240,000 | 14% | added |
| 6 | GOOG ALPHABET INC | Communication Services | 5.5% | $7.8m | 50,000 | 0% | held |
| 7 | KO COCA-COLA CO | Consumer Defensive | 5.1% | $7.2m | 100,000 | 0% | held |
| 8 | FWONA LIBERTY MEDIA CORP DEL | 4.9% | $6.9m | 85,000 | -6% | reduced | |
| 9 | BRK/B BERKSHIRE HATHAWAY INC | 4.1% | $5.9m | 11,000 | 0% | held | |
| 10 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 2.9% | $4.1m | 103,330 | 0% | held |
| 11 | LIBERTY MEDIA CORP DEL | 2.9% | $4.1m | 60,000 | 0% | held | |
| 12 | LIBERTY MEDIA CORP DEL | 2.9% | $4.0m | 60,000 | 0% | held | |
| 13 | BATRA ATLANTA BRAVES HLDGS INC | 2.3% | $3.3m | 75,000 | 0% | held | |
| 14 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.7% | $2.4m | 5,000 | – | new |
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.