Bislett Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Bislett Management, LLC disclosed 15 US equity positions worth $146.2m in its Q2 2025 13F filing. The largest position was WSC at 18.8% of the reported book, followed by BRK/A and SIRI. Against the Q1 2025 filing, it opened 1 new position, added to 1 and reduced 2 among the top 15 holdings.
What did Bislett Management, LLC own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WSC WILLSCOT HOLDINGS CORPORATION | Industrials | 18.8% | $27.5m | 1,005,000 | -2% | reduced |
| 2 | BRK/A BERKSHIRE HATHAWAY INC | 17.5% | $25.5m | 35 | 0% | held | |
| 3 | SIRI SIRIUSXM HOLDINGS INC | 12.2% | $17.8m | 773,309 | -5% | reduced | |
| 4 | LIBERTY BROADBAND CORP | 9.4% | $13.7m | 140,000 | 0% | held | |
| 5 | CMCSA COMCAST CORP | Communication Services | 6.1% | $8.9m | 250,000 | 4% | added |
| 6 | GOOG ALPHABET INC | Communication Services | 6.1% | $8.9m | 50,000 | 0% | held |
| 7 | FWONA LIBERTY MEDIA CORP DEL | 5.5% | $8.1m | 85,000 | 0% | held | |
| 8 | KO COCA-COLA CO | Consumer Defensive | 4.8% | $7.1m | 100,000 | 0% | held |
| 9 | BRK/B BERKSHIRE HATHAWAY INC | 3.7% | $5.3m | 11,000 | 0% | held | |
| 10 | LIBERTY MEDIA CORP DEL | 3.3% | $4.9m | 60,000 | 0% | held | |
| 11 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 3.3% | $4.8m | 103,330 | 0% | held |
| 12 | LIBERTY MEDIA CORP DEL | 3.3% | $4.8m | 60,000 | 0% | held | |
| 13 | BATRA ATLANTA BRAVES HLDGS INC | 2.5% | $3.7m | 75,000 | 0% | held | |
| 14 | MLM MARTIN MARIETTA MATERIALS INC | Basic Materials | 1.9% | $2.7m | 5,000 | 0% | held |
| 15 | AMRZ AMRIZE LTD | Basic Materials | 1.7% | $2.5m | 50,000 | – | 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.