Bislett Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Bislett Management, LLC disclosed 17 US equity positions worth $131.8m in its Q4 2025 13F filing. The largest position was BRK/A at 20.0% of the reported book, followed by WSC and GOOG. Against the Q3 2025 filing, it opened 3 new positions, added to 1 and reduced 3 among the top 17 holdings.
What did Bislett Management, LLC own in Q4 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A BERKSHIRE HATHAWAY INC | 20.0% | $26.4m | 35 | 0% | held | |
| 2 | WSC WILLSCOT HOLDINGS CORP | Industrials | 14.4% | $18.9m | 1,005,000 | 0% | held |
| 3 | GOOG ALPHABET INC | Communication Services | 11.9% | $15.7m | 50,000 | 0% | held |
| 4 | SIRI SIRIUSXM HOLDINGS INC | 9.1% | $12.0m | 600,000 | -19% | reduced | |
| 5 | LIBERTY BROADBAND CORP | 6.0% | $8.0m | 165,000 | 0% | held | |
| 6 | KO COCA-COLA CO | Consumer Defensive | 5.3% | $7.0m | 100,000 | 0% | held |
| 7 | FWONA LIBERTY MEDIA CORP DEL | 4.7% | $6.3m | 70,000 | -12% | reduced | |
| 8 | BRK/B BERKSHIRE HATHAWAY INC | 4.2% | $5.5m | 11,000 | 0% | held | |
| 9 | GLIBK GCI LIBERTY INC | Communication Services | 3.9% | $5.1m | 138,033 | – | new |
| 10 | CMCSA COMCAST CORP | Communication Services | 3.6% | $4.8m | 160,000 | -36% | reduced |
| 11 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 3.1% | $4.1m | 103,330 | 0% | held |
| 12 | AMRZ AMRIZE LTD | Basic Materials | 2.5% | $3.2m | 60,000 | 0% | held |
| 13 | BATRA ATLANTA BRAVES HLDGS INC | 2.4% | $3.2m | 75,000 | 0% | held | |
| 14 | MLM MARTIN MARIETTA MATERIALS INC | Basic Materials | 2.4% | $3.1m | 5,000 | 0% | held |
| 15 | LLYVK LIBERTY LIVE HOLDINGS INC | 2.2% | $2.9m | 35,000 | – | new | |
| 16 | LIBERTY LIVE HOLDINGS INC | 2.2% | $2.9m | 35,000 | – | new | |
| 17 | GLIBA GCI LIBERTY INC | 2.1% | $2.8m | 75,000 | 88% | added |
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.