Bislett Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Bislett Management, LLC disclosed 18 US equity positions worth $147.6m in its Q2 2026 13F filing. The largest position was WSC at 18.2% of the reported book, followed by BRK/A and SIRI. Against the Q1 2026 filing, it opened 0 new positions, added to 4 and reduced 1 among the top 18 holdings.
What did Bislett Management, LLC own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WSC WILLSCOT HLDGS CORP | Industrials | 18.2% | $26.8m | 929,522 | -8% | reduced |
| 2 | BRK/A BERKSHIRE HATHAWAY INC | 17.8% | $26.2m | 35 | 0% | held | |
| 3 | SIRI SIRIUSXM HOLDINGS INC | Communication Services | 12.0% | $17.7m | 600,000 | 0% | held |
| 4 | GOOG ALPHABET INC | Communication Services | 12.0% | $17.7m | 50,000 | 0% | held |
| 5 | KO COCA-COLA CO | Consumer Defensive | 5.5% | $8.1m | 100,000 | 0% | held |
| 6 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 4.2% | $6.1m | 70,000 | 0% | held |
| 7 | BRK/B BERKSHIRE HATHAWAY INC | 3.7% | $5.5m | 11,000 | 0% | held | |
| 8 | CMCSA COMCAST CORP | Communication Services | 3.7% | $5.4m | 220,000 | 38% | added |
| 9 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 3.6% | $5.4m | 103,330 | 0% | held |
| 10 | LIBERTY BROADBAND CORP | 3.2% | $4.7m | 140,000 | 0% | held | |
| 11 | BATRA ATLANTA BRAVES HLDGS INC | 2.9% | $4.2m | 75,000 | 0% | held | |
| 12 | AMRZ AMRIZE LTD. | Basic Materials | 2.7% | $4.0m | 75,000 | 25% | added |
| 13 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 2.5% | $3.7m | 35,000 | 0% | held |
| 14 | LIBERTY LIVE HOLDINGS INC | 2.4% | $3.5m | 35,000 | 0% | held | |
| 15 | GLIBK LIBERTY CAP CORP | Communication Services | 2.2% | $3.2m | 150,000 | 9% | added |
| 16 | MLM MARTIN MARIETTA MATERIALS INC | Basic Materials | 2.0% | $2.9m | 5,000 | 0% | held |
| 17 | GLIBA LIBERTY CAP CORP | 1.5% | $2.2m | 100,000 | 33% | added | |
| 18 | VSNT VERSANT MEDIA GROUP INC | Communication Services | 0.2% | $230.5k | 6,400 | 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.