BM
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BISLETT MANAGEMENT, LLC13F | |
| BISLETT MANAGEMENT, LLC | |
| Last update 2025-05-14 | 14 Stocks (1 new) |
| Value $141.00 Mil | Turnover 2 % |
BISLETT MANAGEMENT, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSC | WillScot Holdings Corp | 1,025,000 | 28,495.0 | -7.66% | 20.170 | -2.01% | 0.560 | +32.51% | -7.32% | 5,626.7 | Business Services | |
BRK.A | Berkshire Hathaway Inc | 35 | 27,945.5 | 0% | 19.780 | 0% | 0.000 | -8.33% | +6.20% | 1,042,258.9 | Insurance | |
SIRI | Sirius XM Holdings Inc | 815,183 | 18,378.3 | -0.58% | 13.010 | -0.08% | 0.240 | +17.29% | +9.33% | 8,231.8 | Media - Diversified | |
LBRDA | Liberty Broadband Corp | 140,000 | 11,900.0 | 0% | 8.420 | 0% | 0.100 | +24.61% | +29.68% | 13,040.1 | Telecommunication Services | |
CMCSA | Comcast Corp | 240,000 | 8,856.0 | +14.29% | 6.270 | +0.78% | 0.010 | +4.78% | -2.07% | 133,629.3 | Telecommunication Services | |
GOOG | Alphabet Inc | 50,000 | 7,811.5 | 0% | 5.530 | 0% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
KO | Coca-Cola Co | 100,000 | 7,162.0 | 0% | 5.070 | 0% | 0.000 | -4.98% | +12.70% | 297,683.1 | Beverages - Non-Alcoholic | |
FWONA | Liberty Media Corp | 85,000 | 6,924.9 | -5.56% | 4.900 | -0.30% | 0.030 | +20.58% | +12.23% | 25,694.8 | Media - Diversified | |
BRK.B | Berkshire Hathaway Inc | 11,000 | 5,858.4 | 0% | 4.150 | 0% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
BATRK | Atlanta Braves Holdings Inc | 103,330 | 4,134.2 | 0% | 2.930 | 0% | 0.170 | +20.15% | +22.19% | 2,971.9 | Media - Diversified |
BISLETT MANAGEMENT, LLC's Historical Top Holdings Breakdowns
BISLETT MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WSC | WillScot Holdings Corp | 2025-03-31 | Reduce Reduce | -2.01% | 27.8 ($34) 39.18 | $30.85 | -9.26% | Reduce -7.66% | 1,025,000 | -85,000 | |
MLM | Martin Marietta Materials Inc | 2025-03-31 | New Buy New Buy | +1.69% | 460.39 ($507.84) 552.64 | $574.75 | 13.18% | New holding | 5,000 | 5,000 | |
CMCSA | Comcast Corp | 2025-03-31 | Add Add | +0.78% | 33.19 ($36.08) 38.23 | $35.79 | -0.80% | Add 14.29% | 240,000 | 30,000 | |
FWONA | Liberty Media Corp | 2025-03-31 | Reduce Reduce | -0.30% | 75.91 ($85.12) 94.54 | $94.32 | 10.81% | Reduce -5.56% | 85,000 | -5,000 | |
SIRI | Sirius XM Holdings Inc | 2025-03-31 | Reduce Reduce | -0.08% | 20.83 ($23.55) 27.11 | $24.36 | 3.44% | Reduce -0.58% | 815,183 | -4,779 | |
WSC | WillScot Holdings Corp | 2024-12-31 | Reduce Reduce | -1.51% | 32.93 ($36.73) 39.8 | $30.85 | -16.01% | Reduce -5.13% | 1,110,000 | -60,000 | |
SIRI | Sirius XM Holdings Inc | 2024-12-31 | Reduce Reduce | -1.27% | 20.58 ($25.55) 28.74 | $24.36 | -4.66% | Reduce -8.89% | 819,962 | -80,038 | |
CMCSA | Comcast Corp | 2024-12-31 | Add Add | +0.93% | 37.39 ($41.5) 45.14 | $35.79 | -13.76% | Add 20% | 210,000 | 35,000 | |
LLYVK | Liberty Live Group | 2024-12-31 | Reduce Reduce | -0.34% | 51.31 ($63.76) 73.3 | $84.29 | 32.20% | Reduce -14.29% | 60,000 | -10,000 | |
LLYVA | Liberty Live Group | 2024-12-31 | Reduce Reduce | -0.33% | 49.62 ($62.23) 71.96 | $82.51 | 32.59% | Reduce -14.29% | 60,000 | -10,000 |
BISLETT MANAGEMENT, LLC Total Holding History ($B)
BISLETT MANAGEMENT, LLC's Asset Allocation
BISLETT MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BISLETT MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
BISLETT MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BISLETT MANAGEMENT, LLC's Holdings Heat Map
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BISLETT MANAGEMENT, LLC's Holdings Bubble Chart
BISLETT MANAGEMENT, LLC News
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