BISLETT MANAGEMENT, LLC
Follow13F filer, CIK 1425041, Palo Alto, CA
BISLETT MANAGEMENT, LLC reported $141,269,520 across 14 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 90.23% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-25-000326
- Period
- 2025-03-31
- Reported value
- $141M
- Holdings
- 14
- Top 10 weight
- 90.23%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MLMnew | +5,000 | $2.39M |
| CMCSAadded | +30,000 | $1.11M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WSCreduced | -85,000 | -$2.36M |
| FWONAreduced | -5,000 | -$407K |
| SIRIreduced | -4,779 | -$108K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0000935836-25-000326, largest first. % of portfolio is the value over $141,269,520, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| WSCWILLSCOT HLDGS CORP | 1,025,000 | $28.5M | 20.17% | -85,000 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 35 | $27.9M | 19.78% | 0 | Timeline | ||
| SIRISIRIUSXM HOLDINGS INC | 815,183 | $18.4M | 13.01% | -4,779 | Timeline | ||
| LBRDALIBERTY BROADBAND CORP | 140,000 | $11.9M | 8.42% | 0 | Timeline | ||
| CMCSACOMCAST CORP NEW | 240,000 | $8.86M | 6.27% | +30,000 | Timeline | ||
| GOOGALPHABET INC | 50,000 | $7.81M | 5.53% | 0 | Timeline | ||
| KOCOCA COLA CO | 100,000 | $7.16M | 5.07% | 0 | Timeline | ||
| FWONALIBERTY MEDIA CORP DEL | 85,000 | $6.92M | 4.9% | -5,000 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 11,000 | $5.86M | 4.15% | 0 | Timeline | ||
| BATRKATLANTA BRAVES HLDGS INC | 103,330 | $4.13M | 2.93% | 0 | Timeline | ||
| LLYVKLIBERTY MEDIA CORP DEL | 60,000 | $4.09M | 2.89% | 0 | Timeline | ||
| LLYVALIBERTY MEDIA CORP | 60,000 | $4.03M | 2.86% | 0 | Timeline | ||
| BATRAATLANTA BRAVES HLDGS INC | 75,000 | $3.29M | 2.33% | 0 | Timeline | ||
| MLMMARTIN MARIETTA MATLS INC | 5,000 | $2.39M | 1.69% | new | Timeline |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000935836-25-000326 | base | 2025-05-14 | acceptance time not in the bulk data set |