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CIK: 0001425041
Total reported value
$147.6M
$147.6M
15 檔
63.3%
According to the latest 13F quarterly dataset, Bislett Management, LLC managed an equity portfolio of $147.6M at the end of Q2 2025, spanning 15 distinct U.S. exchange-listed positions.
During Q2 2025, Bislett Management, LLC performed routine portfolio adjustments (1 new buys, 1 additions, 2 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WSC | Willscot Holdings CORP | Stock-Industrials | 18.84% | +4.71% | -1.95% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 17.45% | -1.63% | — | |
| 3 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 12.15% | +1.33% | -5.14% | |
| 4 | LBRDA | Liberty Broadband-a | Stock-Other | 9.37% | -2.26% | — | |
| 5 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.10% | +0.12% | +4.17% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.07% | +0.91% | — | |
| 7 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 5.52% | -0.07% | — | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.84% | -0.36% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.66% | -0.34% | — | |
| 10 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 3.33% | — | — | |
| 11 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 3.31% | +0.23% | — | |
| 12 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 3.26% | — | — | |
| 13 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 2.52% | +0.13% | — | |
| 14 | MLM | Martin Marietta Materials | Stock-Materials | 1.88% | -0.32% | — | |
| 15 | AMRZ | Amrize Ltd | Stock-Materials | 1.69% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMRZ | Amrize Ltd | +1.7% | NEW | New buy |
| 2 | LBRDA | Liberty Broadband-a | +1% | — | Unchanged |
| 3 | FWONA | Liberty Media Corp-formula-a | +0.6% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | — | Unchanged |
| 5 | LLYVK* | Liberty Media Corp-liberty-c | +0.4% | — | Unchanged |
| 6 | LLYVA* | Liberty Media Corp-liberty-a | +0.4% | — | Unchanged |
| 7 | BATRK | Atlanta Braves Holdings In-c | +0.4% | — | Unchanged |
| 8 | BATRA | Atlanta Braves Holdings In-a | +0.2% | — | Unchanged |
| 9 | MLM | Martin Marietta Materials | +0.2% | — | Unchanged |
| 10 | CMCSA | Comcast Corp-class A | -0.2% | +4.17% | Add |
| 11 | KO | Coca-cola Co/the | -0.2% | — | Unchanged |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | — | Unchanged |
| 13 | SIRI | Sirius Xm Holdings Inc | -0.9% | -5.14% | Trim |
| 14 | WSC | Willscot Holdings CORP | -1.3% | -1.95% | Trim |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | -2.3% | — | Unchanged |
According to official SEC Form 13F filings, Bislett Management, LLC reported a total U.S. public equity portfolio value of $147.6M across 15 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WSC, BRK-A, SIRI) accounted for 63.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMRZ
市值: $2.5M
Top Position Liquidated / Trimmed
WSC
前期市值: $28.5M
During Q2 2025, Bislett Management, LLC's top holdings by market value included WSC (18.8%)、BRK-A (17.4%)、SIRI (12.2%). The largest single position, WSC, represented 18.8% of total portfolio value.
In Q2 2025, Bislett Management, LLC made 4 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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