Bislett Management, LLC — Q1 2017 13F 持股

Name: Bislett Management, LLC — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001425041

申报总市值

US$1.3亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	PEP	Pepsico INC	股票-非周期性消费	9.80%	—	—
2	MINIEUR	Mobile Mini INC	股票-其他	9.26%	—	—
3	DISCAUSD	Discovery INC - A	股票-其他	7.83%	—	+2.38%
4	LBRDA	Liberty Broadband-a	股票-其他	7.46%	-0.62%	—
5	LBTYA	Liberty Global Ltd.	股票-其他	7.30%	—	—
6	CMPR	Cimpress plc	股票-其他	6.47%	—	—
7	LM03	Liberty Media Cor-siriusxm A	股票-其他	6.33%	—	—
8	CNA	Cna Financial CORP	股票-其他	5.53%	—	—
9	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	5.47%	-0.65%	—
10	YUM	Yum! Brands INC	股票-周期性消费	4.00%	—	—
11	KO	Coca-cola Co/the	股票-非周期性消费	3.98%	+0.57%	—
12	USA	Liberty Interactive CORP	股票-其他	2.99%	—	+4.37%
13	AEP	American Electric Power Company, Inc.	股票-公用事业	2.80%	—	—
14	USA	Liberty All-Star Equity Fund	股票-其他	2.78%	—	—
15	CMP	Compass Minerals Internation	股票-其他	2.71%	—	—
16	LBTYA	Liberty Global Ltd.	股票-其他	2.19%	—	—
17	LM05	Liberty Media Corp-liberty-a	股票-其他	2.15%	—	+61.54%
18	YUMC	Yum China Holdings INC	股票-周期性消费	1.70%	—	—
19	LGF-BEUR	Lions Gate Entertainment-b	股票-其他	1.53%	—	—
20	BATRKUSD	Liberty Media Corp-braves C	股票-其他	1.48%	—	+42.86%
21	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.15%	-0.12%	—
22	LEXEA	Liberty Expedia Hold-a	股票-其他	1.14%	—	—
23	BATRAUSD	Liberty Media Corp-braves A	股票-其他	1.12%	—	—
24	LBRDK	Liberty Broadband-c	股票-通信服务	1.12%	—	—
25	SNI	Scripps Networks Inter-cl A	股票-其他	0.98%	—	—
26	USA	Liberty All-Star Equity Fund	股票-其他	0.72%	—	—

本季持股变动

Bislett Management, LLC 于截至 Q1 2017 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	LBRDA	Liberty Broadband-a	+0.9%	—	不变
2	LBTYA	Liberty Global Ltd.	+0.9%	—	不变
3	LM05	Liberty Media Corp-liberty-a	+0.8%	+61.54%	加仓
4	BATRKUSD	Liberty Media Corp-braves C	+0.6%	+42.86%	加仓
5	LM03	Liberty Media Cor-siriusxm A	+0.5%	—	不变
6	USA	Liberty All-Star Equity Fund	+0.4%	—	不变
7	DISCAUSD	Discovery INC - A	+0.4%	+2.38%	加仓
8	PEP	Pepsico INC	+0.3%	—	不变
9	LBTYA	Liberty Global Ltd.	+0.3%	—	不变
10	CNA	Cna Financial CORP	+0.2%	—	不变
11	LBRDK	Liberty Broadband-c	+0.1%	—	不变
12	LEXEA	Liberty Expedia Hold-a	+0.1%	—	不变
13	SNI	Scripps Networks Inter-cl A	+0.1%	—	不变
14	USA	Liberty Interactive CORP	0%	+4.37%	加仓
15	USA	Liberty All-Star Equity Fund	0%	—	不变
16	YUMC	Yum China Holdings INC	0%	—	不变
17	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	不变
18	KO	Coca-cola Co/the	-0.1%	—	不变
19	BRK-A	Berkshire Hathaway Inc-cl A	-0.1%	—	不变
20	YUM	Yum! Brands INC	-0.1%	—	不变
21	MINIEUR	Mobile Mini INC	-0.2%	—	不变
22	AEP	American Electric Power Company, Inc.	-0.3%	—	不变
23	CMP	Compass Minerals Internation	-0.5%	—	不变
24	CMPR	Cimpress plc	-0.7%	—	不变
25	DIN	Dine Brands Global INC	—	EXIT	清仓
26	LGF-BEUR	Lions Gate Entertainment-b	—	NEW	新建仓
27	DNKN	Dunkin' Brands Group INC	—	EXIT	清仓
28	BATRAUSD	Liberty Media Corp-braves A	—	NEW	新建仓