BM

Bislett Management, LLC

ContrarianSector-focusedQuality / disciplined sizing

Total reported value

$129.6M

Reporting period: 2026-03-31 · Number of holdings: 18

BISLETT MANAGEMENT, LLC disclosed 18 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $129.6M and a quarterly turnover rate of 8.2%.

Personality snowflake

Concentration
38.72
Portfolio Stability
8.18
Momentum/Contrarian
0
Sector conviction
94.01
Diversification
36
Sizing Uniformity
91.13

Recent moves

  • Add SIRI

    0.0%　$1.9M

  • Trim WSC

    0.0%　-$1.5M

  • Trim GOOG

    0.0%　-$1.3M

  • Trim BRK-A

    0.0%　-$1.3M

  • Trim LBRDA

    -15.2%　-$935.4K

  • Add KO

    0.0%　$614.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-ABerkshire Hathaway Inc-cl AStock-Other19.39%-0.65%—
2WSCWillscot Holdings CORPStock-Industrials13.46%-0.89%—
3GOOGAlphabet Inc-cl CStock-Comm Services11.06%-0.84%—
4SIRISirius Xm Holdings INCStock-Comm Services10.68%+1.58%—
5KOCoca-cola Co/theStock-Consumer Staples5.87%+0.57%—
6LBRDALiberty Broadband-aStock-Other5.42%-0.62%-15.15%
7FWONALiberty Media Corp-formula-aStock-Other4.22%-0.53%—
8BRK-BBerkshire Hathaway Inc-cl BStock-Other4.07%-0.12%—
9GLIBKLiberty Capital Corp-cl CStock-Other3.96%+0.06%—
10CMCSAComcast Corp-class AStock-Comm Services3.54%-0.09%—
11BATRKAtlanta Braves Holdings In-cStock-Other3.40%+0.31%—
12BATRAAtlanta Braves Holdings In-aStock-Other2.73%+0.31%—
13AMRZAmrize LtdStock-Materials2.59%+0.13%—
14LLYVKLiberty Live Holdings-cStock-Other2.54%+0.33%—
15LLYVALiberty Live Holdings-aStock-Other2.47%+0.31%—
16MLMMartin Marietta MaterialsStock-Materials2.27%-0.09%—
17GLIBALiberty Capital CORPStock-Other2.13%+0.03%—
18VSNTVersant Media Group INCStock-Comm Services0.18%+0.18%NEW

Holding changes this quarter

Bislett Management, LLC's most significant position changes for 2026-03-31: New buy: Versant Media Group INC (VSNT); Trim: Liberty Broadband-a (LBRDA) — shares -15.15%.

Position changes disclosed by Bislett Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SIRISirius Xm Holdings INC+1.6%—Unchanged
2KOCoca-cola Co/the+0.6%—Unchanged
3LLYVKLiberty Live Holdings-c+0.3%—Unchanged
4LLYVALiberty Live Holdings-a+0.3%—Unchanged
5BATRAAtlanta Braves Holdings In-a+0.3%—Unchanged
6BATRKAtlanta Braves Holdings In-c+0.3%—Unchanged
7AMRZAmrize Ltd+0.1%—Unchanged
8GLIBKLiberty Capital Corp-cl C+0.1%—Unchanged
9GLIBALiberty Capital CORP0%—Unchanged
10CMCSAComcast Corp-class A-0.1%—Unchanged
11MLMMartin Marietta Materials-0.1%—Unchanged
12BRK-BBerkshire Hathaway Inc-cl B-0.1%—Unchanged
13FWONALiberty Media Corp-formula-a-0.5%—Unchanged
14LBRDALiberty Broadband-a-0.6%-15.15%Trim
15BRK-ABerkshire Hathaway Inc-cl A-0.7%—Unchanged
16GOOGAlphabet Inc-cl C-0.8%—Unchanged
17WSCWillscot Holdings CORP-0.9%—Unchanged
18VSNTVersant Media Group INC—NEWNew buy

FAQ

What is Bislett Management, LLC and what type of investor is it?
Bislett Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $129.6M, spread across 18 disclosed positions.
What are Bislett Management, LLC's largest equity positions?
Based on the latest 13F filing, Bislett Management, LLC's top holdings by market value are: 1. Berkshire Hathaway Inc-cl A (BRK-A) — $25.1M (19.4%) 2. Willscot Holdings CORP (WSC) — $17.4M (13.5%) 3. Alphabet Inc-cl C (GOOG) — $14.3M (11.1%) 4. Sirius Xm Holdings INC (SIRI) — $13.8M (10.7%) 5. Coca-cola Co/the (KO) — $7.6M (5.9%)
What changes did Bislett Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Bislett Management, LLC made 2 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Versant Media Group INC (VSNT); Trim: Liberty Broadband-a (LBRDA) — shares -15.15%
What sectors does Bislett Management, LLC focus on?
Bislett Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 47.4% • Industrials: 25.1% • Consumer Staples: 10.9% • Materials: 9.1% • Financials: 7.6%