BISLETT MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001425041 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $141,337 (100.0% shares, 0.0% debt)

Holdings (13)

WSC WILLSCOT HOLDINGS CORPORATION 26.3%

Value ($000) $37,130 Shares 1,110,000 Est. Cost $18.16 Unrealized +102.4%

BRK/A BERKSHIRE HATHAWAY INC 16.9%

Value ($000) $23,832 Shares 35 Est. Cost $165023.42 Unrealized +319.7%

SIRI SIRIUSXM HOLDINGS INC 13.2%

Value ($000) $18,695 Shares 819,962 Est. Cost $31.06 Unrealized -17.9%

LBRDA LIBERTY BROADBAND CORP 7.4%

Value ($000) $10,410 Shares 140,000 Est. Cost $61.72 Unrealized +25.7%

GOOG ALPHABET INC 6.7%

Value ($000) $9,522 Shares 50,000 Est. Cost $107.97 Unrealized +62.7%

CMCSA COMCAST CORP 5.6%

Value ($000) $7,881 Shares 210,000 Est. Cost $36.67 Unrealized +9.1%

FWONA LIBERTY MEDIA CORP DEL 5.4%

Value ($000) $7,564 Shares 90,000 Est. Cost $56.54 Unrealized —

KO COCA-COLA CO 4.4%

Value ($000) $6,226 Shares 100,000 Est. Cost $27.85 Unrealized +126.5%

BRK/B BERKSHIRE HATHAWAY INC 3.5%

Value ($000) $4,986 Shares 11,000 Est. Cost $110.02 Unrealized +319.7%

— LIBERTY MEDIA CORP DEL 2.9%

Value ($000) $4,084 Shares 60,000 Est. Cost $32.10 Unrealized —

— LIBERTY MEDIA CORP DEL 2.8%

Value ($000) $3,994 Shares 60,000 Est. Cost $31.92 Unrealized —

BATRK ATLANTA BRAVES HLDGS INC 2.8%

Value ($000) $3,953 Shares 103,330 Est. Cost $37.85 Unrealized +5.3%

BATRA ATLANTA BRAVES HLDGS INC 2.2%

Value ($000) $3,060 Shares 75,000 Est. Cost $42.37 Unrealized -0.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WSC	WILLSCOT HOLDINGS CORPORATION	1,110,000	$37,130	26.3%	$18.16	+102.4%	COM CL A	971378104
BRK/A	BERKSHIRE HATHAWAY INC	35	$23,832	16.9%	$165023.42	+319.7%	CL A	084670108
SIRI	SIRIUSXM HOLDINGS INC	819,962	$18,695	13.2%	$31.06	-17.9%	COMMON STOCK	829933100
LBRDA	LIBERTY BROADBAND CORP	140,000	$10,410	7.4%	$61.72	+25.7%	COM SER A	530307107
GOOG	ALPHABET INC	50,000	$9,522	6.7%	$107.97	+62.7%	CAP STK CL C	02079K107
CMCSA	COMCAST CORP	210,000	$7,881	5.6%	$36.67	+9.1%	CL A	20030N101
FWONA	LIBERTY MEDIA CORP DEL	90,000	$7,564	5.4%	$56.54	—	COM LBTY ONE S A	531229771
KO	COCA-COLA CO	100,000	$6,226	4.4%	$27.85	+126.5%	COM	191216100
BRK/B	BERKSHIRE HATHAWAY INC	11,000	$4,986	3.5%	$110.02	+319.7%	CL B NEW	084670702
—	LIBERTY MEDIA CORP DEL	60,000	$4,084	2.9%	$32.10	—	COM LBTY LIV S C	531229722
—	LIBERTY MEDIA CORP DEL	60,000	$3,994	2.8%	$31.92	—	COM LBTY LIV S A	531229748
BATRK	ATLANTA BRAVES HLDGS INC	103,330	$3,953	2.8%	$37.85	+5.3%	COM SER C	047726302
BATRA	ATLANTA BRAVES HLDGS INC	75,000	$3,060	2.2%	$42.37	-0.7%	COM SER A	047726104