BISLETT MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001425041 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $141,270 (100.0% shares, 0.0% debt)

Holdings (14)

WSC WILLSCOT HLDGS CORP 20.2%

Value ($000) $28,495 Shares 1,025,000 Est. Cost $18.16 Unrealized +87.3%

BRK/A BERKSHIRE HATHAWAY INC 19.8%

Value ($000) $27,945 Shares 35 Est. Cost $165023.42 Unrealized +342.0%

SIRI SIRIUSXM HOLDINGS INC 13.0%

Value ($000) $18,378 Shares 815,183 Est. Cost $31.06 Unrealized -24.2%

LBRDA LIBERTY BROADBAND CORP 8.4%

Value ($000) $11,900 Shares 140,000 Est. Cost $61.72 Unrealized +21.2%

CMCSA COMCAST CORP 6.3%

Value ($000) $8,856 Shares 240,000 Est. Cost $36.46 Unrealized -3.9%

GOOG ALPHABET INC 5.5%

Value ($000) $7,812 Shares 50,000 Est. Cost $107.97 Unrealized +69.0%

KO COCA-COLA CO 5.1%

Value ($000) $7,162 Shares 100,000 Est. Cost $27.85 Unrealized +133.2%

FWONA LIBERTY MEDIA CORP DEL 4.9%

Value ($000) $6,925 Shares 85,000 Est. Cost $56.54 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC 4.1%

Value ($000) $5,858 Shares 11,000 Est. Cost $110.02 Unrealized +341.9%

BATRK ATLANTA BRAVES HLDGS INC 2.9%

Value ($000) $4,134 Shares 103,330 Est. Cost $37.85 Unrealized +3.1%

— LIBERTY MEDIA CORP DEL 2.9%

Value ($000) $4,088 Shares 60,000 Est. Cost $32.10 Unrealized —

— LIBERTY MEDIA CORP DEL 2.9%

Value ($000) $4,034 Shares 60,000 Est. Cost $31.92 Unrealized —

BATRA ATLANTA BRAVES HLDGS INC 2.3%

Value ($000) $3,290 Shares 75,000 Est. Cost $42.37 Unrealized +0.4%

MLM MARTIN MARIETTA MATLS INC 1.7%

Value ($000) $2,391 Shares 5,000 Est. Cost $505.20 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WSC	WILLSCOT HLDGS CORP	1,025,000	$28,495	20.2%	$18.16	+87.3%	COM CL A	971378104
BRK/A	BERKSHIRE HATHAWAY INC	35	$27,945	19.8%	$165023.42	+342.0%	CL A	084670108
SIRI	SIRIUSXM HOLDINGS INC	815,183	$18,378	13.0%	$31.06	-24.2%	COMMON STOCK	829933100
LBRDA	LIBERTY BROADBAND CORP	140,000	$11,900	8.4%	$61.72	+21.2%	COM SER A	530307107
CMCSA	COMCAST CORP	240,000	$8,856	6.3%	$36.46	-3.9%	CL A	20030N101
GOOG	ALPHABET INC	50,000	$7,812	5.5%	$107.97	+69.0%	CAP STK CL C	02079K107
KO	COCA-COLA CO	100,000	$7,162	5.1%	$27.85	+133.2%	COM	191216100
FWONA	LIBERTY MEDIA CORP DEL	85,000	$6,925	4.9%	$56.54	—	COM LBTY ONE S A	531229771
BRK/B	BERKSHIRE HATHAWAY INC	11,000	$5,858	4.1%	$110.02	+341.9%	CL B NEW	084670702
BATRK	ATLANTA BRAVES HLDGS INC	103,330	$4,134	2.9%	$37.85	+3.1%	COM SER C	047726302
—	LIBERTY MEDIA CORP DEL	60,000	$4,088	2.9%	$32.10	—	COM LBTY LIV S C	531229722
—	LIBERTY MEDIA CORP DEL	60,000	$4,034	2.9%	$31.92	—	COM LBTY LIV S A	531229748
BATRA	ATLANTA BRAVES HLDGS INC	75,000	$3,290	2.3%	$42.37	+0.4%	COM SER A	047726104
MLM	MARTIN MARIETTA MATLS INC	5,000	$2,391	1.7%	$505.20	0.0%	COM	573284106