BISLETT MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001425041 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $146,169 (100.0% shares, 0.0% debt)

Holdings (15)

WSC WILLSCOT HOLDINGS CORPORATION 18.8%

Value ($000) $27,537 Shares 1,005,000 Est. Cost $18.16 Unrealized +46.7%

BRK/A BERKSHIRE HATHAWAY INC 17.5%

Value ($000) $25,508 Shares 35 Est. Cost $165023.42 Unrealized +361.6%

SIRI SIRIUSXM HOLDINGS INC 12.2%

Value ($000) $17,763 Shares 773,309 Est. Cost $31.06 Unrealized -30.7%

LBRDA LIBERTY BROADBAND CORP 9.4%

Value ($000) $13,695 Shares 140,000 Est. Cost $61.72 Unrealized +34.7%

CMCSA COMCAST CORP 6.1%

Value ($000) $8,923 Shares 250,000 Est. Cost $36.36 Unrealized -6.7%

GOOG ALPHABET INC 6.1%

Value ($000) $8,870 Shares 50,000 Est. Cost $107.97 Unrealized +52.7%

FWONA LIBERTY MEDIA CORP DEL 5.5%

Value ($000) $8,072 Shares 85,000 Est. Cost $56.54 Unrealized —

KO COCA-COLA CO 4.8%

Value ($000) $7,075 Shares 100,000 Est. Cost $27.85 Unrealized +150.5%

BRK/B BERKSHIRE HATHAWAY INC 3.7%

Value ($000) $5,343 Shares 11,000 Est. Cost $110.02 Unrealized +361.6%

— LIBERTY MEDIA CORP DEL 3.3%

Value ($000) $4,870 Shares 60,000 Est. Cost $32.10 Unrealized —

BATRK ATLANTA BRAVES HLDGS INC 3.3%

Value ($000) $4,833 Shares 103,330 Est. Cost $37.85 Unrealized +8.0%

— LIBERTY MEDIA CORP DEL 3.3%

Value ($000) $4,769 Shares 60,000 Est. Cost $31.92 Unrealized —

BATRA ATLANTA BRAVES HLDGS INC 2.5%

Value ($000) $3,691 Shares 75,000 Est. Cost $42.37 Unrealized +4.4%

MLM MARTIN MARIETTA MATERIALS INC 1.9%

Value ($000) $2,745 Shares 5,000 Est. Cost $505.20 Unrealized +4.2%

AMRZ AMRIZE LTD 1.7%

Value ($000) $2,478 Shares 50,000 Est. Cost $50.45 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WSC	WILLSCOT HOLDINGS CORPORATION	1,005,000	$27,537	18.8%	$18.16	+46.7%	COM CL A	971378104
BRK/A	BERKSHIRE HATHAWAY INC	35	$25,508	17.5%	$165023.42	+361.6%	CL A	084670108
SIRI	SIRIUSXM HOLDINGS INC	773,309	$17,763	12.2%	$31.06	-30.7%	COMMON STOCK	829933100
LBRDA	LIBERTY BROADBAND CORP	140,000	$13,695	9.4%	$61.72	+34.7%	COM SER A	530307107
CMCSA	COMCAST CORP	250,000	$8,923	6.1%	$36.36	-6.7%	CL A	20030N101
GOOG	ALPHABET INC	50,000	$8,870	6.1%	$107.97	+52.7%	CAP STK CL C	02079K107
FWONA	LIBERTY MEDIA CORP DEL	85,000	$8,072	5.5%	$56.54	—	COM LBTY ONE S A	531229771
KO	COCA-COLA CO	100,000	$7,075	4.8%	$27.85	+150.5%	COM	191216100
BRK/B	BERKSHIRE HATHAWAY INC	11,000	$5,343	3.7%	$110.02	+361.6%	CL B NEW	084670702
—	LIBERTY MEDIA CORP DEL	60,000	$4,870	3.3%	$32.10	—	COM LBTY LIV S C	531229722
BATRK	ATLANTA BRAVES HLDGS INC	103,330	$4,833	3.3%	$37.85	+8.0%	COM SER C	047726302
—	LIBERTY MEDIA CORP DEL	60,000	$4,769	3.3%	$31.92	—	COM LBTY LIV S A	531229748
BATRA	ATLANTA BRAVES HLDGS INC	75,000	$3,691	2.5%	$42.37	+4.4%	COM SER A	047726104
MLM	MARTIN MARIETTA MATERIALS INC	5,000	$2,745	1.9%	$505.20	+4.2%	COM	573284106
AMRZ	AMRIZE LTD	50,000	$2,478	1.7%	$50.45	0.0%	SHS	H2927K103