BISLETT MANAGEMENT, LLC Long-Term Concentrated

CIK: 0001425041 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $138,099 (100.0% shares, 0.0% debt)

Holdings (16)

BRK/A BERKSHIRE HATHAWAY INC 19.1%

Value ($000) $26,397 Shares 35 Est. Cost $165023.42 Unrealized +340.5%

WSC WILLSCOT HOLDINGS CORPORATION 15.4%

Value ($000) $21,216 Shares 1,005,000 Est. Cost $18.16 Unrealized +41.9%

SIRI SIRIUSXM HOLDINGS INC 12.5%

Value ($000) $17,300 Shares 743,306 Est. Cost $31.06 Unrealized -25.5%

GOOG ALPHABET INC 8.8%

Value ($000) $12,178 Shares 50,000 Est. Cost $107.97 Unrealized +94.4%

LBRDA LIBERTY BROADBAND CORP 7.6%

Value ($000) $10,449 Shares 165,000 Est. Cost $62.78 Unrealized +9.5%

CMCSA COMCAST CORP 5.7%

Value ($000) $7,855 Shares 250,000 Est. Cost $36.36 Unrealized -8.8%

FWONA LIBERTY MEDIA CORP DEL 5.5%

Value ($000) $7,618 Shares 80,000 Est. Cost $56.54 Unrealized —

KO COCA-COLA CO 4.8%

Value ($000) $6,632 Shares 100,000 Est. Cost $27.85 Unrealized +143.8%

BRK/B BERKSHIRE HATHAWAY INC 4.0%

Value ($000) $5,530 Shares 11,000 Est. Cost $110.02 Unrealized +340.3%

BATRK ATLANTA BRAVES HLDGS INC 3.1%

Value ($000) $4,297 Shares 103,330 Est. Cost $37.85 Unrealized +16.6%

— LIBERTY MEDIA CORP DEL 2.8%

Value ($000) $3,879 Shares 40,000 Est. Cost $32.10 Unrealized —

— LIBERTY MEDIA CORP DEL 2.7%

Value ($000) $3,772 Shares 40,000 Est. Cost $31.92 Unrealized —

BATRA ATLANTA BRAVES HLDGS INC 2.5%

Value ($000) $3,410 Shares 75,000 Est. Cost $42.37 Unrealized +11.6%

MLM MARTIN MARIETTA MATERIALS INC 2.3%

Value ($000) $3,151 Shares 5,000 Est. Cost $505.20 Unrealized +17.7%

AMRZ AMRIZE LTD 2.1%

Value ($000) $2,912 Shares 60,000 Est. Cost $50.54 Unrealized +0.9%

GLIBA GCI LIBERTY INC 1.1%

Value ($000) $1,502 Shares 40,000 Est. Cost $35.52 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC	35	$26,397	19.1%	$165023.42	+340.5%	CL A	084670108
WSC	WILLSCOT HOLDINGS CORPORATION	1,005,000	$21,216	15.4%	$18.16	+41.9%	COM CL A	971378104
SIRI	SIRIUSXM HOLDINGS INC	743,306	$17,300	12.5%	$31.06	-25.5%	COMMON STOCK	829933100
GOOG	ALPHABET INC	50,000	$12,178	8.8%	$107.97	+94.4%	CAP STK CL C	02079K107
LBRDA	LIBERTY BROADBAND CORP	165,000	$10,449	7.6%	$62.78	+9.5%	COM SER A	530307107
CMCSA	COMCAST CORP	250,000	$7,855	5.7%	$36.36	-8.8%	CL A	20030N101
FWONA	LIBERTY MEDIA CORP DEL	80,000	$7,618	5.5%	$56.54	—	COM LBTY ONE S A	531229771
KO	COCA-COLA CO	100,000	$6,632	4.8%	$27.85	+143.8%	COM	191216100
BRK/B	BERKSHIRE HATHAWAY INC	11,000	$5,530	4.0%	$110.02	+340.3%	CL B NEW	084670702
BATRK	ATLANTA BRAVES HLDGS INC	103,330	$4,297	3.1%	$37.85	+16.6%	COM SER C	047726302
—	LIBERTY MEDIA CORP DEL	40,000	$3,879	2.8%	$32.10	—	COM LBTY LIV S C	531229722
—	LIBERTY MEDIA CORP DEL	40,000	$3,772	2.7%	$31.92	—	COM LBTY LIV S A	531229748
BATRA	ATLANTA BRAVES HLDGS INC	75,000	$3,410	2.5%	$42.37	+11.6%	COM SER A	047726104
MLM	MARTIN MARIETTA MATERIALS INC	5,000	$3,151	2.3%	$505.20	+17.7%	COM	573284106
AMRZ	AMRIZE LTD	60,000	$2,912	2.1%	$50.54	+0.9%	SHS	H2927K103
GLIBA	GCI LIBERTY INC	40,000	$1,502	1.1%	$35.52	0.0%	COM SER A	36164V602