BISLETT MANAGEMENT, LLC Long-Term Concentrated

Location: Palo Alto, CA

CIK: 0001425041 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 11, 2026

Total Value: $130M (100.0% shares, 0.0% debt)

Holdings (18)

BRK/A BERKSHIRE HATHAWAY INC 19.4%

Value $25.13M Shares 35 Est. Cost $165023.42 Unrealized +348.7%

WSC WILLSCOT HLDGS CORP 13.5%

Value $17.45M Shares 1,005,000 Est. Cost $18.16 Unrealized +17.9%

GOOG ALPHABET INC 11.1%

Value $14.34M Shares 50,000 Est. Cost $107.97 Unrealized +199.8%

SIRI SIRIUSXM HOLDINGS INC 10.7%

Value $13.85M Shares 600,000 Est. Cost $31.06 Unrealized -32.6%

KO COCA-COLA CO 5.9%

Value $7.605M Shares 100,000 Est. Cost $27.85 Unrealized +168.4%

LBRDA LIBERTY BROADBAND CORP 5.4%

Value $7.031M Shares 140,000 Est. Cost $62.78 Unrealized -21.0%

FWONA LIBERTY MEDIA CORP DEL 4.2%

Value $5.466M Shares 70,000 Est. Cost $56.54 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC 4.1%

Value $5.271M Shares 11,000 Est. Cost $110.02 Unrealized +348.5%

GLIBK GCI LIBERTY INC 4.0%

Value $5.136M Shares 138,033 Est. Cost $35.09 Unrealized +8.7%

CMCSA COMCAST CORP NEW 3.5%

Value $4.594M Shares 160,000 Est. Cost $36.36 Unrealized -18.0%

BATRK ATLANTA BRAVES HLDGS INC 3.4%

Value $4.412M Shares 103,330 Est. Cost $37.85 Unrealized +7.3%

BATRA ATLANTA BRAVES HLDGS INC 2.7%

Value $3.536M Shares 75,000 Est. Cost $42.37 Unrealized +5.1%

AMRZ AMRIZE LTD. 2.6%

Value $3.361M Shares 60,000 Est. Cost $50.54 Unrealized +13.0%

LLYVK LIBERTY LIVE HOLDINGS INC 2.5%

Value $3.294M Shares 35,000 Est. Cost $85.87 Unrealized +0.9%

LLYVA LIBERTY LIVE HOLDINGS INC 2.5%

Value $3.207M Shares 35,000 Est. Cost $83.24 Unrealized +1.8%

MLM MARTIN MARIETTA MATERIALS INC 2.3%

Value $2.943M Shares 5,000 Est. Cost $505.20 Unrealized +30.8%

GLIBA GCI LIBERTY INC 2.1%

Value $2.764M Shares 75,000 Est. Cost $35.32 Unrealized +8.5%

VSNT VERSANT MEDIA GROUP INC 0.2%

Value $237K Shares 6,400 Est. Cost $32.14 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC	35	$25.13M	19.4%	$165023.42	+348.7%	CL A	084670108
WSC	WILLSCOT HLDGS CORP	1,005,000	$17.45M	13.5%	$18.16	+17.9%	COM CL A	971378104
GOOG	ALPHABET INC	50,000	$14.34M	11.1%	$107.97	+199.8%	CAP STK CL C	02079K107
SIRI	SIRIUSXM HOLDINGS INC	600,000	$13.85M	10.7%	$31.06	-32.6%	COMMON STOCK	829933100
KO	COCA-COLA CO	100,000	$7.605M	5.9%	$27.85	+168.4%	COM	191216100
LBRDA	LIBERTY BROADBAND CORP	140,000	$7.031M	5.4%	$62.78	-21.0%	COM SER A	530307107
FWONA	LIBERTY MEDIA CORP DEL	70,000	$5.466M	4.2%	$56.54	—	COM LBTY ONE S A	531229771
BRK/B	BERKSHIRE HATHAWAY INC	11,000	$5.271M	4.1%	$110.02	+348.5%	CL B NEW	084670702
GLIBK	GCI LIBERTY INC	138,033	$5.136M	4.0%	$35.09	+8.7%	COM SER C	36164V800
CMCSA	COMCAST CORP NEW	160,000	$4.594M	3.5%	$36.36	-18.0%	CL A	20030N101
BATRK	ATLANTA BRAVES HLDGS INC	103,330	$4.412M	3.4%	$37.85	+7.3%	COM SER C	047726302
BATRA	ATLANTA BRAVES HLDGS INC	75,000	$3.536M	2.7%	$42.37	+5.1%	COM SER A	047726104
AMRZ	AMRIZE LTD.	60,000	$3.361M	2.6%	$50.54	+13.0%	SHS	H2927K103
LLYVK	LIBERTY LIVE HOLDINGS INC	35,000	$3.294M	2.5%	$85.87	+0.9%	COM SHS SER C	530909308
LLYVA	LIBERTY LIVE HOLDINGS INC	35,000	$3.207M	2.5%	$83.24	+1.8%	COM SER A	530909100
MLM	MARTIN MARIETTA MATERIALS INC	5,000	$2.943M	2.3%	$505.20	+30.8%	COM	573284106
GLIBA	GCI LIBERTY INC	75,000	$2.764M	2.1%	$35.32	+8.5%	COM SER A	36164V602
VSNT	VERSANT MEDIA GROUP INC	6,400	$237K	0.2%	$32.14	0.0%	COM CL A	925283103