BISLETT MANAGEMENT, LLC Long-Term Concentrated

Name: BISLETT MANAGEMENT, LLC Q2 2026 13F Filing | 13F Explorer
Creator: BISLETT MANAGEMENT, LLC
Published: 2026-08-11

Location: Palo Alto, CA

CIK: 0001425041 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 11, 2026

Total Value: $148M (100.0% shares, 0.0% debt)

Holdings (18)

Increased Positions (4)

GLIBK LIBERTY CAP CORP 2.2%

Value $3.234M (-37.0%) Shares 150,000 (+8.7%) Est. Cost $34.01 Unrealized —

CMCSA COMCAST CORP 3.7%

Value $5.401M (+17.6%) Shares 220,000 (+37.5%) Est. Cost $33.14 Unrealized —

AMRZ AMRIZE LTD. 2.7%

Value $3.998M (+18.9%) Shares 75,000 (+25.0%) Est. Cost $51.09 Unrealized —

GLIBA LIBERTY CAP CORP 1.5%

Value $2.19M (-20.8%) Shares 100,000 (+33.3%) Est. Cost $31.97 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLIBK	LIBERTY CAP CORP	150,000 (+8.7%)	$3.234M (-37.0%)	2.2%	$34.01	—	SERIES C GCI GROUP	36164V800
CMCSA	COMCAST CORP	220,000 (+37.5%)	$5.401M (+17.6%)	3.7%	$33.14	—	CL A	20030N101
AMRZ	AMRIZE LTD.	75,000 (+25.0%)	$3.998M (+18.9%)	2.7%	$51.09	—	SHS	H2927K103
GLIBA	LIBERTY CAP CORP	100,000 (+33.3%)	$2.19M (-20.8%)	1.5%	$31.97	—	SERIES A GCI GROUP	36164V602

Decreased Positions (1)

WSC WILLSCOT HLDGS CORP 18.2%

Value $26.83M (+53.8%) Shares 929,522 (-7.5%) Est. Cost $18.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WSC	WILLSCOT HLDGS CORP	929,522 (-7.5%)	$26.83M (+53.8%)	18.2%	$18.16	—	COM CLASS A	971378104

Unchanged Positions (13)

SIRI SIRIUSXM HOLDINGS INC 12.0%

Value $17.72M Shares 600,000 Est. Cost $31.06 Unrealized —

GOOG ALPHABET INC 12.0%

Value $17.67M Shares 50,000 Est. Cost $107.97 Unrealized —

LBRDA LIBERTY BROADBAND CORP 3.2%

Value $4.659M Shares 140,000 Est. Cost $62.78 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC 17.8%

Value $26.21M Shares 35 Est. Cost $165023.42 Unrealized —

BATRK ATLANTA BRAVES HLDGS INC 3.6%

Value $5.363M Shares 103,330 Est. Cost $37.85 Unrealized —

BATRA ATLANTA BRAVES HLDGS INC 2.9%

Value $4.223M Shares 75,000 Est. Cost $42.37 Unrealized —

FWONA LIBERTY MEDIA CORP DEL 4.2%

Value $6.128M Shares 70,000 Est. Cost $56.54 Unrealized —

KO COCA-COLA CO 5.5%

Value $8.127M Shares 100,000 Est. Cost $27.85 Unrealized —

LLYVK LIBERTY LIVE HOLDINGS INC 2.5%

Value $3.697M Shares 35,000 Est. Cost $85.87 Unrealized —

LLYVA LIBERTY LIVE HOLDINGS INC 2.4%

Value $3.544M Shares 35,000 Est. Cost $83.24 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC 3.7%

Value $5.504M Shares 11,000 Est. Cost $110.02 Unrealized —

MLM MARTIN MARIETTA MATERIALS INC 2.0%

Value $2.884M Shares 5,000 Est. Cost $505.20 Unrealized —

VSNT VERSANT MEDIA GROUP INC 0.2%

Value $230K Shares 6,400 Est. Cost $32.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SIRI	SIRIUSXM HOLDINGS INC	600,000	$17.72M	12.0%	$31.06	—	COMMON STOCK	829933100
GOOG	ALPHABET INC	50,000	$17.67M	12.0%	$107.97	—	CAP STK CL C	02079K107
LBRDA	LIBERTY BROADBAND CORP	140,000	$4.659M	3.2%	$62.78	—	COM SER A	530307107
BRK/A	BERKSHIRE HATHAWAY INC	35	$26.21M	17.8%	$165023.42	—	CL A	084670108
BATRK	ATLANTA BRAVES HLDGS INC	103,330	$5.363M	3.6%	$37.85	—	COM SER C	047726302
BATRA	ATLANTA BRAVES HLDGS INC	75,000	$4.223M	2.9%	$42.37	—	COM SER A	047726104
FWONA	LIBERTY MEDIA CORP DEL	70,000	$6.128M	4.2%	$56.54	—	COM LBTY ONE S A	531229771
KO	COCA-COLA CO	100,000	$8.127M	5.5%	$27.85	—	COM	191216100
LLYVK	LIBERTY LIVE HOLDINGS INC	35,000	$3.697M	2.5%	$85.87	—	COM SHS SER C	530909308
LLYVA	LIBERTY LIVE HOLDINGS INC	35,000	$3.544M	2.4%	$83.24	—	COM SER A	530909100
BRK/B	BERKSHIRE HATHAWAY INC	11,000	$5.504M	3.7%	$110.02	—	CL B NEW	084670702
MLM	MARTIN MARIETTA MATERIALS INC	5,000	$2.884M	2.0%	$505.20	—	COM	573284106
VSNT	VERSANT MEDIA GROUP INC	6,400	$230K	0.2%	$32.14	—	COM CL A	925283103