BM

BISLETT MANAGEMENT, LLC

13F
BISLETT MANAGEMENT, LLC
Last update 2024-10-31 13 Stocks (0 new)
Value $149.00 Mil Turnover 15 %
Countries:
Top Holdings: WSC(29.45%)BRK.A(16.20%)SIRI(14.25%)LBRDA(7.20%)GOOG(5.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
BISLETT MANAGEMENT, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WSC 		WillScot Holdings Corp
1,170,000
43992.000
+3.08%
29.450
+0.88%
0.620
+9.55%
-14.94%
6993.150
Business Services
BRK.A 		Berkshire Hathaway Inc
35
24191.300
0%
16.200
0%
0.000
+7.52%
+22.86%
957262.264
Insurance
SIRI 		Sirius XM Holdings Inc
900,000
21285.000
+2,150.00%
14.250
+13.62%
0.270
-10.82%
-50.24%
8934.582
Media - Diversified
LBRDA 		Liberty Broadband Corp
140,000
10754.800
0%
7.200
0%
0.100
+45.74%
+14.82%
13299.585
Telecommunication Services
GOOG 		Alphabet Inc
50,000
8359.500
0%
5.600
0%
0.000
+6.84%
+21.93%
2088464.210
Interactive Media
CMCSA 		Comcast Corp
175,000
7309.750
0%
4.890
0%
0.000
+9.44%
-0.02%
162857.543
Telecommunication Services
KO 		Coca-Cola Co
100,000
7186.000
0%
4.810
0%
0.000
-3.34%
+13.47%
281600.701
Beverages - Non-Alcoholic
FWONA 		Liberty Formula One Group
96,276
6886.620
0%
4.610
0%
0.040
+8.71%
+29.65%
20015.218
Media - Diversified
BRK.B 		Berkshire Hathaway Inc
11,000
5062.860
0%
3.390
0%
0.000
+7.58%
+24.79%
960463.127
Insurance
BATRK 		Atlanta Braves Holdings Inc
103,330
4112.530
0%
2.750
0%
0.170
-0.90%
+2.98%
2560.652
Media - Diversified

BISLETT MANAGEMENT, LLC's Historical Top Holdings Breakdowns

BISLETT MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIRI 		Sirius XM Holdings Inc2024-09-30Add
+13.62%
●
23.27 ($31.05) 39.9
$26.34
-15.17%
Add 2150%
900,000
860,000
LSXMK 		Liberty SiriusXM Group2024-09-30Sold Out
-7.97%
●
20.7 ($22.54) 23.83
$22.29
-1.11%
Sold Out
0
-500,000
LSXMA 		Liberty SiriusXM Group2024-09-30Sold Out
-6.37%
●
20.71 ($22.55) 23.81
$22.29
-1.15%
Sold Out
0
-400,000
WSC 		WillScot Holdings Corp2024-09-30Add
+0.88%
●
33.49 ($38.16) 43.24
$37.85
-0.81%
Add 3.08%
1,170,000
35,000
LLYVA 		Liberty Live Group2024-09-30Reduce
-0.38%
●
35.39 ($39.03) 49.51
$56.64
45.12%
Reduce -16.65%
70,000
-13,980
LLYVK 		Liberty Live Group2024-09-30Reduce
-0.08%
●
36.34 ($39.97) 51.33
$58.24
45.71%
Reduce -4.1%
70,000
-2,995
LBRDA 		Liberty Broadband Corp2024-06-30Reduce
-0.89%
●
48.34 ($51.78) 55.47
$92.59
78.81%
Reduce -15.15%
140,000
-25,000
WBD 		Warner Bros. Discovery Inc2024-06-30Sold Out
-0.82%
●
6.99 ($8.01) 8.79
$8.21
2.50%
Sold Out
0
-150,000
CMCSA 		Comcast Corp2024-06-30Add
+0.70%
●
36.9 ($39.13) 42.28
$42.56
8.77%
Add 16.67%
175,000
25,000
LLYVK 		Liberty Live Group2024-06-30Reduce
-0.60%
●
34.5 ($38.74) 43.47
$58.24
50.34%
Reduce -23.16%
72,995
-22,005

BISLETT MANAGEMENT, LLC Total Holding History ($B)

To

BISLETT MANAGEMENT, LLC's Asset Allocation

To

BISLETT MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BISLETT MANAGEMENT, LLC's Hypothetical Growth since 2024-09-30

BISLETT MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BISLETT MANAGEMENT, LLC's Holdings Heat Map

Size field:

BISLETT MANAGEMENT, LLC's Holdings Bubble Chart

BISLETT MANAGEMENT, LLC News

  • 1

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