Q3 2025 · 13F-HR
BISLETT MANAGEMENT, LLCholdings as filed
Filed 2025-11-13 · accession 0000935836-25-000663
$138.1M
Reported value
16
Positions
2025-09-30
Period end
The Brief · BISLETT MANAGEMENT, LLC · Q3 2025
AI · grounded in 13F
BISLETT MANAGEMENT, LLC established a new position in Berkshire Hathaway Inc BRK/A valued at $26.4M. The fund also initiated new stakes in WillScot Holdings Corporation WSC for $21.2M and SiriusXM Holdings Inc SIRI for $17.3M. Other new additions include Alphabet Inc GOOG at $12.2M and Liberty Broadband Corp LBRDA at $10.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC | $26.4M | 19.1% | 35 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HOLDINGS CORPORATION | $21.2M | 15.4% | 1,005,000 | Common | SOLE |
| 829933100 | SIRI | SIRIUSXM HOLDINGS INC | $17.3M | 12.5% | 743,306 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $12.2M | 8.82% | 50,000 | Common | SOLE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $10.4M | 7.57% | 165,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP | $7.9M | 5.69% | 250,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $7.6M | 5.52% | 80,000 | Common | SOLE |
| 191216100 | KO | COCA-COLA CO | $6.6M | 4.80% | 100,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC | $5.5M | 4.00% | 11,000 | Common | SOLE |
| 047726302 | BATRK | ATLANTA BRAVES HLDGS INC | $4.3M | 3.11% | 103,330 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $3.9M | 2.81% | 40,000 | Common | SOLE |
| 531229748 | LLYVA* | LIBERTY MEDIA CORP DEL | $3.8M | 2.73% | 40,000 | Common | SOLE |
| 047726104 | BATRA | ATLANTA BRAVES HLDGS INC | $3.4M | 2.47% | 75,000 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATERIALS INC | $3.2M | 2.28% | 5,000 | Common | SOLE |
| H2927K103 | AMRZ | AMRIZE LTD | $2.9M | 2.11% | 60,000 | Common | SOLE |
| 36164V602 | GLIBA | GCI LIBERTY INC | $1.5M | 1.09% | 40,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.