Latest BISLETT MANAGEMENT, LLC Stock Portfolio
$159Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About BISLETT MANAGEMENT, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BISLETT MANAGEMENT, LLC reported an equity portfolio of $159.6 Millions as of 31 Mar, 2024.
The top stock holdings of BISLETT MANAGEMENT, LLC are WSC, , BATRA. The fund has invested 32.8% of it's portfolio in WILLSCOT MOBIL MINI HLDNG CORP and 13.9% of portfolio in BERKSHIRE HATHAWAY INC.
They significantly reduced their stock positions in LIBERTY MEDIA CORP DEL (BATRA) and WILLSCOT MOBIL MINI HLDNG CORP (WSC). The fund showed a lot of confidence in some stocks as they added substantially to WARNER BROS DISCOVERY INC (WBD) and LIBERTY BROADBAND CORP (LBRDA).
The top stock holdings of BISLETT MANAGEMENT, LLC are WSC, , BATRA. The fund has invested 32.8% of it's portfolio in WILLSCOT MOBIL MINI HLDNG CORP and 13.9% of portfolio in BERKSHIRE HATHAWAY INC.
They significantly reduced their stock positions in LIBERTY MEDIA CORP DEL (BATRA) and WILLSCOT MOBIL MINI HLDNG CORP (WSC). The fund showed a lot of confidence in some stocks as they added substantially to WARNER BROS DISCOVERY INC (WBD) and LIBERTY BROADBAND CORP (LBRDA).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| WARNER BROS DISCOVERY INC | 50.00 |
| LIBERTY BROADBAND CORP | 13.79 |
Additions to existing portfolio by BISLETT MANAGEMENT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| LIBERTY MEDIA CORP DEL | -9.46 |
| LIBERTY MEDIA CORP DEL | -5.00 |
| WILLSCOT MOBIL MINI HLDNG CORP | -4.26 |
BISLETT MANAGEMENT, LLC reduced stake in above stock
Sold off
Current Stock Holdings of BISLETT MANAGEMENT, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BATRA | LIBERTY MEDIA CORP DEL | 9.30 | 500,000 | 14,855,000 | UNCHANGED | 0.00 | |
| BATRA | LIBERTY MEDIA CORP DEL | 7.44 | 400,000 | 11,880,000 | UNCHANGED | 0.00 | |
| BATRA | LIBERTY MEDIA CORP DEL | 3.68 | 100,000 | 5,874,000 | UNCHANGED | 0.00 | |
| BATRA | LIBERTY MEDIA CORP DEL | 2.61 | 95,000 | 4,162,900 | REDUCED | -5.00 | |
| BATRA | ATLANTA BRAVES HLDGS INC | 2.53 | 103,330 | 4,036,070 | UNCHANGED | 0.00 | |
| BATRA | LIBERTY MEDIA CORP DEL | 2.52 | 95,000 | 4,023,250 | REDUCED | -9.46 | |
| BATRA | ATLANTA BRAVES HLDGS INC | 1.97 | 75,000 | 3,142,500 | UNCHANGED | 0.00 | |
| CMCSA | COMCAST CORP | 4.07 | 150,000 | 6,502,500 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 4.77 | 50,000 | 7,613,000 | UNCHANGED | 0.00 | |
| KO | COCA-COLA CO | 3.83 | 100,000 | 6,118,000 | UNCHANGED | 0.00 | |
| LBRDA | LIBERTY BROADBAND CORP | 5.90 | 165,000 | 9,424,800 | ADDED | 13.79 | |
| SIRI | SIRIUS XM HOLDINGS INC | 0.97 | 400,000 | 1,552,000 | UNCHANGED | 0.00 | |
| WBD | WARNER BROS DISCOVERY INC | 0.82 | 150,000 | 1,309,500 | ADDED | 50.00 | |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP | 32.77 | 1,125,000 | 52,312,500 | REDUCED | -4.26 | |
| BERKSHIRE HATHAWAY INC | 13.91 | 35.00 | 22,205,400 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC | 2.90 | 11,000 | 4,625,720 | UNCHANGED | 0.00 |