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View AllLatest BISLETT MANAGEMENT, LLC Stock Portfolio
$156Million
Equity Portfolio Value
Last Reported on: 24 Jan, 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 $156.3 Millions as of 31 Dec, 2023.
The top stock holdings of BISLETT MANAGEMENT, LLC are WSC, BRKA, . The fund has invested 33.5% of it's portfolio in WILLSCOT MOBIL MINI HLDNG CORP and 12.2% of portfolio in BERKSHIRE HATHAWAY INC.
They significantly reduced their stock positions in LIBERTY MEDIA CORP DEL and SIRIUS XM HOLDINGS INC (SIRI). BISLETT MANAGEMENT, LLC opened new stock positions in WARNER BROS DISCOVERY INC (WBD). The fund showed a lot of confidence in some stocks as they added substantially to COMCAST CORP (CCV), LIBERTY BROADBAND CORP and WILLSCOT MOBIL MINI HLDNG CORP (WSC).
The top stock holdings of BISLETT MANAGEMENT, LLC are WSC, BRKA, . The fund has invested 33.5% of it's portfolio in WILLSCOT MOBIL MINI HLDNG CORP and 12.2% of portfolio in BERKSHIRE HATHAWAY INC.
They significantly reduced their stock positions in LIBERTY MEDIA CORP DEL and SIRIUS XM HOLDINGS INC (SIRI). BISLETT MANAGEMENT, LLC opened new stock positions in WARNER BROS DISCOVERY INC (WBD). The fund showed a lot of confidence in some stocks as they added substantially to COMCAST CORP (CCV), LIBERTY BROADBAND CORP and WILLSCOT MOBIL MINI HLDNG CORP (WSC).
New Buys
| Ticker | $ Bought |
|---|---|
| WARNER BROS DISCOVERY INC | 1,138,000 |
New stocks bought by BISLETT MANAGEMENT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| COMCAST CORP | 50.00 |
| LIBERTY BROADBAND CORP | 16.00 |
| WILLSCOT MOBIL MINI HLDNG CORP | 6.82 |
Additions to existing portfolio by BISLETT MANAGEMENT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SIRIUS XM HOLDINGS INC | -20.00 |
| LIBERTY MEDIA CORP DEL | -20.00 |
| LIBERTY MEDIA CORP DEL | -13.04 |
BISLETT MANAGEMENT, LLC reduced stake in above stock
Sold off
Current Stock Holdings of BISLETT MANAGEMENT, LLC
Last Reported on: 24 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC | 12.15 | 35.00 | 18,991,900 | UNCHANGED | 0.00 | |
| BRKA | BERKSHIRE HATHAWAY INC | 2.51 | 11,000 | 3,923,260 | UNCHANGED | 0.00 | |
| CCV | COMCAST CORP | 4.21 | 150,000 | 6,577,500 | ADDED | 50.00 | |
| GOOG | ALPHABET INC | 4.51 | 50,000 | 7,046,500 | UNCHANGED | 0.00 | |
| KO | COCA-COLA CO | 3.77 | 100,000 | 5,893,000 | UNCHANGED | 0.00 | |
| SIRI | SIRIUS XM HOLDINGS INC | 1.40 | 400,000 | 2,188,000 | REDUCED | -20.00 | |
| WBD | WARNER BROS DISCOVERY INC | 0.73 | 100,000 | 1,138,000 | NEW | ||
| WSC | WILLSCOT MOBIL MINI HLDNG CORP | 33.45 | 1,175,000 | 52,287,500 | ADDED | 6.82 | |
| LIBERTY MEDIA CORP DEL | 9.21 | 500,000 | 14,390,000 | UNCHANGED | 0.00 | ||
| LIBERTY BROADBAND CORP | 7.48 | 145,000 | 11,692,800 | ADDED | 16.00 | ||
| LIBERTY MEDIA CORP DEL | 7.36 | 400,000 | 11,496,000 | UNCHANGED | 0.00 | ||
| LIBERTY MEDIA CORP DEL | 3.71 | 100,000 | 5,798,000 | REDUCED | -13.04 | ||
| ATLANTA BRAVES HLDGS INC | 2.62 | 103,330 | 4,089,800 | UNCHANGED | 0.00 | ||
| LIBERTY MEDIA CORP DEL | 2.45 | 104,922 | 3,834,900 | UNCHANGED | 0.00 | ||
| LIBERTY MEDIA CORP DEL | 2.39 | 100,000 | 3,739,000 | REDUCED | -20.00 | ||
| ATLANTA BRAVES HLDGS INC | 2.05 | 75,000 | 3,208,500 | UNCHANGED | 0.00 |