StockDriftsStockDriftsTop 18 Bislett Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WSC | WILLSCOT HLDGS CORP | 18.17% | 929.5K | $26.8M | -7.51%(-75.48K) | $17.17(+38.42%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC | 17.76% | 35 | $26.2M | +0.00%(+0) | $116114.29(+543.68%) | 2026-06-30 | |
| SIRI | SIRIUSXM HOLDINGS INC | 12.01% | 600.0K | $17.7M | +0.00%(+0) | $26.83(+6.11%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 11.97% | 50.0K | $17.7M | +0.00%(+0) | $53.69(+538.25%) | 2026-06-30 | |
| KO | COCA-COLA CO | 5.51% | 100.0K | $8.1M | +0.00%(+0) | $22.10(+296.35%) | 2026-06-30 | |
| FWONA | LIBERTY MEDIA CORP DEL | 4.15% | 70.0K | $6.1M | +0.00%(+0) | $40.13(+137.50%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 3.73% | 11.0K | $5.5M | +0.00%(+0) | $77.36(+548.02%) | 2026-06-30 | |
| CMCSA | COMCAST CORP | 3.66% | 220.0K | $5.4M | +37.50%(+60.00K) | $33.27(-21.32%) | 2026-06-30 | |
| BATRK | ATLANTA BRAVES HLDGS INC | 3.63% | 103.3K | $5.4M | +0.00%(+0) | $37.67(+39.93%) | 2026-06-30 | |
| LBRDA | LIBERTY BROADBAND CORP | 3.16% | 140.0K | $4.7M | +0.00%(+0) | $78.79(-53.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.12% | +0.37% | +1.38% | +7.10% |
| Top 20 Holdings Unweighted | +7.59% | +24.55% | +6.47% | +36.83% |
Bislett Management LLC reports $147.61M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are WSC (18.2%), BRK.A (17.8%) and SIRI (12.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +0.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bislett Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1425041). View Bislett Management LLC’s 13F filings on SEC