DOSSIER · 13F-HR · Q2 2026

BISLETT MANAGEMENT, LLC

$148M in tracked AUM across 18 positions as of Q2 2026.

BM
CIK 0001425041 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
18
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Bislett Management, LLC has undergone a dramatic transformation in the portfolio period ending September 30, 2025. The firm executed a massive reduction in portfolio exposure, with total assets under management (AUM) plummeting by 83.3%, dropping from $146.17 million to $24.45 million. This drastic capital reduction suggests a significant liquidity event, a strategic pivot to a cash-heavy or off-balance-sheet position, or a substantial redemption by investors....

Key Holdings

The current portfolio is dominated by two major Communication Services giants and two smaller positions.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WSC
WILLSCOT HLDGS CORP
$27M930K18.2%
02
BRK/A
BERKSHIRE HATHAWAY INC
$26M3517.8%
03
SIRI
SIRIUSXM HOLDINGS INC
$18M600K12.0%
04
GOOG
ALPHABET INC
$18M50K12.0%
05
KO
COCA-COLA CO
$8M100K5.5%
06
FWONA
LIBERTY MEDIA CORP DEL
$6M70K4.2%
07
BRK/B
BERKSHIRE HATHAWAY INC
$6M11K3.7%
08
CMCSA
COMCAST CORP
$5M220K3.7%
09
BATRK
ATLANTA BRAVES HLDGS INC
$5M103K3.6%
10
LBRDA
LIBERTY BROADBAND CORP
$5M140K3.2%

Filing history

2026Q2Jun 30
$148M▲ 13.9%
18 positionsView →
2026Q1Mar 31
$130M▼ 1.7%
18 positionsView →
2025Q4Dec 31
$132M▲ 439.3%
17 positionsView →
2025Q3Sep 30
$24M▼ 83.3%
4 positionsLocked
2025Q2Jun 30
$146M▲ 777.0%
15 positionsLocked
2025Q1Mar 31
$17M▼ 88.2%
2 positionsLocked
2024Q4Dec 31
$141M▼ 5.4%
13 positionsLocked
2024Q3Sep 30
$149M▲ 7.4%
13 positionsLocked
2024Q2Jun 30
$139M▼ 12.9%
15 positionsLocked
2024Q1Mar 31
$160M▲ 2.1%
16 positionsLocked
2023Q4Dec 31
$156M▲ 10.2%
16 positionsLocked
2023Q3Sep 30
$142M▼ 8.2%
15 positionsLocked
Showing 12 of 59