BISLETT MANAGEMENT, LLC

Palo Alto, CA · CIK 1425041 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2018 · limited liability company

As an employer

$147.6m reported value +13.9% vs Q1 2026

18positions

83.7%in top 10

0 new 4 added 1 reduced 0 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WILLSCOT HLDGS CORP COM CL A WSC	WSC	929,522	$26.8m18.17%	18.17%	Reduced -75.5k	-75,478 -7.5%
2	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	35	$26.2m17.76%	17.76%	Unchanged
3	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	600,000	$17.7m12.01%	12.01%	Unchanged
4	ALPHABET INC CAP STK CL C GOOG	GOOG	50,000	$17.7m11.97%	11.97%	Unchanged
5	COCA COLA CO COM KO	KO	100,000	$8.1m5.51%	5.51%	Unchanged
6	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	70,000	$6.1m4.15%	4.15%	Unchanged
7	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,000	$5.5m3.73%	3.73%	Unchanged
8	COMCAST CORP NEW CL A CMCSA	CMCSA	220,000	$5.4m3.66%	3.66%	Added +60.0k	+60,000 37.5%
9	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	103,330	$5.4m3.63%	3.63%	Unchanged
10	LIBERTY BROADBAND CORP COM SER A LBRDA	LBRDA	140,000	$4.7m3.16%	3.16%	Unchanged
11	ATLANTA BRAVES HLDGS INC COM SER A BATRA	BATRA	75,000	$4.2m2.86%	2.86%	Unchanged
12	AMRIZE LTD SHS AMRZ	AMRZ	75,000	$4.0m2.71%	2.71%	Added +15.0k	+15,000 25.0%
13	LIBERTY LIVE HOLDINGS INC COM SHS SER C LLYVK	LLYVK	35,000	$3.7m2.50%	2.50%	Unchanged
14	LIBERTY LIVE HOLDINGS INC COM SER A LLYVA	LLYVA	35,000	$3.5m2.40%	2.40%	Unchanged
15	GCI LIBERTY INC COM SER C GLIBK	GLIBK	150,000	$3.2m2.19%	2.19%	Added +12.0k	+11,967 8.7%
16	MARTIN MARIETTA MATLS INC COM MLM	MLM	5,000	$2.9m1.95%	1.95%	Unchanged
17	GCI LIBERTY INC COM SER A GLIBA	GLIBA	100,000	$2.2m1.48%	1.48%	Added +25.0k	+25,000 33.3%
18	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	6,400	$230.5k0.16%	0.16%	Unchanged