BISLETT MANAGEMENT, LLC
Filing Date
Global Rank
#6,181
/ 8,586
▲ 173
Top Industry
Entertainment
34.0%
3Y Alpha vs SPY
-29.1%
Period ended 3 months ago
Filed May 11, 2026 · 36d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-21.8%
SPY
+78.1%
Annualised alpha
-29.1%
Max drawdown
−40.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.6%
−1.9 pts
Top 5
66.5%
−1.0 pts
Top 10
92.3%
−0.4 pts
HHI
1,226
Diversified−30
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 52.6% | $40,682,328 |
| Industrials | 22.6% | $17,446,800 |
| Consumer Defensive | 9.8% | $7,605,000 |
| Basic Materials | 8.2% | $6,304,600 |
| Financial Services | 6.8% | $5,271,200 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LBRDA | Liberty Broadband Corp | −25,000 | 140,000 | $7,030,800 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VSNT | Versant Media Group, Inc. | 6,400 | $236,928 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
13 positions ·
$77,309,928 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Defensive
Financial Services
Industrials
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WSC |
WillScot Holdings Corp
Industrials
|
Held | 1,005,000 | $17,446,800 | 22.57% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Held | 600,000 | $13,848,000 | 17.91% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 100,000 | $7,605,000 | 9.84% | |
| LBRDA |
Liberty Broadband Corp
Communication Services
|
Reduced | 140,000 | $7,030,800 | 9.09% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Held | 70,000 | $5,465,600 | 7.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 11,000 | $5,271,200 | 6.82% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 160,000 | $4,593,600 | 5.94% | |
| BATRA |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 75,000 | $3,536,250 | 4.57% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Held | 60,000 | $3,361,200 | 4.35% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
Held | 35,000 | $3,207,400 | 4.15% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 5,000 | $2,943,400 | 3.81% | |
| GLIBA |
GCI Liberty, Inc.
Communication Services
|
Held | 75,000 | $2,763,750 | 3.57% | |
| VSNT |
Versant Media Group, Inc.
Communication Services
|
NEW | 6,400 | $236,928 | 0.31% |