BISLETT MANAGEMENT, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 50.2% | $74,060,541 |
| Financial Services | 21.5% | $31,714,040 |
| Industrials | 18.2% | $26,826,004 |
| Consumer Defensive | 5.5% | $8,127,000 |
| Basic Materials | 4.7% | $6,881,000 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WSC | WillScot Holdings Corp | −75,478 | 929,522 | $26,826,004 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 11,035 | $31,714,040 | 21.49% | |
| WSC |
WillScot Holdings Corp
Industrials
|
Reduced | 929,522 | $26,826,004 | 18.17% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Held | 600,000 | $17,724,000 | 12.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 50,000 | $17,666,500 | 11.97% | |
| BATRA |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 178,330 | $9,586,077 | 6.49% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 100,000 | $8,127,000 | 5.51% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
Held | 70,000 | $7,241,500 | 4.91% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Held | 70,000 | $6,127,800 | 4.15% | |
| GLIBA |
Liberty Capital Corp/NV
Communication Services
|
Added | 250,000 | $5,424,000 | 3.67% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 220,000 | $5,401,000 | 3.66% | |
| LBRDA |
Liberty Broadband Corp
Communication Services
|
Held | 140,000 | $4,659,200 | 3.16% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Added | 75,000 | $3,997,500 | 2.71% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 5,000 | $2,883,500 | 1.95% | |
| VSNT |
Versant Media Group, Inc.
Communication Services
|
Held | 6,400 | $230,464 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.