BISLETT MANAGEMENT, LLC
Top Portfolio Positions
12 positions ·
$72,038,728 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WSC |
WillScot Holdings Corp
Industrials
|
1,005,000 | $17,446,800 | 24.22% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
600,000 | $13,848,000 | 19.22% | |
| KO |
Coca Cola Co
Consumer Defensive
|
100,000 | $7,605,000 | 10.56% | |
| LBRDA |
Liberty Broadband Corp
Communication Services
|
140,000 | $7,030,800 | 9.76% | |
| FWONA |
Liberty Media Corp
Communication Services
|
70,000 | $5,465,600 | 7.59% | |
| CMCSA |
Comcast Corp
Communication Services
|
160,000 | $4,593,600 | 6.38% | |
| BATRA |
Atlanta Braves Holdings, Inc.
Communication Services
|
75,000 | $3,536,250 | 4.91% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
60,000 | $3,361,200 | 4.67% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
35,000 | $3,207,400 | 4.45% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
5,000 | $2,943,400 | 4.09% |
Portfolio Trend
Holdings in BATRA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,536,250 | 75,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,186,750 | 75,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,410,250 | 75,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,690,750 | 75,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,290,250 | 75,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,060,000 | 75,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,161,250 | 75,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,099,750 | 75,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,142,500 | 75,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,208,500 | 75,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,930,250 | 75,000 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||