BISLETT MANAGEMENT, LLC
•CIK: 1425041•Filing: Q4 2025
**BISLETT MANAGEMENT, LLC** manages $132M across a concentrated portfolio of 17 positions. The strategy exhibits significant conviction, anchored by a substantial allocation to Berkshire Hathaway Class A ($26.4M) and WSC ($18.9M). Further notable holdings include Google ($15.7M) and Sirius XM ($12.0M), indicating exposure across defensive and technology sectors. This structure suggests a value-oriented approach with deep, established corporate anchors.
Total AUM
$131.8M
QoQ Performance
-4.5%
Positions
13
Top 10 Concentration
83.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
WSC
GOOG
SIRI
LBRDA
KO
BRK/A20.0%
WSC14.4%
GOOG11.9%
SIRI9.1%
LBRDA6.0%
KO5.3%
FWONA4.7%
BRK/B4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.9%
Financial24.2%
Communication19.7%
Technology11.9%
Consumer Staples5.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑1 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023