本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
BISLETT MANAGEMENT, LLC (CIK 1425041) reported $147.6M across 18 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WSC ($26.8M, 18.17%), BRK/A ($26.2M, 17.76%), SIRI ($17.7M, 12.01%), GOOG ($17.7M, 11.97%), KO ($8.1M, 5.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WSC | WILLSCOT HLDGS CORP | $26.8M | 18.17% | 929,522 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC | $26.2M | 17.76% | 35 | Hold |
| 3 | SIRI | SIRIUSXM HOLDINGS INC | $17.7M | 12.01% | 600,000 | Hold |
| 4 | GOOG | ALPHABET INC | $17.7M | 11.97% | 50,000 | Hold |
| 5 | KO | COCA-COLA CO | $8.1M | 5.51% | 100,000 | Hold |
| 6 | FWONA | LIBERTY MEDIA CORP DEL | $6.1M | 4.15% | 70,000 | Hold |
| 7 | BRKB | BERKSHIRE HATHAWAY INC | $5.5M | 3.73% | 11,000 | Hold |
| 8 | CMCSA | COMCAST CORP | $5.4M | 3.66% | 220,000 | Added |
| 9 | BATRK | ATLANTA BRAVES HLDGS INC | $5.4M | 3.63% | 103,330 | Hold |
| 10 | LBRDA | LIBERTY BROADBAND CORP | $4.7M | 3.16% | 140,000 | Hold |
| 11 | BATRA | ATLANTA BRAVES HLDGS INC | $4.2M | 2.86% | 75,000 | Hold |
| 12 | AMRZ | AMRIZE LTD. | $4.0M | 2.71% | 75,000 | Added |
| 13 | LLYVK | LIBERTY LIVE HOLDINGS INC | $3.7M | 2.50% | 35,000 | Hold |
| 14 | LLYVA | LIBERTY LIVE HOLDINGS INC | $3.5M | 2.40% | 35,000 | Hold |
| 15 | GLIBK | LIBERTY CAP CORP | $3.2M | 2.19% | 150,000 | Added |
| 16 | MLM | MARTIN MARIETTA MATERIALS INC | $2.9M | 1.95% | 5,000 | Hold |
| 17 | GLIBA | LIBERTY CAP CORP | $2.2M | 1.48% | 100,000 | Added |
| 18 | VSNT | VERSANT MEDIA GROUP INC | $230,464 | 0.16% | 6,400 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30