StreetAlpha
13F holdings · Q2 2026

Bislett Management

Palo Alto, CA · files as Bislett Management, LLC
Holdings as of Jun 30, 2026Filed Aug 11, 2026Next filing due Nov 16, 2026CIK 1425041

Bislett Management reported 18 stocks worth $148M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are WSC (18.2%), BRK.A (17.8%) and SIRI (12.0%). Compared with Q1 2026, the fund added to CMCSA, AMRZ and GLIBK and trimmed WSC.

Reported value$148M+13.9% vs last quarter
Stocks held180 new · 0 sold out
Top 5 weight65.4%very concentrated
Turnover4%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
WSC
Willscot Hldgs Corp
$26.8M18.2%930K−75K (−8%)8 of 8
2
BRK.A
Berkshire Hathaway Inc Dclass A
$26.2M17.8%35No change8 of 8
3
SIRI
Siriusxm Hldgs Inc Equit
$17.7M12.0%600KNo change8 of 8
4
GOOG
Alphabet Inc
$17.7M12.0%50KNo change8 of 8
5
KO
Coca Cola Co
$8.1M5.5%100KNo change8 of 8
6
FWONA
Liberty Media Corp Del Class Series A
$6.1M4.2%70KNo change8 of 8
7
BRK.B
Berkshire Hathaway Inc Del
$5.5M3.7%11KNo change8 of 8
8
CMCSA
Comcast Corp New
$5.4M3.7%220K+60K (+38%)8 of 8
9
BATRK
Atlanta Braves Hldgs Inc
$5.4M3.6%103KNo change8 of 8
10
LIBERTY BROADBAND CORP
$4.7M3.2%140KNo change8 of 8
🔒 8 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$149MQ3 '24
$141MQ4 '24
$141MQ1 '25
$146MQ2 '25
$138MQ3 '25
$132MQ4 '25
$130MQ1 '26
$148MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 11, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Bislett Management 13F FAQ

What does Bislett Management own?

Bislett Management reported 18 stocks worth $148M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are WSC (18.2%), BRK.A (17.8%) and SIRI (12.0%). The table above lists every position in the filing (the top 10 without an account).

What did Bislett Management buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 4 added to, 1 trimmed and 0 sold out.

When will Bislett Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Bislett Management's portfolio worth?

The Q2 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.