1y return+2.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $110 against $175 in the S&P 500.2
Bislett Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WSCWillscot Hldgs Corp | $26.8M | 18.2% | −7.5% |
| BRK/ABerkshire Hathaway Inc | $26.2M | 17.8% | |
| SIRISiriusxm Holdings Inc | $17.7M | 12.0% | |
| GOOGAlphabet Inc | $17.7M | 12.0% | |
| KOCoca-cola Co | $8.1M | 5.5% | |
| FWONALiberty Media Corp Del | $6.1M | 4.2% | |
| BRK/BBerkshire Hathaway Inc | $5.5M | 3.7% | |
| CMCSAComcast Corp | $5.4M | 3.7% | +37.5% |
| BATRKAtlanta Braves Hldgs Inc | $5.4M | 3.6% | |
| Liberty Broadband CorpCUSIP 530307107 | $4.7M | 3.2% | |
| BATRAAtlanta Braves Hldgs Inc | $4.2M | 2.9% | |
| Amrize Ltd.CUSIP H2927K103 | $4.0M | 2.7% | +25.0% |
| LLYVKLiberty Live Holdings Inc | $3.7M | 2.5% | |
| LLYVALiberty Live Holdings Inc | $3.5M | 2.4% | |
| GLIBKLiberty Cap Corp | $3.2M | 2.2% | +8.7% |
| MLMMartin Marietta Materials Inc | $2.9M | 2.0% | |
| GLIBALiberty Cap Corp | $2.2M | 1.5% | +33.3% |
| VSNTVersant Media Group Inc | $230K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $17.7M |
| BRK/BBerkshire Hathaway Inc | June 30, 2020 | +180.3% | $5.5M |
| BRK/ABerkshire Hathaway Inc | June 30, 2020 | +180.2% | $26.2M |
| KOCoca-cola Co | June 30, 2020 | +81.9% | $8.1M |
| WSCWillscot Hldgs Corp | September 30, 2020 | +73.0% | $26.8M |
| FWONALiberty Media Corp Del | September 30, 2023 | +54.8% | $6.1M |
| BATRKAtlanta Braves Hldgs Inc | September 30, 2023 | +45.3% | $5.4M |
| BATRAAtlanta Braves Hldgs Inc | September 30, 2023 | +44.1% | $4.2M |
| LLYVKLiberty Live Holdings Inc | December 31, 2025 | +27.0% | $3.7M |
| SIRISiriusxm Holdings Inc | September 30, 2024 | +24.9% | $17.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | −3.9% | +2.4% |
| September 30, 2025 | −4.5% | +7.8% |
| June 30, 2025 | +2.5% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +11.1% | +5.4% |
| June 30, 2024 | −11.3% | +4.0% |
| March 31, 2024 | +3.0% | +10.0% |
| December 31, 2023 | +6.0% | +11.2% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −2.2% | −5.3% |
| June 30, 2022 | −19.5% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bislett Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1425041&type=13F-HR&dateb=&owner=include&count=40CIK 1425041
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1425041/000093583626000381/Filed August 11, 2026 · accession 0000935836-26-000381