BM
Bislett Management Portfolio holdings
AUM
$146M
1-Year Est. Return
9.25%
1 Year Est. Return
+9.25%
AUM
$146M
AUM Growth
+$4.9M
(+3.5%)
Holding
15
Sector Composition
| 1 | Communication Services | 51.64% |
| 2 | Financials | 21.11% |
| 3 | Industrials | 18.84% |
| 4 | Consumer Staples | 4.84% |
| 5 | Materials | 3.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
WillScot Mobile Mini Holdings
WSC
$4.09B
| $27.5M | 18.84% |
1,005,000
-20,000
|
|
||
2
Berkshire Hathaway Class A
BRK.A
$1.06T
| $25.5M | 17.45% |
35
|
|
||
3
SiriusXM
SIRI
$7.21B
| $17.8M | 12.15% |
773,309
-41,874
|
|
||
4
Liberty Broadband Class A
LBRDA
$8.05B
| $13.7M | 9.37% |
140,000
|
|
||
5
Comcast
CMCSA
$108B
| $8.92M | 6.1% |
250,000
+10,000
|
|
||
6
Alphabet (Google) Class C
GOOG
$3.15T
| $8.87M | 6.07% |
50,000
|
|
||
7
Liberty Media Series A
FWONA
$21.9B
| $8.07M | 5.52% |
85,000
|
|
||
8
Coca-Cola
KO
$300B
| $7.08M | 4.84% |
100,000
|
|
||
|
9
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.34M | 3.66% |
11,000
|
|
||
10
Liberty Live Group Series C
LLYVK
$8.52B
| $4.87M | 3.33% |
60,000
|
|
||
11
Atlanta Braves Holdings Series B
BATRK
$2.47B
| $4.83M | 3.31% |
103,330
|
|
||
|
12
Liberty Live Group Series A
LLYVA
$8.28B
| $4.77M | 3.26% |
60,000
|
|
||
13
Atlanta Braves Holdings Series A
BATRA
$2.68B
| $3.69M | 2.53% |
75,000
|
|
||
14
Martin Marietta Materials
MLM
$37.5B
| $2.74M | 1.88% |
5,000
|
|
||
|
AMRZ
15
Amrize Ltd
AMRZ
$27.4B
| $2.48M | 1.7% |
+50,000
|
|