BM
Bislett Management Portfolio holdings
AUM
$146M
1-Year Est. Return
9.25%
1 Year Est. Return
+9.25%
AUM
$141M
AUM Growth
-$67.3K
(-0.05%)
Holding
14
Sector Composition
| 1 | Communication Services | 49.14% |
| 2 | Financials | 23.93% |
| 3 | Industrials | 20.17% |
| 4 | Consumer Staples | 5.07% |
| 5 | Materials | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
WillScot Mobile Mini Holdings
WSC
$4.09B
| $28.5M | 20.17% |
1,025,000
-85,000
|
|
||
2
Berkshire Hathaway Class A
BRK.A
$1.06T
| $27.9M | 19.78% |
35
|
|
||
3
SiriusXM
SIRI
$7.21B
| $18.4M | 13.01% |
815,183
-4,779
|
|
||
4
Liberty Broadband Class A
LBRDA
$8.05B
| $11.9M | 8.42% |
140,000
|
|
||
5
Comcast
CMCSA
$108B
| $8.86M | 6.27% |
240,000
+30,000
|
|
||
6
Alphabet (Google) Class C
GOOG
$3.15T
| $7.81M | 5.53% |
50,000
|
|
||
7
Coca-Cola
KO
$300B
| $7.16M | 5.07% |
100,000
|
|
||
8
Liberty Media Series A
FWONA
$21.9B
| $6.92M | 4.9% |
85,000
-5,000
|
|
||
|
9
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.86M | 4.15% |
11,000
|
|
||
10
Atlanta Braves Holdings Series B
BATRK
$2.47B
| $4.13M | 2.93% |
103,330
|
|
||
11
Liberty Live Group Series C
LLYVK
$8.52B
| $4.09M | 2.89% |
60,000
|
|
||
|
12
Liberty Live Group Series A
LLYVA
$8.28B
| $4.03M | 2.86% |
60,000
|
|
||
13
Atlanta Braves Holdings Series A
BATRA
$2.68B
| $3.29M | 2.33% |
75,000
|
|
||
14
Martin Marietta Materials
MLM
$37.5B
| $2.39M | 1.69% |
+5,000
|
|