BISLETT MANAGEMENT, LLC
CIK 1425041 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $147.6M
- 持仓
- 18
- 截至
- 2026年6月30日
按 13F 价值排名第 7447（共 9443） · 前 78.9%
投资组合价值同比（季度）：+13.9% 13F不披露现金
- 前十大持仓权重
- 83.74%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 17
- 有效持仓数量
- 9.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.57% 估计买入 $3078009 · 卖出 $2178295
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.0% 仍持有
- 新仓位
- 0
- 增加
- 4
- 减少
- 1
- 已结清
- 1
本页内容
行业细分
Communication Services
46.3%
Industrials
22.8%
Consumer Staples
5.5%
Telecommunication
3.7%
其他/未映射
21.6%
完整投资组合 18 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| WSC WillScot Holdings Corporation - Class A Common Stock | $26826005 | 18.17% | 929522 | $9379205 | 下跌 ×1 | ||
| BRKA | $26209750 | 17.76% | 35 | $1074850 | |||
| SIRI SiriusXM Holdings Inc. - Common Stock | $17724000 | 12.01% | 600000 | $3876000 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $17666500 | 11.97% | 50000 | $3323500 | |||
| KO Coca-Cola Company (The) Common Stock | $8127000 | 5.51% | 100000 | $522000 | |||
| FWONA Liberty Media Corporation - Series A Liberty Formula One Common Stock | $6127800 | 4.15% | 70000 | $662200 | |||
| BRKB | $5504290 | 3.73% | 11000 | $233090 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $5401000 | 3.66% | 220000 | $807400 | 上涨 ×1 | ||
| BATRK Atlanta Braves Holdings, Inc. - Series C Common Stock | $5362827 | 3.63% | 103330 | $950636 | |||
| LBRDA Liberty Broadband Corporation - Class A Common Stock | $4659200 | 3.16% | 140000 | $-2371600 | |||
| BATRA Atlanta Braves Holdings, Inc. - Series A Common Stock | $4223250 | 2.86% | 75000 | $687000 | |||
| AMRZ Amrize Ltd Ordinary Shares | $3997500 | 2.71% | 75000 | $636300 | 上涨 ×1 | ||
| LLYVK Liberty Live Holdings, Inc. - Series C Liberty Live Group Common Stock | $3697400 | 2.50% | 35000 | $403550 | |||
| LLYVA Liberty Live Holdings, Inc. - Series A Liberty Live Group Common Stock | $3544100 | 2.40% | 35000 | $336700 | |||
| GLIBK GCI Liberty, Inc. - Series C GCI Group Common Stock | $3234000 | 2.19% | 150000 | $-1902208 | 上涨 ×1 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $2883500 | 1.95% | 5000 | $-59900 | |||
| GLIBA GCI Liberty, Inc. - Series A GCI Group Common Stock | $2190000 | 1.48% | 100000 | $-573750 | 上涨 ×1 | ||
| VSNT Versant Media Group, Inc. - Class A Common Stock | $230464 | 0.16% | 6400 | $-6464 | |||
| 无匹配项 | |||||||
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| LLYVKXXXX | 2025年12月31日 | 40000 | $3878800 | 不再跟踪 |