BISLETT MANAGEMENT, LLC
Palo Alto CA · SEC CIK 0001425041
$1.48亿2026Q2 申报市值
18持仓数
83.7%前十大占比 · 第一大 18.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CMCSA 加仓+$147.30万
AMRZ 加仓+$79.95万
LIBERTY CAP CORP 加仓+$54.75万
GLIBK 加仓+$25.80万
2026Q2 卖出最多 按季末市值估算
WSC 减仓-$217.83万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WSC | WILLSCOT HLDGS CORP | $2,682.60万 | 18.17% | 929,522 | -75,478 | -7.5% | -$217.83万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $2,620.97万 | 17.76% | 35 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $1,772.40万 | 12.01% | 600,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,766.65万 | 11.97% | 50,000 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA CO | $812.70万 | 5.51% | 100,000 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $612.78万 | 4.15% | 70,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC | $550.43万 | 3.73% | 11,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $540.10万 | 3.66% | 220,000 | 60,000 | 37.5% | $147.30万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $536.28万 | 3.63% | 103,330 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $465.92万 | 3.16% | 140,000 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $422.32万 | 2.86% | 75,000 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD. | $399.75万 | 2.71% | 75,000 | 15,000 | 25.0% | $79.95万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $369.74万 | 2.50% | 35,000 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $354.41万 | 2.40% | 35,000 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $323.40万 | 2.19% | 150,000 | 11,967 | 8.7% | $25.80万 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $288.35万 | 1.95% | 5,000 | 0 | 0.0% | — | 不变 |
| — | LIBERTY CAP CORP | $219.00万 | 1.48% | 100,000 | 25,000 | 33.3% | $54.75万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $23.05万 | 0.16% | 6,400 | 0 | 0.0% | — | 不变 |