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Bislett Management, LLC
Bislett Management, LLC is a U.S.-based hedge fund founded and managed by James D. Harris, headquartered in Palo Alto, California. The firm is incorporated in California and serves primarily pooled investment vehicles. With only 1 employee, Bislett Management specializes in managing assets for institutional clients and high-net-worth investors, operating with a focus on fundamental analysis in U.S. public equities. The firm reports assets under management of approximately $148 million as of May 2025.
Investment Strategy
Bislett Management, LLC is focused on a fundamental, value-driven approach to investing in U.S. public equities, particularly through concentrated positions. The firm's 13F holdings as of its recent filings indicate a focus on communication services, media, technology, and selected consumer sectors. Bislett primarily manages assets via pooled investment vehicles, with all discretionary authority and no non-discretionary accounts. It does not manage assets for non-U.S. investors. The investment philosophy emphasizes rigorous security selection and a long-term horizon.
Latest 13F Filing Activity
Bislett Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $146M. The fund increased holdings in Amrize LTD, Liberty Broadband Corp., Liberty Media Corp. Del among other positions. Bislett Management, LLC reduced exposure to Berkshire Hathaway Inc., Willscot Holdings Corporation, Siriusxm Holdings Inc. among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WSC | WILLSCOT HOLDINGS CORPORATION | 18.84% | $27.5M | 1,005,000 | $19.19 | $27.40 | -$958.0K |
| BERKSHIRE HATHAWAY INC | 17.45% | $25.5M | 35 | $169622.00 | $728800.00 | -$2.4M | |
S SIRI | SIRIUSXM HOLDINGS INC | 12.15% | $17.8M | 773,309 | $23.65 | $22.97 | -$615.4K |
| LIBERTY BROADBAND CORP | 9.37% | $13.7M | 140,000 | $64.69 | $91.64 | +$1.8M | |
| COMCAST CORP | 6.10% | $8.9M | 250,000 | $35.43 | $35.69 | +$66.5K |
Industry Allocation
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