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.
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 |
B BRK-A | 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 |
L LBRDA | LIBERTY BROADBAND CORP | 9.37% | $13.7M | 140,000 | $64.69 | $91.64 | +$1.8M |
C CMCSA | COMCAST CORP | 6.10% | $8.9M | 250,000 | $35.43 | $35.69 | +$66.5K |