Bislett Management

Bislett Management as of June 30, 2011

Portfolio Holdings for Bislett Management

Bislett Management holds 25 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Compass Minerals International (CMP) 10.4 $13M 147k 86.07
Pioneer Natural Resources (PXD) 8.8 $11M 120k 89.57
Yum! Brands (YUM) 8.6 $11M 190k 55.24
Mosaic (MOS) 7.5 $9.1M 135k 67.73
Pepsi (PEP) 6.7 $8.1M 115k 70.43
Iron Mountain Incorporated 5.9 $7.2M 210k 34.09
Loews Corporation (L) 5.1 $6.2M 147k 42.09
Exxon Mobil Corporation (XOM) 5.0 $6.1M 75k 81.38
Ultra Petroleum 4.8 $5.9M 129k 45.80
Mobile Mini 4.5 $5.5M 261k 21.19
Devon Energy Corporation (DVN) 4.5 $5.5M 70k 78.81
Coca-Cola Company (KO) 4.4 $5.4M 80k 67.29
CNA Financial Corporation (CNA) 3.7 $4.5M 155k 29.05
Potlatch Corporation (PCH) 3.5 $4.2M 120k 35.27
Berkshire Hathaway (BRK.A) 3.3 $4.1M 35.00 116114.29
Range Resources (RRC) 2.5 $3.1M 55k 55.51
McDonald's Corporation (MCD) 2.3 $2.8M 33k 84.33
EOG Resources (EOG) 2.1 $2.6M 25k 104.56
SandRidge Energy 1.4 $1.7M 160k 10.66
Progressive Corporation (PGR) 1.1 $1.3M 60k 21.38
Sprott Resource 0.9 $1.1M 241k 4.76
Deutsche Bk Ag London Brh cmn 0.9 $1.0M 20k 52.40
Scripps Networks Interactive 0.8 $978k 20k 48.90
Berkshire Hathaway (BRK.B) 0.7 $851k 11k 77.36
ProShares Short Russell2000 0.6 $739k 25k 29.56