Bislett Management

Bislett Management as of Sept. 30, 2012

Portfolio Holdings for Bislett Management

Bislett Management holds 28 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Compass Minerals International (CMP) 8.6 $11M 147k 74.59
Pepsi (PEP) 8.0 $10M 145k 70.77
Yum! Brands (YUM) 7.8 $10M 150k 66.34
Devon Energy Corporation (DVN) 7.2 $9.2M 152k 60.50
Potash Corp. Of Saskatchewan I 6.8 $8.8M 202k 43.42
Mosaic (MOS) 6.1 $7.8M 135k 57.61
Pioneer Natural Resources (PXD) 4.9 $6.3M 60k 104.40
Loews Corporation (L) 4.7 $6.1M 147k 41.26
Coca-Cola Company (KO) 4.7 $6.1M 160k 37.93
CNA Financial Corporation (CNA) 4.2 $5.4M 200k 26.80
Berkshire Hathaway (BRK.A) 3.6 $4.6M 35.00 132714.29
HCC Insurance Holdings 3.3 $4.2M 125k 33.89
Range Resources (RRC) 3.0 $3.8M 55k 69.87
Vistaprint N V 2.9 $3.8M 110k 34.15
Exxon Mobil Corporation (XOM) 2.9 $3.7M 41k 91.46
Mobile Mini 2.9 $3.7M 221k 16.70
Alleghany Corp Del 2.7 $3.4M 10k 344.90
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 2.5 $3.2M 50k 63.10
McDonald's Corporation (MCD) 2.4 $3.0M 33k 91.76
Ultra Petroleum 2.3 $3.0M 135k 21.98
EOG Resources (EOG) 1.8 $2.2M 20k 112.05
Deutsche Bk Ag London Brh cmn 1.7 $2.2M 50k 43.78
Progressive Corporation (PGR) 1.0 $1.2M 60k 20.73
Scripps Networks Interactive 1.0 $1.2M 20k 61.25
Dunkin' Brands Group 0.9 $1.2M 40k 29.20
Great Lakes Dredge & Dock Corporation (GLDD) 0.9 $1.2M 150k 7.70
Berkshire Hathaway (BRK.B) 0.8 $970k 11k 88.18
Sprott Resource 0.6 $760k 191k 3.99