Bislett Management as of March 31, 2013
Portfolio Holdings for Bislett Management
Bislett Management holds 29 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 7.9 | $12M | 147k | 78.90 | |
| Pepsi (PEP) | 7.8 | $12M | 145k | 79.11 | |
| Devon Energy Corporation (DVN) | 6.9 | $10M | 180k | 56.42 | |
| Mosaic (MOS) | 5.5 | $8.0M | 135k | 59.61 | |
| Pioneer Natural Resources | 5.1 | $7.5M | 60k | 124.25 | |
| Yum! Brands (YUM) | 4.9 | $7.2M | 100k | 71.94 | |
| CNA Financial Corporation (CNA) | 4.5 | $6.5M | 200k | 32.69 | |
| Mobile Mini | 4.4 | $6.5M | 221k | 29.43 | |
| Loews Corporation (L) | 4.4 | $6.5M | 147k | 44.07 | |
| Coca-Cola Company (KO) | 4.4 | $6.5M | 160k | 40.44 | |
| DineEquity (DIN) | 4.2 | $6.2M | 90k | 68.79 | |
| Potash Corp. Of Saskatchewan I | 4.1 | $6.0M | 152k | 39.25 | |
| Berkshire Hathaway (BRK.A) | 3.7 | $5.5M | 35.00 | 156285.71 | |
| HCC Insurance Holdings | 3.6 | $5.3M | 125k | 42.03 | |
| Vistaprint N V | 3.6 | $5.2M | 135k | 38.66 | |
| Range Resources (RRC) | 3.0 | $4.5M | 55k | 81.04 | |
| Crown Holdings (CCK) | 2.8 | $4.2M | 100k | 41.61 | |
| Alleghany Corporation | 2.7 | $4.0M | 10k | 395.90 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $3.7M | 41k | 90.11 | |
| Liberty Media | 2.5 | $3.6M | 170k | 21.37 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.5 | $3.6M | 50k | 72.50 | |
| McDonald's Corporation (MCD) | 2.2 | $3.3M | 33k | 99.70 | |
| Dunkin' Brands Group | 1.4 | $2.0M | 55k | 36.87 | |
| Ultra Petroleum | 1.2 | $1.8M | 90k | 20.10 | |
| Timken Company (TKR) | 1.2 | $1.7M | 30k | 56.57 | |
| Wpx Energy | 1.1 | $1.6M | 100k | 16.02 | |
| Scripps Networks Interactive | 0.9 | $1.3M | 20k | 64.35 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $1.1M | 11k | 104.18 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $15k | 2.2k | 6.94 |
