Bislett Management as of Dec. 31, 2013
Portfolio Holdings for Bislett Management
Bislett Management holds 25 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pepsi (PEP) | 7.8 | $12M | 145k | 82.94 | |
Compass Minerals International (CMP) | 7.6 | $12M | 147k | 80.05 | |
Pioneer Natural Resources | 7.1 | $11M | 60k | 184.07 | |
DineEquity (DIN) | 6.2 | $9.5M | 114k | 83.55 | |
Mobile Mini | 5.7 | $8.9M | 215k | 41.18 | |
CNA Financial Corporation (CNA) | 5.5 | $8.6M | 200k | 42.89 | |
Liberty Global Inc Com Ser A | 5.2 | $8.0M | 90k | 89.00 | |
Devon Energy Corporation (DVN) | 5.0 | $7.7M | 125k | 61.87 | |
Yum! Brands (YUM) | 4.9 | $7.6M | 100k | 75.61 | |
Loews Corporation (L) | 4.6 | $7.1M | 147k | 48.24 | |
Vistaprint N V | 4.6 | $7.1M | 125k | 56.85 | |
Liberty Media | 4.3 | $6.7M | 229k | 29.35 | |
Coca-Cola Company (KO) | 4.3 | $6.6M | 160k | 41.31 | |
Berkshire Hathaway (BRK.A) | 4.0 | $6.2M | 35.00 | 177914.29 | |
HCC Insurance Holdings | 3.7 | $5.8M | 125k | 46.14 | |
Crown Holdings (CCK) | 3.2 | $4.9M | 110k | 44.57 | |
Range Resources (RRC) | 3.0 | $4.6M | 55k | 84.31 | |
Alleghany Corporation | 2.6 | $4.0M | 10k | 400.00 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.4 | $3.7M | 50k | 73.42 | |
McDonald's Corporation (MCD) | 2.1 | $3.2M | 33k | 97.03 | |
Dunkin' Brands Group | 1.7 | $2.7M | 55k | 48.20 | |
Wpx Energy | 1.3 | $2.0M | 100k | 20.38 | |
Ultra Petroleum | 1.3 | $1.9M | 90k | 21.66 | |
Scripps Networks Interactive | 1.1 | $1.7M | 20k | 86.40 | |
Berkshire Hathaway (BRK.B) | 0.8 | $1.3M | 11k | 118.55 |