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 |
