Bislett Management as of Dec. 31, 2010
Portfolio Holdings for Bislett Management
Bislett Management holds 25 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 11.1 | $13M | 147k | 89.27 | |
| Pioneer Natural Resources | 9.6 | $11M | 130k | 86.82 | |
| Mosaic Company | 8.7 | $10M | 135k | 76.36 | |
| Yum! Brands (YUM) | 7.9 | $9.3M | 190k | 49.05 | |
| Mediacom Communications Corporation | 7.6 | $9.0M | 1.1M | 8.47 | |
| Pepsi (PEP) | 5.0 | $5.9M | 90k | 65.33 | |
| Loews Corporation (L) | 4.8 | $5.7M | 147k | 38.91 | |
| Exxon Mobil Corporation (XOM) | 4.6 | $5.5M | 75k | 73.13 | |
| Mobile Mini | 4.6 | $5.4M | 276k | 19.69 | |
| Coca-Cola Company (KO) | 4.5 | $5.3M | 80k | 65.78 | |
| FinishMaster | 4.5 | $5.3M | 252k | 20.90 | |
| Iron Mountain Incorporated | 4.5 | $5.3M | 210k | 25.01 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 3.6 | $4.2M | 35.00 | 120457.14 | |
| CNA Financial Corporation (CNA) | 3.5 | $4.2M | 155k | 27.05 | |
| Potlatch Corporation (PCH) | 3.3 | $3.9M | 135k | 28.93 | |
| McDonald's Corporation (MCD) | 2.1 | $2.5M | 33k | 76.76 | |
| Range Resources (RRC) | 2.1 | $2.5M | 55k | 44.98 | |
| EOG Resources (EOG) | 1.9 | $2.3M | 25k | 91.40 | |
| Ultra Petroleum | 1.6 | $1.9M | 40k | 47.78 | |
| Progressive Corporation (PGR) | 1.0 | $1.2M | 60k | 19.87 | |
| Sprott Resource | 0.9 | $1.1M | 241k | 4.60 | |
| Scripps Networks Interactive | 0.9 | $1.0M | 20k | 51.75 | |
| Washington Post Company | 0.8 | $967k | 2.2k | 439.55 | |
| Berkshire Hath-cl B | 0.8 | $881k | 11k | 80.09 | |
| ProShares Short Russell2000 | 0.0 | $0 | 25k | 0.00 |
