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 |