Bislett Management as of March 31, 2011
Portfolio Holdings for Bislett Management
Bislett Management holds 23 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 11.4 | $14M | 147k | 93.53 | |
| Pioneer Natural Resources | 10.1 | $12M | 120k | 101.92 | |
| Mosaic Company | 8.8 | $11M | 135k | 78.75 | |
| Yum! Brands (YUM) | 8.1 | $9.8M | 190k | 51.38 | |
| Pepsi (PEP) | 6.1 | $7.4M | 115k | 64.41 | |
| Iron Mountain Incorporated | 5.4 | $6.6M | 210k | 31.23 | |
| Loews Corporation (L) | 5.2 | $6.3M | 147k | 43.09 | |
| Exxon Mobil Corporation (XOM) | 5.2 | $6.3M | 75k | 84.13 | |
| Mobile Mini | 5.2 | $6.3M | 261k | 24.02 | |
| Ultra Petroleum | 5.2 | $6.2M | 127k | 49.25 | |
| Coca-Cola Company (KO) | 4.4 | $5.3M | 80k | 66.34 | |
| Potlatch Corporation | 4.0 | $4.8M | 120k | 40.20 | |
| CNA Financial Corporation (CNA) | 3.8 | $4.6M | 155k | 29.55 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 3.6 | $4.4M | 35.00 | 125314.29 | |
| Range Resources (RRC) | 2.7 | $3.2M | 55k | 58.45 | |
| EOG Resources (EOG) | 2.5 | $3.0M | 25k | 118.52 | |
| McDonald's Corporation (MCD) | 2.1 | $2.5M | 33k | 76.09 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.8 | $2.2M | 38k | 57.55 | |
| Sprott Resource | 1.1 | $1.3M | 241k | 5.52 | |
| Progressive Corporation (PGR) | 1.1 | $1.3M | 60k | 21.13 | |
| Scripps Networks Interactive | 0.8 | $1.0M | 20k | 50.10 | |
| Washington Post Company | 0.8 | $963k | 2.2k | 437.73 | |
| Berkshire Hath-cl B | 0.8 | $920k | 11k | 83.64 |
