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 (PCH) | 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 |