Norman Fields, Gottscho Capital Management, LLC

Est. AUM

$330.1M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Costco Whsl Corp	COM	$53.5M	57203	16.21%	SOLE
2	Berkshire Hathaway B	COM	$48.3M	96443	14.62%	SOLE
3	Apple Inc.	COM	$32.1M	111037	9.73%	SOLE
4	Visa Inc. Class A	COM	$31.7M	92533	9.62%	SOLE
5	Micron Technology Inc.	COM	$13.9M	12072	4.22%	SOLE
6	Alphabet Inc. Class C	COM	$11.8M	33419	3.58%	SOLE
7	American Express Company	COM	$11.6M	34430	3.53%	SOLE
8	Union Pacific Corp	COM	$10.4M	38225	3.15%	SOLE
9	Liberty Media Corp - Formula O	COM	$10.0M	104902	3.02%	SOLE
10	Amazon.com Inc.	COM	$9.8M	41129	2.97%	SOLE
11	Alphabet Inc. Class A	COM	$9.1M	25365	2.75%	SOLE
12	Mastercard Inc.	COM	$8.8M	17224	2.68%	SOLE
13	Packaging Corp of America	COM	$8.1M	33808	2.44%	SOLE
14	Atlanta Braves Holdings, Inc.	COM	$7.9M	151538	2.38%	SOLE
15	On Holdings	COM	$4.9M	139537	1.50%	SOLE
16	Wesco International, Inc.	COM	$4.7M	13663	1.43%	SOLE
17	Vaneck Vectors Gold Miners ETF	COM	$4.0M	53050	1.21%	SOLE
18	Ferguson Enterprises Inc.	COM	$3.4M	14423	1.04%	SOLE
19	RTX Corp	COM	$3.2M	16998	0.98%	SOLE
20	Vaneck Junior Gold Miners	COM	$2.7M	27681	0.82%	SOLE
21	Fairfax India Holdings Corpora	COM	$2.7M	148730	0.82%	SOLE
22	Cava Group, Inc.	COM	$2.7M	34237	0.81%	SOLE
23	Teradyne Inc.	COM	$2.3M	4700	0.69%	SOLE
24	Novo-Nordisk A-S Adr	COM	$2.0M	42255	0.61%	SOLE
25	Lilly Eli & Company	COM	$1.8M	1480	0.54%	SOLE
26	Spdr Gold Tr Gold Shs	COM	$1.8M	4756	0.53%	SOLE
27	Starbucks Corp	COM	$1.6M	15941	0.49%	SOLE
28	Graham Holdings Co. Class B	COM	$1.6M	1407	0.49%	SOLE
29	L3Harris Technologies Inc.	COM	$1.6M	5380	0.47%	SOLE
30	Deere & Co	COM	$1.5M	2350	0.45%	SOLE
31	Agilent Technologies	COM	$1.4M	10629	0.43%	SOLE
32	D R Horton Inc.	COM	$1.2M	7575	0.37%	SOLE
33	Chubb Corp	COM	$1.2M	3427	0.35%	SOLE
34	Microsoft Corp	COM	$1.1M	2814	0.32%	SOLE
35	Norfolk Southern Corp	COM	$944K	3000	0.29%	SOLE
36	Abbvie Inc.	COM	$899K	3573	0.27%	SOLE
37	Northrop Grumman Corp	COM	$868K	1705	0.26%	SOLE
38	Airbus	COM	$854K	3845	0.26%	SOLE
39	Johnson & Johnson	COM	$789K	3106	0.24%	SOLE
40	SLB Limited	COM	$766K	16485	0.23%	SOLE
41	Lockheed Martin Corp	COM	$719K	1412	0.22%	SOLE
42	Abbott Laboratories	COM	$679K	7478	0.21%	SOLE
43	McGrath RentCorp	COM	$672K	5550	0.20%	SOLE
44	Amrize Ltd	COM	$614K	11515	0.19%	SOLE
45	Nvidia Corp	COM	$574K	2870	0.17%	SOLE
46	ARS Pharmaceuticals Inc.	COM	$569K	71080	0.17%	SOLE
47	Kirby Corporation	COM	$544K	4000	0.16%	SOLE
48	U Haul Holding	COM	$533K	9235	0.16%	SOLE
49	Xylem Inc.	COM	$517K	4370	0.16%	SOLE
50	Markel Group Inc.	COM	$488K	250	0.15%	SOLE

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.