Norman Fields, Gottscho Capital Management, LLC

CIK 0001352449 • 6 13F filings • Apr 3, 2025 – Jul 8, 2026

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Filer information

Filed by: Norman Fields, Gottscho Capital Management, LLC, Chief Compliance Officer
Address: 1120 AVENUE OF THE AMERICAS, FOURTH FLOOR, NEW YORK, NY, 10022
Phone: 2126262695
AUM: $310.3M

AUM over time

$328.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $310.3M60 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$937K	0.3%Prev: 0.2%	7,478 SH	Increased
Abbvie Inc.	COM	$816K	0.3%Prev: 0.3%	3,573 SH	Decreased
Agilent Technologies	COM	$1.5M	0.5%Prev: 0.5%	10,705 SH	Decreased+386 SH
Airbnb, Inc.	COM	$413K	0.1%	3,045 SH	New
Airbus	COM	$896K	0.3%Prev: 0.3%	3,845 SH	Increased
Alphabet Inc. Class A	COM	$8.2M	2.7%Prev: 2.6%	26,330 SH	Decreased+1,175 SH
Alphabet Inc. Class C	COM	$10.5M	3.4%Prev: 3.5%	33,419 SH	Decreased
Amazon.com Inc.	COM	$9.6M	3.1%Prev: 3.1%	41,729 SH	Decreased+615 SH
American Express Company	COM	$12.4M	4.0%Prev: 3.2%	33,635 SH	Increased-780 SH
Amrize Ltd	COM	$527K	0.2%Prev: 0.1%	9,740 SH	Increased-1,630 SH
Apple Inc.	COM	$31.5M	10.1%Prev: 11.2%	115,715 SH	Decreased+4,678 SH
Atlanta Braves Holdings, Inc.	COM	$6.2M	2.0%Prev: 2.5%	156,357 SH	Decreased+2,849 SH
Automatic Data Processing	COM	$292K	0.1%Prev: 0.1%	1,136 SH	Decreased
Bank Of NY Mellon Co	COM	$219K	0.1%	1,886 SH	New
Berkshire Hathaway B	COM	$50.3M	16.2%Prev: 14.1%	100,095 SH	Increased+6,683 SH
Cava Group, Inc.	COM	$1.7M	0.5%Prev: 1.7%	28,957 SH	Decreased-73,043 SH
Chevron Corporation	COM	$235K	0.1%Prev: 0.1%	1,540 SH	Decreased-85 SH
Chubb Corp	COM	$1.1M	0.3%Prev: 0.3%	3,387 SH	Decreased-30 SH
Costco Whsl Corp	COM	$49.3M	15.9%Prev: 15.8%	57,198 SH	Decreased+37 SH
D R Horton Inc.	COM	$1.1M	0.4%Prev: 0.3%	7,575 SH	Increased
Deere & Co	COM	$1.1M	0.4%Prev: 0.5%	2,350 SH	Decreased
Enterprise Prd Prtnrs LP	COM	$343K	0.1%Prev: 0.1%	10,690 SH	Decreased
Equifax Inc	COM	$781K	0.3%Prev: 0.1%	3,600 SH	Increased+600 SH
Fairfax India Holdings Corpora	COM	$2.2M	0.7%Prev: 0.7%	127,765 SH	Decreased-6,715 SH
Ferguson Enterprises Inc.	COM	$3.3M	1.1%Prev: 1.0%	14,773 SH	Increased+145 SH
General Electric Company	COM	$290K	0.1%Prev: 0.1%	940 SH	Decreased
Graham Holdings Co. Class B	COM	$1.5M	0.5%Prev: 0.5%	1,409 SH	Decreased+2 SH
Hologic Inc	COM	$343K	0.1%	4,600 SH	New
Johnson & Johnson	COM	$643K	0.2%Prev: 0.3%	3,106 SH	Decreased
Kirby Corporation	COM	$441K	0.1%Prev: 0.2%	4,000 SH	Decreased
L3Harris Technologies Inc.	COM	$1.5M	0.5%Prev: 0.4%	5,180 SH	Increased-200 SH
Lennar Corp Cl A	COM	$371K	0.1%Prev: 0.2%	3,607 SH	Decreased-4,576 SH
Liberty Media Corp - Formula O	COM	$10.7M	3.4%Prev: 3.0%	108,329 SH	Increased+2,450 SH
Lilly Eli & Company	COM	$1.6M	0.5%Prev: 0.5%	1,480 SH	Decreased
Lockheed Martin Corp	COM	$763K	0.2%Prev: 0.2%	1,577 SH	Increased+195 SH
Markel Group Inc.	COM	$537K	0.2%Prev: 0.1%	250 SH	Increased
Mastercard Inc.	COM	$9.9M	3.2%Prev: 2.9%	17,323 SH	Increased+99 SH
McGrath RentCorp	COM	$582K	0.2%Prev: 0.2%	5,550 SH	Decreased
Micron Technology Inc.	COM	$3.4M	1.1%Prev: 3.9%	11,940 SH	Decreased-82 SH
Microsoft Corp	COM	$1.7M	0.6%Prev: 0.4%	3,604 SH	Increased+913 SH
Norfolk Southern Corp	COM	$909K	0.3%Prev: 0.3%	3,150 SH	Increased+310 SH
Northrop Grumman Corp	COM	$972K	0.3%Prev: 0.2%	1,705 SH	Increased+35 SH
Novo-Nordisk A-S Adr	COM	$1.9M	0.6%Prev: 0.4%	36,937 SH	Increased-188 SH
Nvidia Corp	COM	$535K	0.2%Prev: 0.2%	2,870 SH	Decreased
Omega Healthcare Inv	COM	$399K	0.1%Prev: 0.1%	9,000 SH	Decreased
On Holdings	COM	$7.2M	2.3%	154,890 SH	New
Packaging Corp of America	COM	$7.1M	2.3%Prev: 2.3%	34,302 SH	Decreased+798 SH
Pool Corporation	COM	$409K	0.1%	1,786 SH	New
RTX Corp	COM	$3.2M	1.0%Prev: 1.0%	17,373 SH	Increased+375 SH
Spdr Gold Tr Gold Shs	COM	$1.9M	0.6%Prev: 0.6%	4,876 SH	Increased+120 SH
Spectrum Brands Holdings Inc.	COM	$257K	0.1%Prev: 0.1%	4,353 SH	Decreased+297 SH
Starbucks Corp	COM	$1.5M	0.5%Prev: 0.5%	17,521 SH	Decreased+1,660 SH
Teradyne Inc.	COM	$1.1M	0.4%Prev: 0.6%	5,825 SH	Decreased+1,125 SH
U Haul Holding	COM	$422K	0.1%Prev: 0.1%	9,030 SH	Decreased-205 SH
Union Pacific Corp	COM	$8.7M	2.8%Prev: 3.2%	37,810 SH	Decreased-416 SH
Vaneck Junior Gold Miners	COM	$3.2M	1.0%Prev: 1.0%	28,266 SH	Decreased+21 SH
Vaneck Vectors Gold Miners ETF	COM	$4.6M	1.5%Prev: 1.5%	53,385 SH	Decreased-2,029 SH
Visa Inc. Class A	COM	$32.5M	10.5%Prev: 10.1%	92,651 SH	Decreased+134 SH
Wesco International, Inc.	COM	$3.4M	1.1%Prev: 1.5%	13,763 SH	Decreased+100 SH
Xylem Inc.	COM	$317K	0.1%Prev: 0.2%	2,330 SH	Decreased-2,740 SH

Sold (vs prior filing)

ARS Pharmaceuticals Inc. — $273K
Bank of New York Mellon Corp. — $273K
Canadian Pacific Kansas City — $231K
Duke Energy Corp — $270K
Ecolab Inc — $208K
GE Vernova Inc. — $222K
Ishares Core S&P 500 — $284K
SLB Limited — $1.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001352449-26-000001	$310.3M	View
Oct 5, 2026	Q3 2026	13F-HR	0001352449-26-000005	$328.8M	View
Oct 9, 2025