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: $302.5M65 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$768K	0.3%Prev: 0.3%	7,478 SH	Increased
Abbvie Inc.	COM	$777K	0.3%	3,573 SH	New
Agilent Technologies	COM	$1.3M	0.4%Prev: 0.7%	11,005 SH	Increased-5,640 SH
Airbnb, Inc.	COM	$378K	0.1%Prev: 0.1%	2,995 SH	Increased+125 SH
Airbus	COM	$714K	0.2%	3,845 SH	New
Alphabet Inc. Class A	COM	$7.3M	2.4%Prev: 1.4%	25,365 SH	Increased-2,175 SH
Alphabet Inc. Class C	COM	$9.6M	3.2%Prev: 1.8%	33,419 SH	Increased-150 SH
Amazon.com Inc.	COM	$8.7M	2.9%Prev: 2.7%	41,859 SH	Increased-458 SH
American Express Company	COM	$10.4M	3.4%Prev: 3.2%	34,430 SH	Increased-832 SH
Amrize Ltd	COM	$618K	0.2%	11,040 SH	New
Apple Inc.	COM	$28.2M	9.3%	111,037 SH	New
ARS Pharmaceuticals Inc.	COM	$320K	0.1%	39,850 SH	New
Atlanta Braves Holdings, Inc.	COM	$6.5M	2.1%Prev: 2.8%	151,762 SH	Increased-59,615 SH
Automatic Data Processing	COM	$231K	0.1%Prev: 0.1%	1,136 SH	Increased
Bank Of NY Mellon Co	COM	$224K	0.1%	1,886 SH	New
Berkshire Hathaway B	COM	$47.2M	15.6%Prev: 19.3%	98,414 SH	Increased-9,376 SH
Cava Group, Inc.	COM	$2.7M	0.9%	33,157 SH	New
Chevron Corporation	COM	$360K	0.1%	1,740 SH	New
Chewy, Inc.	COM	$332K	0.1%	12,300 SH	New
Chubb Corp	COM	$1.1M	0.4%Prev: 0.4%	3,497 SH	Increased-883 SH
Costco Whsl Corp	COM	$57.0M	18.8%Prev: 18.6%	57,185 SH	Increased-1,280 SH
D R Horton Inc.	COM	$1.0M	0.3%	7,575 SH	New
Deere & Co	COM	$1.3M	0.4%Prev: 0.4%	2,350 SH	Increased
Duke Energy Corp	COM	$232K	0.1%	1,774 SH	New
Ecolab Inc	COM	$201K	0.1%	756 SH	New
Enterprise Prd Prtnrs LP	COM	$473K	0.2%Prev: 0.1%	12,490 SH	Increased
Equifax Inc	COM	$540K	0.2%Prev: 0.3%	3,000 SH	Increased-600 SH
Fairfax India Holdings Corpora	COM	$2.4M	0.8%	147,730 SH	New
Ferguson Enterprises Inc.	COM	$3.4M	1.1%Prev: 0.8%	14,773 SH	Increased-47 SH
GE Vernova Inc.	COM	$204K	0.1%	234 SH	New
General Electric Company	COM	$267K	0.1%	940 SH	New
Graham Holdings Co. Class B	COM	$1.5M	0.5%Prev: 0.6%	1,407 SH	Increased-444 SH
Johnson & Johnson	COM	$759K	0.3%Prev: 0.3%	3,106 SH	Increased-2,165 SH
Kirby Corporation	COM	$532K	0.2%Prev: 0.1%	4,000 SH	Increased
L3Harris Technologies Inc.	COM	$1.9M	0.6%Prev: 0.4%	5,380 SH	Increased
Lennar Corp Cl A	COM	$313K	0.1%Prev: 0.1%	3,607 SH	Increased
Liberty Media Corp - Formula O	COM	$9.3M	3.1%Prev: 3.4%	109,052 SH	Increased-1,775 SH
Lilly Eli & Company	COM	$1.4M	0.5%Prev: 0.4%	1,480 SH	Increased
Lockheed Martin Corp	COM	$905K	0.3%Prev: 0.3%	1,497 SH	Increased-589 SH
Markel Group Inc.	COM	$479K	0.2%Prev: 0.2%	250 SH	Increased
Mastercard Inc.	COM	$8.6M	2.8%	17,224 SH	New
McGrath RentCorp	COM	$612K	0.2%Prev: 0.2%	5,550 SH	Increased
Micron Technology Inc.	COM	$4.2M	1.4%	12,440 SH	New
Microsoft Corp	COM	$1.3M	0.4%Prev: 0.5%	3,474 SH	Increased-585 SH
Norfolk Southern Corp	COM	$904K	0.3%Prev: 0.3%	3,150 SH	Increased-115 SH
Northrop Grumman Corp	COM	$1.2M	0.4%	1,705 SH	New
Novo-Nordisk A-S Adr	COM	$1.6M	0.5%Prev: 1.8%	42,257 SH	Increased-34,955 SH
Nvidia Corp	COM	$501K	0.2%	2,870 SH	New
Omega Healthcare Inv	COM	$394K	0.1%Prev: 0.1%	9,000 SH	Increased
On Holdings	COM	$5.1M	1.7%Prev: 2.6%	149,472 SH	Increased-28,973 SH
Packaging Corp of America	COM	$7.2M	2.4%Prev: 2.4%	33,958 SH	Increased-1,967 SH
Pool Corporation	COM	$441K	0.1%	2,181 SH	New
RTX Corp	COM	$3.4M	1.1%	17,373 SH	New
SLB Limited	COM	$349K	0.1%	6,800 SH	New
Spdr Gold Tr Gold Shs	COM	$2.0M	0.7%Prev: 0.5%	4,756 SH	Increased+42 SH
Spectrum Brands Holdings Inc.	COM	$303K	0.1%	4,108 SH	New
Starbucks Corp	COM	$1.5M	0.5%Prev: 0.7%	16,921 SH	Increased-5,045 SH
Teradyne Inc.	COM	$1.4M	0.5%	4,700 SH	New
U Haul Holding	COM	$413K	0.1%Prev: 0.4%	9,235 SH	Increased-10,114 SH
Union Pacific Corp	COM	$9.3M	3.1%Prev: 2.9%	38,185 SH	Increased+2,107 SH
Vaneck Junior Gold Miners	COM	$3.3M	1.1%Prev: 0.5%	27,681 SH	Increased+2,571 SH
Vaneck Vectors Gold Miners ETF	COM	$4.9M	1.6%Prev: 0.8%	53,050 SH	Increased+1,874 SH
Visa Inc. Class A	COM	$28.0M	9.2%Prev: 11.2%	92,563 SH	Increased-2,617 SH
Wesco International, Inc.	COM	$3.8M	1.2%	13,763 SH	New
Xylem Inc.	COM	$278K	0.1%	2,330 SH	New

Sold (vs prior filing)

Abbvie Inc — $756
Alcon Inc. — $345
Apple Inc — $28K
D R Horton Inc — $966
Diageo Plc-Sponsored Adr — $365
Duke Energy Corp. — $228
Hologic Inc — $284
Howard Hughes Holdings Corp. — $548
Keurig Dr. Pepper Inc. — $245
Mastercard Inc — $10K
Micron Technology Inc — $1K
Northrop Grumman Corp. — $1K
Nvidia Corp. — $311
RTX Corp. — $3K
Spectrum Brands Holdings Inc — $758
Teradyne Inc — $508
U Haul Holding Co — $485
Xylem Inc — $278

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