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: $330.1M64 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$679K	0.2%Prev: 0.3%	7,478 SH	Increased
Abbvie Inc.	COM	$899K	0.3%Prev: 0.2%	3,573 SH	Increased-33 SH
Agilent Technologies	COM	$1.4M	0.4%Prev: 0.6%	10,629 SH	Increased-5,716 SH
Airbnb, Inc.	COM	$441K	0.1%Prev: 0.1%	3,085 SH	Increased+440 SH
Airbus	COM	$854K	0.3%Prev: 0.3%	3,845 SH	Increased+150 SH
Alphabet Inc. Class A	COM	$9.1M	2.7%Prev: 1.6%	25,365 SH	Increased-1,895 SH
Alphabet Inc. Class C	COM	$11.8M	3.6%Prev: 2.0%	33,419 SH	Increased
Amazon.com Inc.	COM	$9.8M	3.0%Prev: 3.0%	41,129 SH	Increased-782 SH
American Express Company	COM	$11.6M	3.5%Prev: 3.7%	34,430 SH	Increased-780 SH
Amrize Ltd	COM	$614K	0.2%Prev: 0.1%	11,515 SH	Increased+3,375 SH
Apple Inc.	COM	$32.1M	9.7%Prev: 8.3%	111,037 SH	Increased-10,755 SH
ARS Pharmaceuticals Inc.	COM	$569K	0.2%	71,080 SH	New
Atlanta Braves Holdings, Inc.	COM	$7.9M	2.4%Prev: 3.4%	151,538 SH	Increased-66,341 SH
Automatic Data Processing	COM	$254K	0.1%Prev: 0.1%	1,136 SH	Increased
Bank of New York Mellon Corp.	COM	$273K	0.1%	1,886 SH	New
Berkshire Hathaway B	COM	$48.3M	14.6%Prev: 17.2%	96,443 SH	Increased-10,777 SH
Canadian Pacific Kansas City	COM	$235K	0.1%	2,715 SH	New
Cava Group, Inc.	COM	$2.7M	0.8%	34,237 SH	New
Chevron Corporation	COM	$288K	0.1%Prev: 0.1%	1,740 SH	Increased-35 SH
Chubb Corp	COM	$1.2M	0.4%Prev: 0.4%	3,427 SH	Increased-991 SH
Costco Whsl Corp	COM	$53.5M	16.2%Prev: 19.1%	57,203 SH	Increased-993 SH
D R Horton Inc.	COM	$1.2M	0.4%Prev: 0.3%	7,575 SH	Increased
Deere & Co	COM	$1.5M	0.5%Prev: 0.4%	2,350 SH	Increased
Duke Energy Corp	COM	$313K	0.1%Prev: 0.1%	2,474 SH	Increased+656 SH
Ecolab Inc	COM	$211K	0.1%Prev: 0.1%	756 SH	Increased
Enterprise Prd Prtnrs LP	COM	$393K	0.1%Prev: 0.1%	10,690 SH	Increased-1,800 SH
Equifax Inc	COM	$476K	0.1%Prev: 0.3%	3,000 SH	Increased-600 SH
Fairfax India Holdings Corpora	COM	$2.7M	0.8%	148,730 SH	New
Ferguson Enterprises Inc.	COM	$3.4M	1.0%Prev: 1.1%	14,423 SH	Increased-415 SH
GE Vernova Inc.	COM	$275K	0.1%	234 SH	New
General Electric Company	COM	$351K	0.1%Prev: 0.1%	940 SH	Increased
Graham Holdings Co. Class B	COM	$1.6M	0.5%Prev: 0.6%	1,407 SH	Increased-442 SH
Johnson & Johnson	COM	$789K	0.2%Prev: 0.2%	3,106 SH	Increased-1,380 SH
Kirby Corporation	COM	$544K	0.2%Prev: 0.2%	4,000 SH	Increased
L3Harris Technologies Inc.	COM	$1.6M	0.5%Prev: 0.4%	5,380 SH	Increased
Lennar Corp Cl A	COM	$326K	0.1%Prev: 0.1%	3,607 SH	Increased
Liberty Media Corp - Formula O	COM	$10.0M	3.0%Prev: 3.8%	104,902 SH	Increased-5,182 SH
Lilly Eli & Company	COM	$1.8M	0.5%Prev: 0.4%	1,480 SH	Increased
Lockheed Martin Corp	COM	$719K	0.2%Prev: 0.3%	1,412 SH	Increased-637 SH
Markel Group Inc.	COM	$488K	0.1%Prev: 0.2%	250 SH	Increased
Mastercard Inc.	COM	$8.8M	2.7%Prev: 3.2%	17,224 SH	Increased-111 SH
McGrath RentCorp	COM	$672K	0.2%Prev: 0.2%	5,550 SH	Increased
Micron Technology Inc.	COM	$13.9M	4.2%	12,072 SH	New
Microsoft Corp	COM	$1.0M	0.3%Prev: 0.6%	2,814 SH	Increased-855 SH
Norfolk Southern Corp	COM	$944K	0.3%Prev: 0.3%	3,000 SH	Increased-265 SH
Northrop Grumman Corp	COM	$868K	0.3%Prev: 0.4%	1,705 SH	Increased-705 SH
Novo-Nordisk A-S Adr	COM	$2.0M	0.6%Prev: 1.0%	42,255 SH	Increased-1,682 SH
Nvidia Corp	COM	$574K	0.2%Prev: 0.1%	2,870 SH	Increased
Omega Healthcare Inv	COM	$429K	0.1%Prev: 0.1%	9,000 SH	Increased
On Holdings	COM	$4.9M	1.5%Prev: 3.0%	139,537 SH	Increased-36,948 SH
Packaging Corp of America	COM	$8.1M	2.4%Prev: 2.2%	33,808 SH	Increased-1,571 SH
RTX Corp	COM	$3.2M	1.0%Prev: 0.9%	16,998 SH	Increased-1,780 SH
SLB Limited	COM	$766K	0.2%	16,485 SH	New
Spdr Gold Tr Gold Shs	COM	$1.8M	0.5%Prev: 0.5%	4,756 SH	Increased+52 SH
Spectrum Brands Holdings Inc.	COM	$352K	0.1%Prev: 0.2%	4,108 SH	Increased-5,656 SH
Starbucks Corp	COM	$1.6M	0.5%Prev: 0.6%	15,941 SH	Increased-4,380 SH
Teradyne Inc.	COM	$2.3M	0.7%	4,700 SH	New
U Haul Holding	COM	$533K	0.2%Prev: 0.2%	9,235 SH	Increased-2,929 SH
Union Pacific Corp	COM	$10.4M	3.1%Prev: 2.7%	38,225 SH	Increased+2,121 SH
Vaneck Junior Gold Miners	COM	$2.7M	0.8%Prev: 0.6%	27,681 SH	Increased+341 SH
Vaneck Vectors Gold Miners ETF	COM	$4.0M	1.2%Prev: 0.9%	53,050 SH	Increased+324 SH
Visa Inc. Class A	COM	$31.7M	9.6%Prev: 11.1%	92,533 SH	Increased-2,360 SH
Wesco International, Inc.	COM	$4.7M	1.4%	13,663 SH	New
Xylem Inc.	COM	$517K	0.2%	4,370 SH	New

Sold (vs prior filing)

Alcon Inc. — $319
Diageo Plc-Sponsored Adr — $347
Fidelity Natl Info Svcs — $215
Hologic Inc — $300
Keurig Dr. Pepper Inc. — $234
Micron Technology Inc — $2K
Teradyne Inc — $524
U Haul Holding Co — $326
Wesco Interntional, Inc. — $1K
Xylem Inc — $301

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