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: $328.8M63 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$739K	0.2%Prev: 0.3%	7,478 SH	Increased
Abbvie Inc.	COM	$935K	0.3%Prev: 0.3%	3,573 SH	Increased-33 SH
Agilent Technologies	COM	$1.8M	0.5%Prev: 0.5%	10,319 SH	Increased-1,416 SH
Airbus	COM	$831K	0.3%Prev: 0.3%	3,845 SH	Increased
Alphabet Inc. Class A	COM	$8.7M	2.6%Prev: 2.1%	25,155 SH	Increased-2,105 SH
Alphabet Inc. Class C	COM	$11.4M	3.5%Prev: 2.6%	33,419 SH	Increased
Amazon.com Inc.	COM	$10.2M	3.1%Prev: 2.9%	41,114 SH	Increased-716 SH
American Express Company	COM	$10.5M	3.2%Prev: 3.7%	34,415 SH	Increased-590 SH
Amrize Ltd	COM	$425K	0.1%Prev: 0.2%	11,370 SH	Increased+1,215 SH
Apple Inc.	COM	$37.0M	11.2%Prev: 9.8%	111,037 SH	Increased-9,096 SH
ARS Pharmaceuticals Inc.	COM	$273K	0.1%	63,380 SH	New
Atlanta Braves Holdings, Inc.	COM	$8.1M	2.5%Prev: 2.7%	153,508 SH	Increased-50,447 SH
Automatic Data Processing	COM	$293K	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	$46.5M	14.1%Prev: 17.1%	93,412 SH	Increased-13,158 SH
Canadian Pacific Kansas City	COM	$231K	0.1%	2,715 SH	New
Cava Group, Inc.	COM	$5.5M	1.7%	102,000 SH	New
Chevron Corporation	COM	$332K	0.1%Prev: 0.1%	1,625 SH	Increased+85 SH
Chubb Corp	COM	$1.1M	0.3%Prev: 0.3%	3,417 SH	Increased-36 SH
Costco Whsl Corp	COM	$52.0M	15.8%Prev: 17.1%	57,161 SH	Increased-743 SH
D R Horton Inc.	COM	$1.0M	0.3%Prev: 0.4%	7,575 SH	Increased
Deere & Co	COM	$1.6M	0.5%Prev: 0.3%	2,350 SH	Increased
Duke Energy Corp	COM	$270K	0.1%Prev: 0.1%	2,364 SH	Increased+590 SH
Ecolab Inc	COM	$208K	0.1%Prev: 0.1%	756 SH	Increased
Enterprise Prd Prtnrs LP	COM	$381K	0.1%Prev: 0.1%	10,690 SH	Increased-1,800 SH
Equifax Inc	COM	$412K	0.1%Prev: 0.3%	3,000 SH	Increased-600 SH
Fairfax India Holdings Corpora	COM	$2.4M	0.7%Prev: 0.5%	134,480 SH	Increased+50,130 SH
Ferguson Enterprises Inc.	COM	$3.3M	1.0%Prev: 1.1%	14,628 SH	Increased-345 SH
GE Vernova Inc.	COM	$222K	0.1%	234 SH	New
General Electric Company	COM	$294K	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-197 SH
Ishares Core S&P 500	COM	$284K	0.1%	371 SH	New
Johnson & Johnson	COM	$822K	0.3%Prev: 0.2%	3,106 SH	Increased
Kirby Corporation	COM	$525K	0.2%Prev: 0.1%	4,000 SH	Increased
L3Harris Technologies Inc.	COM	$1.3M	0.4%Prev: 0.5%	5,380 SH	Increased
Lennar Corp Cl A	COM	$668K	0.2%Prev: 0.1%	8,183 SH	Increased+4,576 SH
Liberty Media Corp - Formula O	COM	$9.8M	3.0%Prev: 3.7%	105,879 SH	Increased-4,505 SH
Lilly Eli & Company	COM	$1.7M	0.5%Prev: 0.4%	1,480 SH	Increased
Lockheed Martin Corp	COM	$704K	0.2%Prev: 0.3%	1,382 SH	Increased-290 SH
Markel Group Inc.	COM	$428K	0.1%Prev: 0.2%	250 SH	Increased
Mastercard Inc.	COM	$9.5M	2.9%Prev: 3.1%	17,224 SH	Increased-99 SH
McGrath RentCorp	COM	$635K	0.2%Prev: 0.2%	5,550 SH	Increased
Micron Technology Inc.	COM	$12.8M	3.9%Prev: 0.7%	12,022 SH	Increased-498 SH
Microsoft Corp	COM	$1.4M	0.4%Prev: 0.6%	2,691 SH	Increased-913 SH
Norfolk Southern Corp	COM	$878K	0.3%Prev: 0.3%	2,840 SH	Increased-425 SH
Northrop Grumman Corp	COM	$807K	0.2%Prev: 0.5%	1,670 SH	Increased-640 SH
Novo-Nordisk A-S Adr	COM	$1.4M	0.4%Prev: 0.8%	37,125 SH	Increased-8,012 SH
Nvidia Corp	COM	$655K	0.2%Prev: 0.2%	2,870 SH	Increased
Omega Healthcare Inv	COM	$417K	0.1%Prev: 0.1%	9,000 SH	Increased
Packaging Corp of America	COM	$7.7M	2.3%Prev: 2.5%	33,504 SH	Increased-1,770 SH
RTX Corp	COM	$3.2M	1.0%Prev: 1.0%	16,998 SH	Increased-1,825 SH
SLB Limited	COM	$1.3M	0.4%	26,461 SH	New
Spdr Gold Tr Gold Shs	COM	$1.8M	0.6%Prev: 0.6%	4,756 SH	Increased-130 SH
Spectrum Brands Holdings Inc.	COM	$322K	0.1%Prev: 0.1%	4,056 SH	Increased-1,118 SH
Starbucks Corp	COM	$1.5M	0.5%Prev: 0.5%	15,861 SH	Increased-4,191 SH
Teradyne Inc.	COM	$1.9M	0.6%Prev: 0.3%	4,700 SH	Increased-1,125 SH
U Haul Holding	COM	$488K	0.1%Prev: 0.2%	9,235 SH	Increased-1,804 SH
Union Pacific Corp	COM	$10.4M	3.2%Prev: 2.7%	38,226 SH	Increased+2,292 SH
Vaneck Junior Gold Miners	COM	$3.2M	1.0%Prev: 0.9%	28,245 SH	Increased-81 SH
Vaneck Vectors Gold Miners ETF	COM	$4.9M	1.5%Prev: 1.3%	55,414 SH	Increased+1,374 SH
Visa Inc. Class A	COM	$33.2M	10.1%Prev: 10.4%	92,517 SH	Increased-2,416 SH
Wesco International, Inc.	COM	$4.9M	1.5%Prev: 0.9%	13,663 SH	Increased-122 SH
Xylem Inc.	COM	$513K	0.2%Prev: 0.1%	5,070 SH	Increased+2,740 SH

Sold (vs prior filing)

Airbnb, Inc. — $376
Alcon Inc. — $269
Bank Of NY Mellon Co — $205
CCC Intelligent Solutions Hold — $673
Hologic Inc — $310
On Holdings — $7K
Pool Corporation — $433

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