Institutions / Norman Fields, Gottscho Capital Management, LLC
Norman Fields, Gottscho Capital Management, LLC
CIK 1352449 · Institution · as of Mar 31, 2026
Portfolio value
$302.49M
Positions
65
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$302.49M-2.5%Positions
65+6.6%Top holdings
Mar 31, 2026View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| Costco Whsl Corp | $56.98M | 18.8% |
| Warren E. Buffett | $47.16M | 15.6% |
| Apple Inc. | $28.18M | 9.3% |
| Visa Inc. Class A | $27.98M | 9.2% |
| American Express Co | $10.41M | 3.4% |
| Alphabet Inc. Class C | $9.59M | 3.2% |
| Liberty Media Corp - Formula O | $9.27M | 3.1% |
| Union Pacific Corp | $9.26M | 3.1% |
| Amazon.com Inc | $8.72M | 2.9% |
| Mastercard Inc. | $8.61M | 2.8% |
| Alphabet Inc. Class A | $7.29M | 2.4% |
| Packaging Corp of America | $7.21M | 2.4% |
| Atlanta Braves Holdings, Inc. | $6.48M | 2.1% |
| On Holdings | $5.09M | 1.7% |
| Vaneck Vectors Gold Miners ETF | $4.87M | 1.6% |
| Micron Technology Inc | $4.20M | 1.4% |
| Wesco International, Inc. | $3.77M | 1.2% |
| Ferguson Enterprises Inc. /DE | $3.45M | 1.1% |
| RTX Corp | $3.35M | 1.1% |
| Vaneck Junior Gold Miners | $3.32M | 1.1% |
| Cava Group, Inc. | $2.68M | 0.9% |
| Fairfax India Holdings Corpora | $2.38M | 0.8% |
| Spdr Gold Tr Gold Shs | $2.05M | 0.7% |
| L3HARRIS Technologies, Inc. /De | $1.86M | 0.6% |
| Novo-Nordisk A-S Adr | $1.55M | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.19M | -5K -4.04% | 111,037 9.32% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-805.5K | -2K -1.68% | 98,414 15.59% of portfolio | low |
| Q1 2026 as of | New | Slb LIMITED/NV Common stock | $349.5K | +7K | 6,800 0.12% of portfolio | low |
| Q1 2026 as of | Exit | Hologic Inc Common stock | $-342.7K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | Cava Group, Inc. Common stock | $339.8K | +4K +14.50% | 33,157 0.89% of portfolio | low |
| Q1 2026 as of | Trim | Teradyne, Inc Common stock | $-333.5K | -1K -19.31% | 4,700 0.46% of portfolio | low |
| Q1 2026 as of | New | Chewy, Inc. Common stock | $332.1K | +12K | 12,300 0.11% of portfolio | low |
| Q1 2026 as of | Add | 303897102 Common stock | $321.4K | +20K +15.63% | 147,730 0.79% of portfolio | low |
| Q1 2026 as of | New | ARS Pharmaceuticals, Inc. Common stock | $320.0K | +40K | 39,850 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 02079k305 Common stock | $-277.5K | -965 -3.67% | 25,365 2.41% of portfolio | low |