Activity — Norman Fields, Gottscho Capital Management, LLC
16 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Add | 303897102 Common stock | $321.4K | +20K +15.63% | 147,730 0.79% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $240.5K | +795 +2.36% | 34,430 3.44% of portfolio | low |
| Q1 2026 as of | Add | 670100205 Common stock | $195.5K | +5K +14.40% | 42,257 0.51% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $168.9K | +500 +4.19% | 12,440 1.39% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $91.0K | +375 +0.99% | 38,185 3.06% of portfolio | low |
| Q1 2026 as of | Add | Pool Corp Common stock | $79.9K | +395 +22.12% | 2,181 0.15% of portfolio | low |
| Q1 2026 as of | Add | Amrize Ltd Common stock | $72.8K | +1K +13.35% | 11,040 0.20% of portfolio | low |
| Q1 2026 as of | Add | L3HARRIS Technologies, Inc. /De Common stock | $69.0K | +200 +3.86% | 5,380 0.61% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $68.1K | +2K +16.84% | 12,490 0.16% of portfolio | low |
| Q1 2026 as of | Add | 531229854 Common stock | $61.5K | +723 +0.67% | 109,052 3.07% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $41.4K | +200 +12.99% | 1,740 0.12% of portfolio | low |
| Q1 2026 as of | Add | 171232101 Common stock | $35.9K | +110 +3.25% | 3,497 0.38% of portfolio | low |
| Q1 2026 as of | Add | 00846u101 Common stock | $34.2K | +300 +2.80% | 11,005 0.41% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $27.1K | +130 +0.31% | 41,859 2.88% of portfolio | low |
| Q1 2026 as of | Add | U-Haul Holding Co Common stock | $9.2K | +205 +2.27% | 9,235 0.14% of portfolio | low |