13F HOLDINGS REPORT
Norman Fields, Gottscho Capital Management, LLC
Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0001352449-26-000001
Total Value
$310.3M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway B | BRK-A | 100,095 | $50.3M | 16.21% |
| 2 | Costco Whsl Corp | COST | 57,198 | $49.3M | 15.90% |
| 3 | Visa Inc. Class A | V | 92,651 | $32.5M | 10.47% |
| 4 | Apple Inc. | AAPL | 115,715 | $31.5M | 10.14% |
| 5 | American Express Company | AXP | 33,635 | $12.4M | 4.01% |
| 6 | Liberty Media Corp - Formula O | FWONB | 108,329 | $10.7M | 3.44% |
| 7 | Alphabet Inc. Class C | GOOG | 33,419 | $10.5M | 3.38% |
| 8 | Mastercard Inc. | MA | 17,323 | $9.9M | 3.19% |
| 9 | Amazon.com Inc. | AMZN | 41,729 | $9.6M | 3.10% |
| 10 | Union Pacific Corp | UNP | 37,810 | $8.7M | 2.82% |
| 11 | Alphabet Inc. Class A | GOOG | 26,330 | $8.2M | 2.66% |
| 12 | On Holdings | H5919C104 | 154,890 | $7.2M | 2.32% |
| 13 | Packaging Corp of America | 695156109 | 34,302 | $7.1M | 2.28% |
| 14 | Atlanta Braves Holdings, Inc. | FWONB | 156,357 | $6.2M | 1.99% |
| 15 | Vaneck Vectors Gold Miners ETF | 57060u100 | 53,385 | $4.6M | 1.48% |
| 16 | Micron Technology Inc. | MU | 11,940 | $3.4M | 1.10% |
| 17 | Wesco International, Inc. | 95082p105 | 13,763 | $3.4M | 1.09% |
| 18 | Ferguson Enterprises Inc. | FERG | 14,773 | $3.3M | 1.06% |
| 19 | Vaneck Junior Gold Miners | 92189F791 | 28,266 | $3.2M | 1.04% |
| 20 | RTX Corp | RTX | 17,373 | $3.2M | 1.03% |
| 21 | Fairfax India Holdings Corpora | 303897102 | 127,765 | $2.2M | 0.72% |
| 22 | Spdr Gold Tr Gold Shs | GLD | 4,876 | $1.9M | 0.62% |
| 23 | Novo-Nordisk A-S Adr | NONOF | 36,937 | $1.9M | 0.61% |
| 24 | Microsoft Corp | MSFT | 3,604 | $1.7M | 0.56% |
| 25 | Cava Group, Inc. | CAVA | 28,957 | $1.7M | 0.55% |
| 26 | Lilly Eli & Company | LLY | 1,480 | $1.6M | 0.51% |
| 27 | Graham Holdings Co. Class B | GHM | 1,409 | $1.5M | 0.50% |
| 28 | L3Harris Technologies Inc. | LHX | 5,180 | $1.5M | 0.49% |
| 29 | Starbucks Corp | SBUX | 17,521 | $1.5M | 0.48% |
| 30 | Agilent Technologies | A | 10,705 | $1.5M | 0.47% |
| 31 | Teradyne Inc. | TER | 5,825 | $1.1M | 0.36% |
| 32 | Deere & Co | DE | 2,350 | $1.1M | 0.35% |
| 33 | D R Horton Inc. | 23331a109 | 7,575 | $1.1M | 0.35% |
| 34 | Chubb Corp | CB | 3,387 | $1.1M | 0.34% |
| 35 | Northrop Grumman Corp | NOC | 1,705 | $972,208 | 0.31% |
| 36 | Abbott Laboratories | ABLZF | 7,478 | $936,919 | 0.30% |
| 37 | Norfolk Southern Corp | 655844108 | 3,150 | $909,468 | 0.29% |
| 38 | Airbus | AIIR | 3,845 | $895,992 | 0.29% |
| 39 | Abbvie Inc. | ABBV | 3,573 | $816,395 | 0.26% |
| 40 | Equifax Inc | EFX | 3,600 | $781,128 | 0.25% |
| 41 | Lockheed Martin Corp | LMT | 1,577 | $762,748 | 0.25% |
| 42 | Johnson & Johnson | JNJ | 3,106 | $642,787 | 0.21% |
| 43 | McGrath RentCorp | MGRC | 5,550 | $582,362 | 0.19% |
| 44 | Markel Group Inc. | MKL | 250 | $537,413 | 0.17% |
| 45 | Nvidia Corp | NVDA | 2,870 | $535,255 | 0.17% |
| 46 | Amrize Ltd | AMRZ | 9,740 | $526,739 | 0.17% |
| 47 | Kirby Corporation | KEX | 4,000 | $440,720 | 0.14% |
| 48 | U Haul Holding | UHAL-B | 9,030 | $422,062 | 0.14% |
| 49 | Airbnb, Inc. | ABNB | 3,045 | $413,267 | 0.13% |
| 50 | Pool Corporation | POOL | 1,786 | $408,548 | 0.13% |
| 51 | Omega Healthcare Inv | 681936100 | 9,000 | $399,060 | 0.13% |
| 52 | Lennar Corp Cl A | LEN-B | 3,607 | $370,800 | 0.12% |
| 53 | Enterprise Prd Prtnrs LP | 293792107 | 10,690 | $342,721 | 0.11% |
| 54 | Hologic Inc | HOLX | 4,600 | $342,654 | 0.11% |
| 55 | Xylem Inc. | XYL | 2,330 | $317,299 | 0.10% |
| 56 | Automatic Data Processing | ADP | 1,136 | $292,213 | 0.09% |
| 57 | General Electric Company | GE | 940 | $289,548 | 0.09% |
| 58 | Spectrum Brands Holdings Inc. | SPB | 4,353 | $257,175 | 0.08% |
| 59 | Chevron Corporation | CVX | 1,540 | $234,711 | 0.08% |
| 60 | Bank Of NY Mellon Co | 064058100 | 1,886 | $218,946 | 0.07% |
| 61 | G C I Liberty Inc. pending | 361esc049 | 12,350 | $0 | 0.00% |