Institutional Manager · CIK 0001352449
Norman Fields, Gottscho Capital Management, LLC
NEW YORK, NY · File #028-11600
Latest AUM
$310.3M
Positions
61
Top-10 Concentration
73.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202561 pos · $310.3M
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $312,873
- 13F HOLDINGS REPORTQ/E Jun 202564 pos · $302,220
- 13F HOLDINGS REPORTQ/E Mar 202558 pos · $297,166
- 13F HOLDINGS REPORTQ/E Dec 202458 pos · $303,922
- 13F HOLDINGS REPORTQ/E Sep 202461 pos · $302,135
- 13F HOLDINGS REPORTQ/E Jun 202457 pos · $285,820
- 13F HOLDINGS REPORTQ/E Mar 202458 pos · $268,361
- 13F HOLDINGS REPORTQ/E Dec 202363 pos · $230,427
- 13F HOLDINGS REPORTQ/E Sep 202362 pos · $237,794
- 13F HOLDINGS REPORTQ/E Jun 2023645 pos · $226,395
- 13F HOLDINGS REPORTQ/E Mar 202371 pos · $217,221
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway B | BRK-A | 100,095 | $50.3M | 16.38% |
| 2 | Costco Whsl Corp | COST | 57,198 | $49.3M | 16.05% |
| 3 | Visa Inc. Class A | V | 92,651 | $32.5M | 10.58% |
| 4 | Apple Inc. | AAPL | 115,715 | $31.5M | 10.24% |
| 5 | American Express Company | AXP | 33,635 | $12.4M | 4.05% |
| 6 | Liberty Media Corp - Formula O | FWONB | 108,329 | $10.7M | 3.47% |
| 7 | Alphabet Inc. Class C | GOOG | 33,419 | $10.5M | 3.41% |
| 8 | Mastercard Inc. | MA | 17,323 | $9.9M | 3.22% |
| 9 | Amazon.com Inc. | AMZN | 41,729 | $9.6M | 3.14% |
| 10 | Union Pacific Corp | UNP | 37,810 | $8.7M | 2.85% |
| 11 | Alphabet Inc. Class A | GOOG | 26,330 | $8.2M | 2.68% |
| 12 | On Holdings | H5919C104 | 154,890 | $7.2M | 2.34% |
| 13 | Packaging Corp of America | 695156109 | 34,302 | $7.1M | 2.30% |
| 14 | Atlanta Braves Holdings, Inc. | FWONB | 156,357 | $6.2M | 2.01% |
| 15 | Vaneck Vectors Gold Miners ETF | 57060u100 | 53,385 | $4.6M | 1.49% |
| 16 | Micron Technology Inc. | MU | 11,940 | $3.4M | 1.11% |
| 17 | Wesco International, Inc. | 95082p105 | 13,763 | $3.4M | 1.10% |
| 18 | Ferguson Enterprises Inc. | FERG | 14,773 | $3.3M | 1.07% |
| 19 | Vaneck Junior Gold Miners | 92189F791 | 28,266 | $3.2M | 1.05% |
| 20 | RTX Corp | RTX | 17,373 | $3.2M | 1.04% |