Norman Fields, Gottscho Capital Management, LLC — 13F Holdings & Portfolio
CIK 1352449 · latest 13F-HR filed 2026-04-02
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$302.5M
Long-equity book
Holdings
65
Distinct positions
Period
2026-03-31
Filed 2026-04-02
Q/Q Activity
+6 / −2 / ↑24 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Costco Whsl Corp$7.7M +15.5%
- Cava Group, Inc.$982.9K +57.8%
- Micron Technology Inc.$794.9K +23.3%
- Union Pacific Corp$518.2K +5.9%
- Wesco International, Inc.$398.9K +11.8%
Top Trims
- Visa Inc. Class A-$4.5M -13.9%
- Apple Inc.-$3.3M -10.4%
- Berkshire Hathaway B-$3.2M -6.3%
- On Holdings-$2.1M -29.4%
- American Express Company-$2.0M -16.3%
New Positions
- SLB Limited$349.5K
- Chewy, Inc.$332.1K
- ARS Pharmaceuticals Inc.$320.0K
- Duke Energy Corp$232.3K
- GE Vernova Inc.$204.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Costco Whsl Corp | COST | 22160K105 | $57.0M | 18.84% | 57,185 | SH |
| 2 | Berkshire Hathaway B | BRK.B | 084670702 | $47.2M | 15.59% | 98,414 | SH |
| 3 | Apple Inc. | AAPL | 037833100 | $28.2M | 9.32% | 111,037 | SH |
| 4 | Visa Inc. Class A | V | 92826C839 | $28.0M | 9.25% | 92,563 | SH |
| 5 | American Express Company | AXP | 025816109 | $10.4M | 3.44% | 34,430 | SH |
| 6 | Alphabet Inc. Class C | GOOG | 02079K107 | $9.6M | 3.17% | 33,419 | SH |
| 7 | Liberty Media Corp - Formula O | FWONA | 531229854 | $9.3M | 3.07% | 109,052 | SH |
| 8 | Union Pacific Corp | UNP | 907818108 | $9.3M | 3.06% | 38,185 | SH |
| 9 | Amazon.com Inc. | AMZN | 023135106 | $8.7M | 2.88% | 41,859 | SH |
| 10 | Mastercard Inc. | MA | 57636Q104 | $8.6M | 2.85% | 17,224 | SH |
| 11 | Alphabet Inc. Class A | GOOGL | 02079K305 | $7.3M | 2.41% | 25,365 | SH |
| 12 | Packaging Corp of America | PKG | 695156109 | $7.2M | 2.38% | 33,958 | SH |
| 13 | Atlanta Braves Holdings, Inc. | FWONA | 531229888 | $6.5M | 2.14% | 151,762 | SH |
| 14 | On Holdings | ONON | H5919C104 | $5.1M | 1.68% | 149,472 | SH |
| 15 | Vaneck Vectors Gold Miners ETF | — | 57060U100 | $4.9M | 1.61% | 53,050 | SH |
| 16 | Micron Technology Inc. | MU | 595112103 | $4.2M | 1.39% | 12,440 | SH |
| 17 | Wesco International, Inc. | WCC | 95082P105 | $3.8M | 1.24% | 13,763 | SH |
| 18 | Ferguson Enterprises Inc. | FERG | 31488V107 | $3.4M | 1.14% | 14,773 | SH |
| 19 | RTX Corp | RTX | 75513E101 | $3.4M | 1.11% | 17,373 | SH |
| 20 | Vaneck Junior Gold Miners | GDXJ | 92189F791 | $3.3M | 1.10% | 27,681 | SH |
| 21 | Cava Group, Inc. | CAVA | 148929102 | $2.7M | 0.89% | 33,157 | SH |
| 22 | Fairfax India Holdings Corpora | FFXXF | 303897102 | $2.4M | 0.79% | 147,730 | SH |
| 23 | Spdr Gold Tr Gold Shs | GLD | 78463V107 | $2.0M | 0.68% | 4,756 | SH |
| 24 | L3Harris Technologies Inc. | LHX | 502431109 | $1.9M | 0.61% | 5,380 | SH |
| 25 | Novo-Nordisk A-S Adr | NVO | 670100205 | $1.6M | 0.51% | 42,257 | SH |
| 26 | Starbucks Corp | SBUX | 855244109 | $1.5M | 0.50% | 16,921 | SH |
| 27 | Graham Holdings Co. Class B | GHC | 384637104 | $1.5M | 0.49% | 1,407 | SH |
| 28 | Teradyne Inc. | TER | 880770102 | $1.4M | 0.46% | 4,700 | SH |
| 29 | Lilly Eli & Company | LLY | 532457108 | $1.4M | 0.45% | 1,480 | SH |
| 30 | Deere & Co | DE | 244199105 | $1.3M | 0.44% | 2,350 | SH |
| 31 | Microsoft Corp | MSFT | 594918104 | $1.3M | 0.43% | 3,474 | SH |
| 32 | Agilent Technologies | A | 00846U101 | $1.3M | 0.41% | 11,005 | SH |
| 33 | Northrop Grumman Corp | NOC | 666807102 | $1.2M | 0.38% | 1,705 | SH |
| 34 | Chubb Corp | — | 171232101 | $1.1M | 0.38% | 3,497 | SH |
| 35 | D R Horton Inc. | DHI | 23331A109 | $1.0M | 0.34% | 7,575 | SH |
| 36 | Lockheed Martin Corp | LMT | 539830109 | $904.8K | 0.30% | 1,497 | SH |
| 37 | Norfolk Southern Corp | NSC | 655844108 | $904.0K | 0.30% | 3,150 | SH |
| 38 | Abbvie Inc. | ABBV | 00287Y109 | $777.1K | 0.26% | 3,573 | SH |
| 39 | Abbott Laboratories | ABT | 002824100 | $767.8K | 0.25% | 7,478 | SH |
| 40 | Johnson & Johnson | JNJ | 478160104 | $759.2K | 0.25% | 3,106 | SH |
| 41 | Airbus | EADSF | N0280G100 | $714.4K | 0.24% | 3,845 | SH |
| 42 | Amrize Ltd | AMRZ | H2927K103 | $618.5K | 0.20% | 11,040 | SH |
| 43 | McGrath RentCorp | MGRC | 580589109 | $612.1K | 0.20% | 5,550 | SH |
| 44 | Equifax Inc | EFX | 294429105 | $540.2K | 0.18% | 3,000 | SH |
| 45 | Kirby Corporation | KEX | 497266106 | $531.5K | 0.18% | 4,000 | SH |
| 46 | Nvidia Corp | NVDA | 67066G104 | $500.5K | 0.17% | 2,870 | SH |
| 47 | Markel Group Inc. | MKL | 570535104 | $478.5K | 0.16% | 250 | SH |
| 48 | Enterprise Prd Prtnrs LP | EPD | 293792107 | $472.6K | 0.16% | 12,490 | SH |
| 49 | Pool Corporation | POOL | 73278L105 | $441.3K | 0.15% | 2,181 | SH |
| 50 | U Haul Holding | UHAL.B | 023586506 | $412.5K | 0.14% | 9,235 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-02 | $302.5M | 65 | 0001352449-26-000002 |
| 2025-12-31 | 2026-01-07 | $310.3M | 61 | 0001352449-26-000001 |