Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Norman Fields, Gottscho Capital Management, LLC (CIK 1352449) reported $302.5M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COST ($57.0M, 18.84%), BRK/B ($47.2M, 15.59%), AAPL ($28.2M, 9.32%), V ($28.0M, 9.25%), AXP ($10.4M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COST | Costco Whsl Corp | $57.0M | 18.84% | 57,185 | Trimmed |
| 2 | BRK/B | Berkshire Hathaway B | $47.2M | 15.59% | 98,414 | Trimmed |
| 3 | AAPL | Apple Inc. | $28.2M | 9.32% | 111,037 | Trimmed |
| 4 | V | Visa Inc. Class A | $28.0M | 9.25% | 92,563 | Trimmed |
| 5 | AXP | American Express Company | $10.4M | 3.44% | 34,430 | Added |
| 6 | GOOG | Alphabet Inc. Class C | $9.6M | 3.17% | 33,419 | Hold |
| 7 | FWONK | Liberty Media Corp - Formula O | $9.3M | 3.07% | 109,052 | Added |
| 8 | UNP | Union Pacific Corp | $9.3M | 3.06% | 38,185 | Added |
| 9 | AMZN | Amazon.com Inc. | $8.7M | 2.88% | 41,859 | Added |
| 10 | MA | Mastercard Inc. | $8.6M | 2.85% | 17,224 | Trimmed |
| 11 | GOOGL | Alphabet Inc. Class A | $7.3M | 2.41% | 25,365 | Trimmed |
| 12 | PKG | Packaging Corp of America | $7.2M | 2.38% | 33,958 | Trimmed |
| 13 | BATRK | Atlanta Braves Holdings, Inc. | $6.5M | 2.14% | 151,762 | Trimmed |
| 14 | ONON | On Holdings | $5.1M | 1.68% | 149,472 | Trimmed |
| 15 | GDX | Vaneck Vectors Gold Miners ETF | $4.9M | 1.61% | 53,050 | Trimmed |
| 16 | MU | Micron Technology Inc. | $4.2M | 1.39% | 12,440 | Added |
| 17 | WCC | Wesco International, Inc. | $3.8M | 1.24% | 13,763 | Hold |
| 18 | FERG | Ferguson Enterprises Inc. | $3.4M | 1.14% | 14,773 | Hold |
| 19 | RTX | RTX Corp | $3.4M | 1.11% | 17,373 | Hold |
| 20 | GDXJ | Vaneck Junior Gold Miners | $3.3M | 1.10% | 27,681 | Trimmed |
| 21 | CAVA | Cava Group, Inc. | $2.7M | 0.89% | 33,157 | Added |
| 22 | FFXDF | Fairfax India Holdings Corpora | $2.4M | 0.79% | 147,730 | Added |
| 23 | GLD | Spdr Gold Tr Gold Shs | $2.0M | 0.68% | 4,756 | Trimmed |
| 24 | LHX | L3Harris Technologies Inc. | $1.9M | 0.61% | 5,380 | Added |
| 25 | NVO | Novo-Nordisk A-S Adr | $1.6M | 0.51% | 42,257 | Added |
Source: SEC Form 13F filings · as of 2026-03-31