Norman Fields, Gottscho Capital Management, LLC
Q3 2026 13F filing
Updated 14 days ago63 disclosed positions worth $328.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C Costco Whsl Corp | $52M | 57.2K | 15.83% | Trimmed(-0.1%) |
| 2 | B Berkshire Hathaway B | $46.5M | 93.4K | 14.15% | Trimmed(-3.1%) |
| 3 | A Apple Inc. | $37M | 111.0K | 11.25% | Unchanged |
| 4 | V Visa Inc. Class A | $33.2M | 92.5K | 10.11% | Trimmed(-0.0%) |
| 5 | M Micron Technology Inc. | $12.8M | 12.0K | 3.89% | Trimmed(-0.4%) |
| 6 | G Alphabet Inc. Class C | $11.4M | 33.4K | 3.46% | Unchanged |
| 7 | A American Express Company | $10.5M | 34.4K | 3.18% | Trimmed(-0.0%) |
| 8 | U Union Pacific Corp | $10.4M | 38.2K | 3.16% | Added(0.0%) |
| 9 | A Amazon.com Inc. | $10.2M | 41.1K | 3.12% | Trimmed(-0.0%) |
| 10 | F Liberty Media Corp - Formula O | $9.8M | 105.9K | 2.98% | Added(+0.9%) |
| 11 | M Mastercard Inc. | $9.5M | 17.2K | 2.89% | Unchanged |
| 12 | G Alphabet Inc. Class A | $8.7M | 25.2K | 2.63% | Trimmed(-0.8%) |
| 13 | B Atlanta Braves Holdings, Inc. | $8.1M | 153.5K | 2.47% | Added(+1.3%) |
| 14 | P Packaging Corp of America | $7.7M | 33.5K | 2.34% | Trimmed(-0.9%) |
| 15 | C Cava Group, Inc. | $5.5M | 102.0K | 1.68% | Added(+197.9%) |
| 16 | W Wesco International, Inc. | $4.9M | 13.7K | 1.49% | Unchanged |
| 17 | ? N/A Vaneck Vectors Gold Miners ETF | $4.9M | 55.4K | 1.48% | Added(+4.5%) |
| 18 | F Ferguson Enterprises Inc. | $3.3M | 14.6K | 0.99% | Added(+1.4%) |
| 19 | H Vaneck Junior Gold Miners | $3.2M | 28.2K | 0.98% | Added(+2.0%) |
| 20 | R RTX Corp | $3.2M | 17.0K | 0.96% | Unchanged |
| 21 | ? N/A Fairfax India Holdings Corpora | $2.4M | 134.5K | 0.73% | Trimmed(-9.6%) |
| 22 | T Teradyne Inc. | $1.9M | 4.7K | 0.57% | Unchanged |
| 23 | G Spdr Gold Tr Gold Shs | $1.8M | 4.8K | 0.55% | Unchanged |
| 24 | A Agilent Technologies | $1.8M | 10.3K | 0.54% | Trimmed(-2.9%) |
| 25 | L Lilly Eli & Company | $1.7M | 1.5K | 0.52% | Unchanged |
| 26 | G Graham Holdings Co. Class B | $1.6M | 1.4K | 0.49% | Unchanged |
| 27 | D Deere & Co | $1.6M | 2.4K | 0.48% | Unchanged |
| 28 | S Starbucks Corp | $1.5M | 15.9K | 0.45% | Trimmed(-0.5%) |
| 29 | N Novo-Nordisk A-S Adr | $1.4M | 37.1K | 0.43% | Trimmed(-12.1%) |
| 30 | M Microsoft Corp | $1.4M | 2.7K | 0.42% | Trimmed(-4.4%) |
| 31 | R SLB Limited | $1.3M | 26.5K | 0.39% | Added(+60.5%) |
| 32 | L L3Harris Technologies Inc. | $1.3M | 5.4K | 0.39% | Unchanged |
| 33 | C Chubb Corp | $1.1M | 3.4K | 0.34% | Trimmed(-0.3%) |
| 34 | D D R Horton Inc. | $1M | 7.6K | 0.31% | Unchanged |
| 35 | A Abbvie Inc. | $935K | 3.6K | 0.28% | Unchanged |
| 36 | N Norfolk Southern Corp | $878K | 2.8K | 0.27% | Trimmed(-5.3%) |
| 37 | ? N/A Airbus | $831K | 3.8K | 0.25% | Unchanged |
| 38 | J Johnson & Johnson | $822K | 3.1K | 0.25% | Unchanged |
| 39 | N Northrop Grumman Corp | $807K | 1.7K | 0.25% | Trimmed(-2.0%) |
| 40 | A Abbott Laboratories | $739K | 7.5K | 0.22% | Unchanged |
| 41 | L Lockheed Martin Corp | $704K | 1.4K | 0.21% | Trimmed(-2.1%) |
| 42 | L Lennar Corp Cl A | $668K | 8.2K | 0.20% | Added(+126.9%) |
| 43 | N Nvidia Corp | $655K | 2.9K | 0.20% | Unchanged |
| 44 | M McGrath RentCorp | $635K | 5.5K | 0.19% | Unchanged |
| 45 | K Kirby Corporation | $525K | 4.0K | 0.16% | Unchanged |
| 46 | X Xylem Inc. | $513K | 5.1K | 0.16% | Added(+16.0%) |
| 47 | U U Haul Holding | $488K | 9.2K | 0.15% | Unchanged |
| 48 | M Markel Group Inc. | $428K | 250 | 0.13% | Unchanged |
| 49 | A Amrize Ltd | $425K | 11.4K | 0.13% | Trimmed(-1.3%) |
| 50 | O Omega Healthcare Inv | $417K | 9.0K | 0.13% | Unchanged |