Norman Fields, Gottscho Capital Management, LLC

13F filer · CIK 0001352449

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$330MU.S. long equity reported on 13F

Positions581 new · 2 closed

Net flow last quarter-$2.44MBuys minus sells

Top 10 positions weight70.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202658 positions
COSTCostco Wholesale Corp	$53.5M	16.21%	0.01%	0.0%	Q1 2013
BRK.BBerkshire Hathaway Inc	$48.3M	14.62%	Not reported	-2.0%	Q2 2015
AAPLApple Inc.	$32.1M	9.73%	0.00%	Not reported	Q1 2013
VVisa Inc.	$31.7M	9.62%	0.00%	0.0%	Q1 2013
MUMicron Technology Inc	$13.9M	4.22%	0.00%	-3.0%	Q2 2022
GOOGAlphabet Inc.	$11.8M	3.58%	Not reported	Not reported	Q3 2015
AXPAmerican Express Co	$11.6M	3.53%	0.01%	Not reported	Q1 2013
UNPUnion Pacific Corp	$10.4M	3.15%	0.01%	+0.1%	Q3 2015
FWONKLiberty Media Corp	$9.98M	3.02%	Not reported	-3.8%	Q4 2019
AMZNAmazon Com Inc	$9.8M	2.97%	0.00%	-1.7%	Q2 2018
GOOGLAlphabet Inc.	$9.06M	2.75%	0.00%	Not reported	Q3 2015
MAMastercard Inc	$8.85M	2.68%	0.00%	Not reported	Q1 2013
PKGPackaging Corp of America	$8.06M	2.44%	0.04%	-0.4%	Q1 2019
ONONOn Holding AG	$4.94M	1.50%	0.05%	-6.7%	Q4 2023
WCCWesco International Inc	$4.72M	1.43%	0.03%	-0.7%	Q2 2025
FERGFerguson Enterprises Inc.	$3.42M	1.04%	0.01%	-2.4%	Q1 2025
RTXRTX Corp	$3.23M	0.98%	0.00%	-2.2%	Q2 2020
CAVACava Group, Inc.	$2.69M	0.81%	0.03%	+3.3%	Q4 2025
TERTeradyne, Inc	$2.27M	0.69%	0.00%	Not reported	Q4 2017
NVONovo Nordisk A S	$2.03M	0.61%	Not reported	0.0%	Q1 2013
LLYELI LILLY & Co	$1.78M	0.54%	0.00%	Not reported	Q3 2018
GLDSPDR Gold Trust	$1.75M	0.53%	0.00%	Not reported	Q1 2025
SBUXStarbucks Corp	$1.63M	0.49%	0.00%	-5.8%	Q1 2013
GHCGraham Holdings Co	$1.61M	0.49%	Not reported	Not reported	Q1 2020
LHXL3harris Technologies, Inc.	$1.56M	0.47%	0.00%	Not reported	Q3 2019
DEDeere & Co	$1.49M	0.45%	0.00%	Not reported	Q1 2013
AAgilent Technologies, Inc.	$1.41M	0.43%	0.00%	-3.4%	Q2 2020
DHIHorton D R Inc	$1.23M	0.37%	0.00%	Not reported	Q4 2018
CBChubb Ltd	$1.17M	0.35%	0.00%	-2.0%	Q1 2025
MSFTMicrosoft Corp	$1.05M	0.32%	0.00%	-19.0%	Q1 2018
NSCNorfolk Southern Corp	$944K	0.29%	0.00%	-4.8%	Q3 2013
ABBVAbbVie Inc.	$899K	0.27%	0.00%	Not reported	Q1 2013
NOCNorthrop Grumman Corp	$868K	0.26%	0.00%	Not reported	Q1 2021
JNJJohnson & Johnson	$789K	0.24%	0.00%	Not reported	Q1 2013
SLBSLB Limited	$766K	0.23%	0.00%	+142.4%	Q1 2013
LMTLockheed Martin Corp	$719K	0.22%	0.00%	-5.7%	Q1 2013
ABTAbbott Laboratories	$679K	0.21%	0.00%	Not reported	Q1 2013
MGRCMcgrath Rentcorp	$672K	0.20%	0.02%	Not reported	Q3 2016
AMRZAmrize Ltd	$614K	0.19%	0.00%	+4.3%	Q2 2025
NVDANvidia Corp	$574K	0.17%	0.00%	Not reported	Q2 2024
SPRYARS Pharmaceuticals, Inc.	$569K	0.17%	0.07%	+78.4%	Q1 2026
KEXKirby Corp	$544K	0.16%	0.01%	Not reported	Q1 2013
UHAL.BU-Haul Holding Co	$533K	0.16%	Not reported	Not reported	Q4 2022
XYLXylem Inc.	$517K	0.16%	0.00%	+87.6%	Q1 2013
MKLMarkel Group Inc.	$488K	0.15%	0.00%	Not reported	Q1 2018
EFXEquifax Inc	$476K	0.14%	0.00%	Not reported	Q1 2013
ABNBAirbnb, Inc.	$441K	0.13%	Not reported	+3.0%	Q3 2024
OHIOmega Healthcare Investors Inc	$429K	0.13%	0.00%	Not reported	Q1 2018
EPDEnterprise Products Partners L.P.	$393K	0.12%	0.00%	-14.4%	Q1 2013
SPBSpectrum Brands Holdings, Inc.	$352K	0.11%	0.02%	Not reported	Q3 2020

Q1 2026Reported Apr 2, 202659 positions
COSTCostco Wholesale Corp	$57M	18.84%	0.01%	0.0%	Q1 2013
BRK.BBerkshire Hathaway Inc	$47.2M	15.59%	Not reported	-1.7%	Q2 2015
AAPLApple Inc.	$28.2M	9.32%	0.00%	-4.0%	Q1 2013
VVisa Inc.	$28M	9.25%	0.00%	-0.1%	Q1 2013
AXPAmerican Express Co	$10.4M	3.44%	0.01%	+2.4%	Q1 2013
GOOGAlphabet Inc.	$9.59M	3.17%	Not reported	Not reported	Q3 2015
FWONKLiberty Media Corp	$9.27M	3.07%	Not reported	+0.7%	Q4 2019
UNPUnion Pacific Corp	$9.26M	3.06%	0.01%	+1.0%	Q3 2015
AMZNAmazon Com Inc	$8.72M	2.88%	0.00%	+0.3%	Q2 2018
MAMastercard Inc	$8.61M	2.85%	0.00%	-0.6%	Q1 2013
GOOGLAlphabet Inc.	$7.29M	2.41%	0.00%	-3.7%	Q3 2015
PKGPackaging Corp of America	$7.21M	2.38%	0.00%	-1.0%	Q1 2019
ONONOn Holding AG	$5.09M	1.68%	0.05%	-3.5%	Q4 2023
MUMicron Technology Inc	$4.2M	1.39%	0.00%	+4.2%	Q2 2022
WCCWesco International Inc	$3.77M	1.24%	0.03%	Not reported	Q2 2025
FERGFerguson Enterprises Inc.	$3.45M	1.14%	0.01%	Not reported	Q1 2025
RTXRTX Corp	$3.35M	1.11%	0.00%	Not reported	Q2 2020
CAVACava Group, Inc.	$2.68M	0.89%	0.03%	+14.5%	Q4 2025
GLDSPDR Gold Trust	$2.05M	0.68%	0.00%	-2.5%	Q1 2025
LHXL3harris Technologies, Inc.	$1.86M	0.61%	0.00%	+3.9%	Q3 2019
NVONovo Nordisk A S	$1.55M	0.51%	Not reported	+14.4%	Q1 2013
SBUXStarbucks Corp	$1.52M	0.50%	0.00%	-3.4%	Q1 2013
GHCGraham Holdings Co	$1.49M	0.49%	Not reported	-0.1%	Q1 2020
TERTeradyne, Inc	$1.39M	0.46%	0.00%	-19.3%	Q4 2017
LLYELI LILLY & Co	$1.36M	0.45%	0.00%	Not reported	Q3 2018
DEDeere & Co	$1.32M	0.44%	0.00%	Not reported	Q1 2013
MSFTMicrosoft Corp	$1.29M	0.43%	0.00%	-3.6%	Q1 2018
AAgilent Technologies, Inc.	$1.25M	0.41%	0.00%	+2.8%	Q2 2020
NOCNorthrop Grumman Corp	$1.16M	0.38%	0.00%	Not reported	Q1 2021
CBChubb Ltd	$1.14M	0.38%	0.00%	+3.3%	Q1 2025
DHIHorton D R Inc	$1.04M	0.34%	0.00%	Not reported	Q4 2018
LMTLockheed Martin Corp	$905K	0.30%	0.00%	-5.1%	Q1 2013
NSCNorfolk Southern Corp	$904K	0.30%	0.00%	Not reported	Q3 2013
ABBVAbbVie Inc.	$777K	0.26%	0.00%	Not reported	Q1 2013
ABTAbbott Laboratories	$768K	0.25%	0.00%	Not reported	Q1 2013
JNJJohnson & Johnson	$759K	0.25%	0.00%	Not reported	Q1 2013
AMRZAmrize Ltd	$618K	0.20%	0.00%	+13.4%	Q2 2025
MGRCMcgrath Rentcorp	$612K	0.20%	0.02%	Not reported	Q3 2016
EFXEquifax Inc	$540K	0.18%	0.00%	-16.7%	Q1 2013
KEXKirby Corp	$532K	0.18%	0.01%	Not reported	Q1 2013
NVDANvidia Corp	$501K	0.17%	0.00%	Not reported	Q2 2024
MKLMarkel Group Inc.	$479K	0.16%	0.00%	Not reported	Q1 2018
EPDEnterprise Products Partners L.P.	$473K	0.16%	0.00%	+16.8%	Q1 2013
POOLPool Corp	$441K	0.15%	0.01%	+22.1%	Q3 2025
UHAL.BU-Haul Holding Co	$413K	0.14%	Not reported	+2.3%	Q4 2022
OHIOmega Healthcare Investors Inc	$394K	0.13%	0.00%	Not reported	Q1 2018
ABNBAirbnb, Inc.	$378K	0.13%	Not reported	-1.6%	Q3 2024
CVXChevron Corp	$360K	0.12%	0.00%	+13.0%	Q1 2013
SLBSLB Limited	$349K	0.12%	0.00%	Not reported	Q1 2013
CHWYChewy, Inc.	$332K	0.11%	12300.00%	New	Q1 2026

Q4 2025Reported Jan 7, 202654 positions
BRK.BBerkshire Hathaway Inc	$50.3M	16.21%	Not reported	-6.1%	Q2 2015
COSTCostco Wholesale Corp	$49.3M	15.90%	0.01%	-1.2%	Q1 2013
VVisa Inc.	$32.5M	10.47%	0.00%	-2.4%	Q1 2013
AAPLApple Inc.	$31.5M	10.14%	0.00%	-3.7%	Q1 2013
AXPAmerican Express Co	$12.4M	4.01%	0.00%	-3.9%	Q1 2013
FWONKLiberty Media Corp	$10.7M	3.44%	Not reported	-1.9%	Q4 2019
GOOGAlphabet Inc.	$10.5M	3.38%	Not reported	Not reported	Q3 2015
MAMastercard Inc	$9.89M	3.19%	0.00%	Not reported	Q1 2013
AMZNAmazon Com Inc	$9.63M	3.10%	0.00%	-0.2%	Q2 2018
UNPUnion Pacific Corp	$8.75M	2.82%	0.01%	+5.2%	Q3 2015
GOOGLAlphabet Inc.	$8.24M	2.66%	0.00%	-3.4%	Q3 2015
ONONOn Holding AG	$7.2M	2.32%	0.05%	-8.5%	Q4 2023
PKGPackaging Corp of America	$7.07M	2.28%	0.04%	-2.8%	Q1 2019
MUMicron Technology Inc	$3.41M	1.10%	0.00%	-4.6%	Q2 2022
WCCWesco International Inc	$3.37M	1.09%	0.03%	-0.2%	Q2 2025
FERGFerguson Enterprises Inc.	$3.29M	1.06%	0.01%	-1.3%	Q1 2025
RTXRTX Corp	$3.19M	1.03%	0.00%	-7.7%	Q2 2020
GLDSPDR Gold Trust	$1.93M	0.62%	0.00%	-0.2%	Q1 2025
NVONovo Nordisk A S	$1.88M	0.61%	Not reported	-18.2%	Q1 2013
MSFTMicrosoft Corp	$1.74M	0.56%	0.00%	Not reported	Q1 2018
CAVACava Group, Inc.	$1.7M	0.55%	0.02%	New	Q4 2025
LLYELI LILLY & Co	$1.59M	0.51%	0.00%	Not reported	Q3 2018
GHCGraham Holdings Co	$1.55M	0.50%	Not reported	-12.2%	Q1 2020
LHXL3harris Technologies, Inc.	$1.52M	0.49%	0.00%	-3.7%	Q3 2019
SBUXStarbucks Corp	$1.48M	0.48%	0.00%	-12.6%	Q1 2013
AAgilent Technologies, Inc.	$1.46M	0.47%	0.00%	-8.8%	Q2 2020
TERTeradyne, Inc	$1.13M	0.36%	0.00%	Not reported	Q4 2017
DEDeere & Co	$1.09M	0.35%	0.00%	Not reported	Q1 2013
DHIHorton D R Inc	$1.09M	0.35%	0.00%	Not reported	Q4 2018
CBChubb Ltd	$1.06M	0.34%	0.00%	-1.9%	Q1 2025
NOCNorthrop Grumman Corp	$972K	0.31%	0.00%	-26.2%	Q1 2021
ABTAbbott Laboratories	$937K	0.30%	0.00%	Not reported	Q1 2013
NSCNorfolk Southern Corp	$909K	0.29%	0.00%	-3.5%	Q3 2013
ABBVAbbVie Inc.	$816K	0.26%	0.00%	-0.9%	Q1 2013
EFXEquifax Inc	$781K	0.25%	0.00%	Not reported	Q1 2013
LMTLockheed Martin Corp	$763K	0.25%	0.00%	-5.7%	Q1 2013
JNJJohnson & Johnson	$643K	0.21%	0.00%	Not reported	Q1 2013
MGRCMcgrath Rentcorp	$582K	0.19%	0.02%	Not reported	Q3 2016
MKLMarkel Group Inc.	$537K	0.17%	0.00%	Not reported	Q1 2018
NVDANvidia Corp	$535K	0.17%	0.00%	Not reported	Q2 2024
AMRZAmrize Ltd	$527K	0.17%	0.00%	-4.1%	Q2 2025
KEXKirby Corp	$441K	0.14%	0.01%	Not reported	Q1 2013
UHAL.BU-Haul Holding Co	$422K	0.14%	Not reported	-18.2%	Q4 2022
ABNBAirbnb, Inc.	$413K	0.13%	Not reported	-1.6%	Q3 2024
POOLPool Corp	$409K	0.13%	0.00%	+28.0%	Q3 2025
OHIOmega Healthcare Investors Inc	$399K	0.13%	0.00%	Not reported	Q1 2018
LENLennar Corp	$371K	0.12%	Not reported	Not reported	Q1 2016
EPDEnterprise Products Partners L.P.	$343K	0.11%	0.00%	-14.4%	Q1 2013
HOLXHologic Inc	$343K	0.11%	0.00%	Not reported	Q1 2013
XYLXylem Inc.	$317K	0.10%	0.00%	Not reported	Q1 2013

Q3 2025Reported Oct 9, 202557 positions
COSTCostco Wholesale Corp	$53.6M	17.13%	0.01%	-0.5%	Q1 2013
BRK.BBerkshire Hathaway Inc	$53.6M	17.12%	Not reported	-0.6%	Q2 2015
VVisa Inc.	$32.4M	10.36%	0.01%	0.0%	Q1 2013
AAPLApple Inc.	$30.6M	9.78%	0.00%	-1.4%	Q1 2013
AXPAmerican Express Co	$11.6M	3.72%	0.01%	-0.6%	Q1 2013
FWONKLiberty Media Corp	$11.5M	3.69%	Not reported	+0.3%	Q4 2019
MAMastercard Inc	$9.85M	3.15%	0.00%	-0.1%	Q1 2013
AMZNAmazon Com Inc	$9.19M	2.94%	0.00%	-0.2%	Q2 2018
UNPUnion Pacific Corp	$8.49M	2.71%	0.01%	-0.5%	Q3 2015
GOOGAlphabet Inc.	$8.14M	2.60%	Not reported	Not reported	Q3 2015
PKGPackaging Corp of America	$7.69M	2.46%	0.04%	-0.3%	Q1 2019
ONONOn Holding AG	$7.17M	2.29%	0.06%	-4.1%	Q4 2023
GOOGLAlphabet Inc.	$6.63M	2.12%	0.00%	Not reported	Q3 2015
FERGFerguson Enterprises Inc.	$3.36M	1.07%	0.01%	+0.9%	Q1 2025
RTXRTX Corp	$3.15M	1.01%	0.00%	+0.2%	Q2 2020
WCCWesco International Inc	$2.92M	0.93%	0.03%	+112.7%	Q2 2025
NVONovo Nordisk A S	$2.51M	0.80%	Not reported	+2.7%	Q1 2013
MUMicron Technology Inc	$2.1M	0.67%	0.00%	Not reported	Q2 2022
GHCGraham Holdings Co	$1.89M	0.60%	Not reported	-13.3%	Q1 2020
MSFTMicrosoft Corp	$1.87M	0.60%	0.00%	-1.8%	Q1 2018
GLDSPDR Gold Trust	$1.74M	0.56%	0.00%	+3.9%	Q1 2025
SBUXStarbucks Corp	$1.7M	0.54%	0.00%	-1.3%	Q1 2013
LHXL3harris Technologies, Inc.	$1.64M	0.53%	0.00%	Not reported	Q3 2019
AAgilent Technologies, Inc.	$1.51M	0.48%	0.00%	-28.2%	Q2 2020
NOCNorthrop Grumman Corp	$1.41M	0.45%	0.00%	-4.2%	Q1 2021
DHIHorton D R Inc	$1.28M	0.41%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$1.13M	0.36%	0.00%	Not reported	Q3 2018
DEDeere & Co	$1.08M	0.34%	0.00%	Not reported	Q1 2013
ABTAbbott Laboratories	$1M	0.32%	0.00%	Not reported	Q1 2013
NSCNorfolk Southern Corp	$981K	0.31%	0.00%	Not reported	Q3 2013
CBChubb Ltd	$975K	0.31%	0.00%	-21.8%	Q1 2025
EFXEquifax Inc	$924K	0.30%	0.00%	Not reported	Q1 2013
ABBVAbbVie Inc.	$835K	0.27%	0.00%	Not reported	Q1 2013
LMTLockheed Martin Corp	$835K	0.27%	0.00%	-18.4%	Q1 2013
TERTeradyne, Inc	$802K	0.26%	0.00%	Not reported	Q4 2017
CCCCCC Intelligent Solutions Holdings Inc.	$673K	0.22%	0.01%	Not reported	Q3 2024
MGRCMcgrath Rentcorp	$651K	0.21%	0.02%	Not reported	Q3 2016
JNJJohnson & Johnson	$576K	0.18%	0.00%	-30.8%	Q1 2013
UHAL.BU-Haul Holding Co	$562K	0.18%	Not reported	-9.3%	Q4 2022
NVDANvidia Corp	$535K	0.17%	0.00%	Not reported	Q2 2024
AMRZAmrize Ltd	$493K	0.16%	0.00%	+24.8%	Q2 2025
MKLMarkel Group Inc.	$478K	0.15%	0.00%	Not reported	Q1 2018
LENLennar Corp	$455K	0.15%	Not reported	Not reported	Q1 2016
POOLPool Corp	$433K	0.14%	0.00%	New	Q3 2025
EPDEnterprise Products Partners L.P.	$391K	0.12%	0.00%	Not reported	Q1 2013
OHIOmega Healthcare Investors Inc	$380K	0.12%	0.00%	Not reported	Q1 2018
ABNBAirbnb, Inc.	$376K	0.12%	Not reported	+17.0%	Q3 2024
XYLXylem Inc.	$344K	0.11%	0.00%	Not reported	Q1 2013
KEXKirby Corp	$334K	0.11%	0.01%	Not reported	Q1 2013
ADPAutomatic Data Processing Inc	$333K	0.11%	0.00%	Not reported	Q1 2013

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