Norman Fields, Gottscho Capital Management,
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$302.5M
Q ending 2026-03-31
Prior quarter
$310.3M
Q ending 2025-12-31
Change
-2.5% QoQ · +101690.1% YoY
Positions
65
reported holdings
Largest positions
All 65 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Costco Whsl Corp | Shares | $57.0M | 57K | |
| Berkshire Hathaway B | BRK/B | Shares | $47.2M | 98K |
| Apple Inc. | AAPL | Shares | $28.2M | 111K |
| Visa Inc. Class A | Shares | $28.0M | 93K | |
| American Express Company | AXP | Shares | $10.4M | 34K |
| Alphabet Inc. Class C | Shares | $9.6M | 33K | |
| Liberty Media Corp - Formula O | FWONKUSD | Shares | $9.3M | 109K |
| Union Pacific Corp | UNP | Shares | $9.3M | 38K |
| Amazon.Com Inc. | AMZN | Shares | $8.7M | 42K |
| Mastercard Inc. | Shares | $8.6M | 17K | |
| Alphabet Inc. Class A | Shares | $7.3M | 25K | |
| Packaging Corp Of America | PKG | Shares | $7.2M | 34K |
| Atlanta Braves Holdings, Inc. | BATRKUSD | Shares | $6.5M | 152K |
| On Holdings | Shares | $5.1M | 149K | |
| Vaneck Vectors Gold Miners Etf | Shares | $4.9M | 53K | |
| Micron Technology Inc. | MU | Shares | $4.2M | 12K |
| Wesco International, Inc. | Shares | $3.8M | 14K | |
| Ferguson Enterprises Inc. | FERG | Shares | $3.4M | 15K |
| Rtx Corp | RTX | Shares | $3.4M | 17K |
| Vaneck Junior Gold Miners | GDXJ | Shares | $3.3M | 28K |
| Cava Group, Inc. | CAVA | Shares | $2.7M | 33K |
| Fairfax India Holdings Corpora | FFXDF | Shares | $2.4M | 148K |
| Spdr Gold Tr Gold Shs | Shares | $2.0M | 5K | |
| L3Harris Technologies Inc. | LHX | Shares | $1.9M | 5K |
| Novo-Nordisk A-S Adr | NVO | Shares | $1.6M | 42K |
| Starbucks Corp | SBUX | Shares | $1.5M | 17K |
| Graham Holdings Co. Class B | GHC | Shares | $1.5M | 1K |
| Teradyne Inc. | TER | Shares | $1.4M | 5K |
| Lilly Eli & Company | LLY | Shares | $1.4M | 1K |
| Deere & Co | DE | Shares | $1.3M | 2K |
| Microsoft Corp | MSFT | Shares | $1.3M | 3K |
| Agilent Technologies | Shares | $1.3M | 11K | |
| Northrop Grumman Corp | NOC | Shares | $1.2M | 2K |
| Chubb Corp | Shares | $1.1M | 3K | |
| D R Horton Inc. | Shares | $1.0M | 8K | |
| Lockheed Martin Corp | LMT | Shares | $905K | 1K |
| Norfolk Southern Corp | NSC | Shares | $904K | 3K |
| Abbvie Inc. | Shares | $777K | 4K | |
| Abbott Laboratories | ABT | Shares | $768K | 7K |
| Johnson & Johnson | JNJ | Shares | $759K | 3K |
| Airbus | Shares | $714K | 4K | |
| Amrize Ltd | Shares | $618K | 11K | |
| Mcgrath Rentcorp | MGRC | Shares | $612K | 6K |
| Equifax Inc | EFX | Shares | $540K | 3K |
| Kirby Corporation | KEX | Shares | $532K | 4K |
| Nvidia Corp | NVDA | Shares | $501K | 3K |
| Markel Group Inc. | MKL | Shares | $479K | 250 |
| Enterprise Prd Prtnrs Lp | EPD | Shares | $473K | 12K |
| Pool Corporation | POOL | Shares | $441K | 2K |
| U Haul Holding | UHAL/B | Shares | $413K | 9K |
| Omega Healthcare Inv | OHI | Shares | $394K | 9K |
| Airbnb, Inc. | ABNB | Shares | $378K | 3K |
| Chevron Corporation | CVX | Shares | $360K | 2K |
| Slb Limited | SLB | Shares | $349K | 7K |
| Chewy, Inc. | CHWY | Shares | $332K | 12K |
| Ars Pharmaceuticals Inc. | SPRY | Shares | $320K | 40K |
| Lennar Corp Cl A | LEN | Shares | $313K | 4K |
| Spectrum Brands Holdings Inc. | Shares | $303K | 4K | |
| Xylem Inc. | Shares | $278K | 2K | |
| General Electric Company | Shares | $267K | 940 | |
| Duke Energy Corp | Shares | $232K | 2K | |
| Automatic Data Processing | ADP | Shares | $231K | 1K |
| Bank Of Ny Mellon Co | BNY | Shares | $224K | 2K |
| Ge Vernova Inc. | GEV | Shares | $204K | 234 |
| Ecolab Inc | ECL | Shares | $201K | 756 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.