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 $330.1M across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COST ($53.5M, 16.21%), BRKB ($48.3M, 14.62%), AAPL ($32.1M, 9.73%), V ($31.7M, 9.62%), MU ($13.9M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COST | Costco Whsl Corp | $53.5M | 16.21% | 57,203 | Added |
| 2 | BRKB | Berkshire Hathaway B | $48.3M | 14.62% | 96,443 | Trimmed |
| 3 | AAPL | Apple Inc. | $32.1M | 9.73% | 111,037 | Hold |
| 4 | V | Visa Inc. Class A | $31.7M | 9.62% | 92,533 | Trimmed |
| 5 | MU | Micron Technology Inc. | $13.9M | 4.22% | 12,072 | Trimmed |
| 6 | GOOG | Alphabet Inc. Class C | $11.8M | 3.58% | 33,419 | Hold |
| 7 | AXP | American Express Company | $11.6M | 3.53% | 34,430 | Hold |
| 8 | UNP | Union Pacific Corp | $10.4M | 3.15% | 38,225 | Added |
| 9 | FWONK | Liberty Media Corp - Formula O | $10.0M | 3.02% | 104,902 | Trimmed |
| 10 | AMZN | Amazon.com Inc. | $9.8M | 2.97% | 41,129 | Trimmed |
| 11 | GOOGL | Alphabet Inc. Class A | $9.1M | 2.75% | 25,365 | Hold |
| 12 | MA | Mastercard Inc. | $8.8M | 2.68% | 17,224 | Hold |
| 13 | PKG | Packaging Corp of America | $8.1M | 2.44% | 33,808 | Trimmed |
| 14 | BATRK | Atlanta Braves Holdings, Inc. | $7.9M | 2.38% | 151,538 | Trimmed |
| 15 | ONON | On Holdings | $4.9M | 1.50% | 139,537 | Trimmed |
| 16 | WCC | Wesco International, Inc. | $4.7M | 1.43% | 13,663 | Trimmed |
| 17 | GDX | Vaneck Vectors Gold Miners ETF | $4.0M | 1.21% | 53,050 | Hold |
| 18 | FERG | Ferguson Enterprises Inc. | $3.4M | 1.04% | 14,423 | Trimmed |
| 19 | RTX | RTX Corp | $3.2M | 0.98% | 16,998 | Trimmed |
| 20 | FFXDF | Fairfax India Holdings Corpora | $2.7M | 0.82% | 148,730 | Added |
| 21 | GDXJ | Vaneck Junior Gold Miners | $2.7M | 0.82% | 27,681 | Hold |
| 22 | CAVA | Cava Group, Inc. | $2.7M | 0.81% | 34,237 | Added |
| 23 | TER | Teradyne Inc. | $2.3M | 0.69% | 4,700 | Hold |
| 24 | NVO | Novo-Nordisk A-S Adr | $2.0M | 0.61% | 42,255 | Trimmed |
| 25 | LLY | Lilly Eli & Company | $1.8M | 0.54% | 1,480 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30