Norman Fields, Gottscho Capital Management, LLC 13F 持仓 · 2026年Q3
Norman Fields, Gottscho Capital Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 3.29 亿美元。前几大持仓：COST（15.83%）、BRKB（14.15%）、AAPL（11.25%）。本季前 25 大持仓中：增持 7 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | COST | Costco Whsl Corp | $52.0M | 15.83% | 57,161 | 减持 |
| 2 | BRKB | Berkshire Hathaway B | $46.5M | 14.15% | 93,412 | 减持 |
| 3 | AAPL | Apple Inc. | $37.0M | 11.25% | 111,037 | 持平 |
| 4 | V | Visa Inc. Class A | $33.2M | 10.11% | 92,517 | 减持 |
| 5 | MU | Micron Technology Inc. | $12.8M | 3.89% | 12,022 | 减持 |
| 6 | GOOG | Alphabet Inc. Class C | $11.4M | 3.46% | 33,419 | 持平 |
| 7 | AXP | American Express Company | $10.5M | 3.18% | 34,415 | 减持 |
| 8 | UNP | Union Pacific Corp | $10.4M | 3.16% | 38,226 | 增持 |
| 9 | AMZN | Amazon.com Inc. | $10.2M | 3.12% | 41,114 | 减持 |
| 10 | FWONK | Liberty Media Corp - Formula O | $9.8M | 2.98% | 105,879 | 增持 |
| 11 | MA | Mastercard Inc. | $9.5M | 2.89% | 17,224 | 持平 |
| 12 | GOOGL | Alphabet Inc. Class A | $8.7M | 2.63% | 25,155 | 减持 |
| 13 | BATRK | Atlanta Braves Holdings, Inc. | $8.1M | 2.47% | 153,508 | 增持 |
| 14 | PKG | Packaging Corp of America | $7.7M | 2.34% | 33,504 | 减持 |
| 15 | CAVA | Cava Group, Inc. | $5.5M | 1.68% | 102,000 | 增持 |
| 16 | WCC | Wesco International, Inc. | $4.9M | 1.49% | 13,663 | 持平 |
| 17 | GDX | Vaneck Vectors Gold Miners ETF | $4.9M | 1.48% | 55,414 | 增持 |
| 18 | FERG | Ferguson Enterprises Inc. | $3.3M | 0.99% | 14,628 | 增持 |
| 19 | GDXJ | Vaneck Junior Gold Miners | $3.2M | 0.98% | 28,245 | 增持 |
| 20 | RTX | RTX Corp | $3.2M | 0.96% | 16,998 | 持平 |
| 21 | FFXDF | Fairfax India Holdings Corpora | $2.4M | 0.73% | 134,480 | 减持 |
| 22 | TER | Teradyne Inc. | $1.9M | 0.57% | 4,700 | 持平 |
| 23 | GLD | Spdr Gold Tr Gold Shs | $1.8M | 0.55% | 4,756 | 持平 |
| 24 | A | Agilent Technologies | $1.8M | 0.54% | 10,319 | 减持 |
| 25 | LLY | Lilly Eli & Company | $1.7M | 0.52% | 1,480 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR