§ 13F · FUND PROFILE
Norman Fields, Gottscho Capital Management, LLC.
AUM · $330M (13F)Positions · 64Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$235K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | COST | Costco Whsl Corp | 57K | $54M | 16.2% | ±0% |
| 2 | BRK/B | Berkshire Hathaway B | 96K | $48M | 14.6% | −2% |
| 3 | AAPL | Apple Inc. | 111K | $32M | 9.7% | ±0% |
| 4 | V | Visa Inc. Class A | 93K | $32M | 9.6% | ±0% |
| 5 | MU | Micron Technology Inc. | 12K | $14M | 4.2% | −3% |
| 6 | GOOGL | Alphabet Inc. Class C | 33K | $12M | 3.6% | ±0% |
| 7 | AXP | American Express Company | 34K | $12M | 3.5% | ±0% |
| 8 | UNP | Union Pacific Corp | 38K | $10M | 3.1% | ±0% |
| 9 | FWONKUSD | Liberty Media Corp - Formula O | 105K | $10M | 3.0% | −4% |
| 10 | AMZN | Amazon.com Inc. | 41K | $10M | 3.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORMAN SIGNAL
AC read
Norman Fields, Gottscho Capital Management, LLC is a Other fund managing $330 million in assets. The fund runs a portfolio of 64 positions.
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