Norman Fields, Gottscho Capital Management, LLC
Norman Fields, Gottscho Capital Management, LLC reported 63 holdings worth US$329M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 5, 2026
Norman Fields, Gottscho Capital Management, LLC reported 63 holdings worth US$329M as of Sep 30, 2026. Largest: Costco Wholesale Corporation, Berkshire Hathaway Inc. and Apple Inc. Filed Oct 5, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$329M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Costco Wholesale Corporation | 57,161 | US$52M | 15.8% |
| Berkshire Hathaway Inc. | 93,412 | US$46.5M | 14.1% |
| Apple Inc | 111K | US$37M | 11.2% |
| Visa Inc. | 92,517 | US$33.2M | 10.1% |
| Alphabet Inc (google) Class C | 58,574 | US$20M | 6.1% |
| Micron Technology, Inc. | 12,022 | US$12.8M | 3.9% |
| American Express Company | 34,415 | US$10.5M | 3.2% |
| Union Pacific Corporation | 38,226 | US$10.4M | 3.2% |
| Amazon.com, Inc. | 41,114 | US$10.2M | 3.1% |
| Mastercard Incorporated | 17,224 | US$9.5M | 2.9% |
| Packaging Corporation Of America | 33,504 | US$7.68M | 2.3% |
| Cava Group, Inc. | 102K | US$5.52M | 1.7% |
| Wesco International, Inc. | 13,663 | US$4.91M | 1.5% |
| Ferguson Enterprises Inc. | 14,628 | US$3.26M | 0.99% |
| Rtx Corporation | 16,998 | US$3.16M | 0.96% |
| Fairfax India Holdings Corp | 134K | US$2.4M | 0.73% |
| Teradyne, Inc. | 4,700 | US$1.88M | 0.57% |
| Agilent Technologies, Inc. | 10,319 | US$1.78M | 0.54% |
| Eli Lilly And Company | 1,480 | US$1.71M | 0.52% |
| Graham Holdings Company | 1,407 | US$1.6M | 0.49% |
| Deere & Company | 2,350 | US$1.58M | 0.48% |
| Starbucks Corporation | 15,861 | US$1.49M | 0.45% |
| Novo Nordisk A/s Class B | 37,125 | US$1.41M | 0.43% |
| Microsoft Corp. | 2,691 | US$1.38M | 0.42% |
| L3harris Technologies, Inc. | 5,380 | US$1.27M | 0.39% |
| D.r. Horton, Inc. | 7,575 | US$1.04M | 0.31% |
| Abbvie Inc. | 3,573 | US$935K | 0.28% |
| Norfolk Southern Corporation | 2,840 | US$878K | 0.27% |
| Johnson & Johnson | 3,106 | US$822K | 0.25% |
| Northrop Grumman Corporation | 1,670 | US$807K | 0.25% |
| Abbott Laboratories | 7,478 | US$739K | 0.22% |
| Lockheed Martin Corporation | 1,382 | US$704K | 0.21% |
| Lennar Corporation | 8,183 | US$668K | 0.20% |
| Nvidia Corporation | 2,870 | US$655K | 0.20% |
| Mcgrath Rentcorp | 5,550 | US$635K | 0.19% |
| Kirby Corporation | 4,000 | US$525K | 0.16% |
| Xylem Inc. | 5,070 | US$513K | 0.16% |
| U-haul Holding Company | 9,235 | US$488K | 0.15% |
| Markel Group Inc. | 250 | US$428K | 0.13% |
| Omega Healthcare Investors, Inc. | 9,000 | US$417K | 0.13% |
| Equifax, Inc. | 3,000 | US$412K | 0.13% |
| Enterprise Products Partners L.p. | 10,690 | US$381K | 0.12% |
| Chevron Corporation | 1,625 | US$332K | 0.10% |
| Spectrum Brands Holdings, Inc. | 4,056 | US$322K | 0.10% |
| Automatic Data Processing, Inc. | 1,136 | US$293K | 0.09% |
| Ars Pharmaceuticals, Inc. | 63,380 | US$273K | 0.08% |
| The Bank Of New York Mellon Corporation | 1,886 | US$273K | 0.08% |
| Duke Energy Corporation (holding Company) | 2,364 | US$270K | 0.08% |
| Ge Vernova Inc. | 234 | US$222K | 0.07% |
| Ecolab Inc. | 756 | US$208K | 0.06% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
Source
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