Norman Fields, Gottscho Capital Management, LLC
CIK: 0001352449SEC EDGAR →
Portfolio Value
$310K
Holdings
61
As of
Q4 2025
New Positions
4
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Visa Inc. Class A | 92,651 | $32.5M | 10471.99% |
| 2 | Apple Inc. | 115,715 | $31.5M | 10138.42% |
| 3 | American Express Company | 33,635 | $12.4M | 4010.18% |
| 4 | Liberty Media Corp - Formula O | 108,329 | $10.7M | 3439.10% |
| 5 | — Alphabet Inc. Class C | 33,419 | $10.5M | 3379.47% |
| 6 | Amazon.com Inc. | 41,729 | $9.6M | 3103.92% |
| 7 | Union Pacific Corp | 37,810 | $8.7M | 2818.70% |
| 8 | — Alphabet Inc. Class A | 26,330 | $8.2M | 2655.95% |
| 9 | On Holdings | 154,890 | $7.2M | 2320.13% |
| 10 | Packaging Corp of America | 34,302 | $7.1M | 2279.84% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $49.4M | 25.2% |
| Technology | 7 | $41.1M | 20.9% |
| Unknown | 9 | $33.3M | 17.0% |
| Consumer Cyclical | 7 | $27.9M | 14.2% |
| Industrials | 16 | $26.0M | 13.2% |
| Communication Services | 1 | $10.7M | 5.4% |
| Healthcare | 7 | $6.1M | 3.1% |
| Energy | 2 | $576K | 0.3% |
| Basic Materials | 1 | $526K | 0.3% |
| Real Estate | 1 | $399K | 0.2% |
| Consumer Defensive | 3 | $308K | 0.2% |