Norman Fields, Gottscho Capital Management, LLC
CIK: 1352449SEC EDGAR →
Portfolio Value
$39.1B
Holdings
63
As of
Q3 2026
New Positions
1
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Liberty Media Corp - Formula O | 105,879 | $9.8B | 25.01% |
| 2 | Atlanta Braves Holdings, Inc. | 153,508 | $8.1B | 20.77% |
| 3 | Cava Group, Inc. | 102,000 | $5.5B | 14.11% |
| 4 | Vaneck Vectors Gold Miners ETF | 55,414 | $4.9B | 12.44% |
| 5 | Fairfax India Holdings Corpora | 134,480 | $2.4B | 6.15% |
| 6 | Starbucks Corp | 15,861 | $1.5B | 3.81% |
| 7 | Novo-Nordisk A-S Adr | 37,125 | $1.4B | 3.60% |
| 8 | SLB Limited | 26,461 | $1.3B | 3.30% |
| 9 | Abbott Laboratories | 7,478 | $739.1M | 1.89% |
| 10 | Lennar Corp Cl A | 8,183 | $667.7M | 1.71% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 9 | $16.2B | 41.4% |
| Communication Services | 1 | $9.8B | 25.0% |
| Consumer Cyclical | 5 | $7.7B | 19.7% |
| Healthcare | 7 | $2.4B | 6.2% |
| Energy | 3 | $1.7B | 4.3% |
| Basic Materials | 2 | $425.3M | 1.1% |
| Real Estate | 1 | $416.8M | 1.1% |
| Consumer Defensive | 2 | $374.5M | 1.0% |
| Financial Services | 8 | $58.5M | 0.1% |
| Technology | 8 | $56.6M | 0.1% |
| Industrials | 16 | $31.2M | 0.1% |
| Utilities | 1 | $270K | 0.0% |