Norman Fields, Gottscho Capital Management, LLC
CIK: 1352449SEC EDGAR →
Portfolio Value
$42.1B
Holdings
64
As of
Q2 2026
New Positions
0
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Liberty Media Corp - Formula O | 104,902 | $10.0B | 23.70% |
| 2 | Atlanta Braves Holdings, Inc. | 151,538 | $7.9B | 18.67% |
| 3 | On Holdings | 139,537 | $4.9B | 11.73% |
| 4 | Vaneck Vectors Gold Miners ETF | 53,050 | $4.0B | 9.50% |
| 5 | Vaneck Junior Gold Miners | 27,681 | $2.7B | 6.46% |
| 6 | Fairfax India Holdings Corpora | 148,730 | $2.7B | 6.44% |
| 7 | Cava Group, Inc. | 34,237 | $2.7B | 6.38% |
| 8 | Novo-Nordisk A-S Adr | 42,255 | $2.0B | 4.81% |
| 9 | SLB Limited | 16,485 | $766.4M | 1.82% |
| 10 | Abbott Laboratories | 7,478 | $678.6M | 1.61% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 9 | $15.4B | 36.6% |
| Communication Services | 1 | $10.0B | 23.7% |
| Consumer Cyclical | 7 | $8.0B | 18.9% |
| Healthcare | 7 | $3.3B | 7.8% |
| Financial Services | 7 | $2.8B | 6.6% |
| Energy | 3 | $1.2B | 2.8% |
| Basic Materials | 2 | $614.0M | 1.5% |
| Real Estate | 1 | $429.1M | 1.0% |
| Consumer Defensive | 3 | $407.4M | 1.0% |
| Technology | 8 | $52.8M | 0.1% |
| Industrials | 14 | $29.9M | 0.1% |
| Utilities | 2 | $588K | 0.0% |