Norman Fields, Gottscho Capital Management, LLC
CIK: 1352449SEC EDGAR →
Portfolio Value
$37.6B
Holdings
65
As of
Q1 2026
New Positions
65
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Liberty Media Corp - Formula O | 109,052 | $9.3B | 24.65% |
| 2 | Atlanta Braves Holdings, Inc. | 151,762 | $6.5B | 17.23% |
| 3 | On Holdings | 149,472 | $5.1B | 13.52% |
| 4 | Vaneck Vectors Gold Miners ETF | 53,050 | $4.9B | 12.94% |
| 5 | Cava Group, Inc. | 33,157 | $2.7B | 7.13% |
| 6 | Fairfax India Holdings Corpora | 147,730 | $2.4B | 6.32% |
| 7 | Novo-Nordisk A-S Adr | 42,257 | $1.6B | 4.13% |
| 8 | Starbucks Corp | 16,921 | $1.5B | 4.03% |
| 9 | Amrize Ltd | 11,040 | $618.5M | 1.64% |
| 10 | Enterprise Prd Prtnrs LP | 12,490 | $472.6M | 1.26% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 8 | $14.2B | 37.8% |
| Consumer Cyclical | 8 | $9.9B | 26.4% |
| Communication Services | 1 | $9.3B | 24.6% |
| Healthcare | 7 | $1.9B | 5.0% |
| Energy | 3 | $822.4M | 2.2% |
| Basic Materials | 2 | $618.7M | 1.6% |
| Real Estate | 1 | $394.4M | 1.0% |
| Consumer Defensive | 3 | $361.2M | 1.0% |
| Financial Services | 7 | $52.2M | 0.1% |
| Technology | 7 | $38.3M | 0.1% |
| Industrials | 16 | $28.9M | 0.1% |
| Utilities | 2 | $437K | 0.0% |