Institutional Fund
Norman Fields, Gottscho Capital Management, LLC
New York, NYCIK 13524495 filings on record
Portfolio Value
$302.49M
Q1 2026
Holdings
65
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.5%
from $310.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Costco Whsl Corp New18.8%
- Berkshire Hathaway Inc Del15.6%
- Apple Inc9.3%
- Visa Inc9.2%
- American Express Co3.4%
- Alphabet Inc3.2%
- Other40.4%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Costco Whsl Corp New | 57.2K | $56.98M | 18.8% | −13 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 98.4K | $47.16M | 15.6% | −1.7K | Reduced |
| 3 | Apple Inc | 111.0K | $28.18M | 9.3% | −4.7K | Reduced |
| 4 | Visa Inc | 92.6K | $27.98M | 9.2% | −88 | Reduced |
| 5 | American Express Co | 34.4K | $10.41M | 3.4% | +795 | Added |
| 6 | Alphabet Inc | 33.4K | $9.59M | 3.2% | 0 | Held |
| 7 | Liberty Media Corp Del | 109.1K | $9.27M | 3.1% | +723 | Added |
| 8 | Union Pac Corp | 38.2K | $9.26M | 3.1% | +375 | Added |
| 9 | Amazon Com Inc | 41.9K | $8.72M | 2.9% | +130 | Added |
| 10 | Mastercard Incorporated | 17.2K | $8.61M | 2.8% | −99 | Reduced |
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