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The Analysis of Norman Fields, Gottscho Capital Management, LLC's Holdings & P&L

Currently, Norman Fields, Gottscho Capital Management, LLC holds 65 types of securities in its portfolio with a total value $302.5M. In the most recent quarter, they have increased their positions in SLB (+6.8K shares, valued at $349.5K), CAVA (+4.2K shares, valued at $339.8K), CHWY (+12.3K shares, valued at $332.1K); decreased their positions in AAPL (-4.7K shares, valued at $1.2M), N/A (-1.7K shares, valued at $805.5K), TER (-1.1K shares, valued at $333.5K); initiated new positions in SLB (+6.8K shares, valued at $349.5K), CHWY (+12.3K shares, valued at $332.1K), SPRY (+39.9K shares, valued at $320.0K).

1M P&L

+7.0M+5.22%

3M P&L

+6.4M+4.81%

HY P&L

+16.8M+13.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics28.2M

23.0%

2Entertainment15.8M

12.8%

3Credit Services10.4M

8.5%

Top Industries by Stock Count

1Aerospace & Defense5 stocks

10.9%

2Drug Manufacturers - General3 stocks

6.5%

3Internet Retail2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Costco Whsl Corp Costco Whsl Corp57.2K shares-0.02%2026-03-312026-04-02

Berkshire Hathaway B Berkshire Hathaway B98.4K shares-1.68%2026-03-312026-04-02

AAPL Apple Inc.111.0K shares-4.04%2026-03-312026-04-02

Visa Inc. Class A Visa Inc. Class A92.6K shares-0.09%2026-03-312026-04-02

AXP American Express Company34.4K shares2.36%2026-03-312026-04-02

Alphabet Inc. Class C Alphabet Inc. Class C33.4K shares0.00%2026-03-312026-04-02

FWONK Liberty Media Corp - Formula O109.1K shares0.67%2026-03-312026-04-02

UNP Union Pacific Corp38.2K shares0.99%2026-03-312026-04-02

Sponsored

AMZN Amazon.com Inc.41.9K shares0.31%2026-03-312026-04-02

Mastercard Inc. Mastercard Inc.17.2K shares-0.57%2026-03-312026-04-02

Alphabet Inc. Class A Alphabet Inc. Class A25.4K shares-3.67%2026-03-312026-04-02

PKG Packaging Corp of America34.0K shares-1.00%2026-03-312026-04-02

BATRK Atlanta Braves Holdings, Inc.151.8K shares-2.94%2026-03-312026-04-02

ONON On Holdings149.5K shares-3.50%2026-03-312026-04-02

Vaneck Vectors Gold Miners ETF Vaneck Vectors Gold Miners ETF53.0K shares-0.63%2026-03-312026-04-02

MU Micron Technology Inc.12.4K shares4.19%2026-03-312026-04-02

Sponsored

Wesco International, Inc. Wesco International, Inc.13.8K shares0.00%2026-03-312026-04-02

Ferguson Enterprises Inc. Ferguson Enterprises Inc.14.8K shares0.00%2026-03-312026-04-02

RTX RTX Corp17.4K shares0.00%2026-03-312026-04-02

GDXJ Vaneck Junior Gold Miners27.7K shares-2.07%2026-03-312026-04-02

CAVA Cava Group, Inc.33.2K shares14.50%2026-03-312026-04-02

Fairfax India Holdings Corpora Fairfax India Holdings Corpora147.7K shares15.63%2026-03-312026-04-02

Spdr Gold Tr Gold Shs Spdr Gold Tr Gold Shs4.8K shares-2.46%2026-03-312026-04-02

LHX L3Harris Technologies Inc.5.4K shares3.86%2026-03-312026-04-02

Sponsored

NVO Novo-Nordisk A-S Adr42.3K shares14.40%2026-03-312026-04-02

SBUX Starbucks Corp16.9K shares-3.42%2026-03-312026-04-02

GHC Graham Holdings Co. Class B1.4K shares-0.14%2026-03-312026-04-02

TER Teradyne Inc.4.7K shares-19.31%2026-03-312026-04-02

LLY Lilly Eli & Company1.5K shares0.00%2026-03-312026-04-02

DE Deere & Co2.4K shares0.00%2026-03-312026-04-02

MSFT Microsoft Corp3.5K shares-3.61%2026-03-312026-04-02

Agilent Technologies Agilent Technologies11.0K shares2.80%2026-03-312026-04-02

Sponsored

NOC Northrop Grumman Corp1.7K shares0.00%2026-03-312026-04-02

Chubb Corp Chubb Corp3.5K shares3.25%2026-03-312026-04-02

D R Horton Inc. D R Horton Inc.7.6K shares0.00%2026-03-312026-04-02

LMT Lockheed Martin Corp1.5K shares-5.07%2026-03-312026-04-02

NSC Norfolk Southern Corp3.1K shares0.00%2026-03-312026-04-02

Abbvie Inc. Abbvie Inc.3.6K shares0.00%2026-03-312026-04-02

ABT Abbott Laboratories7.5K shares0.00%2026-03-312026-04-02

JNJ Johnson & Johnson3.1K shares0.00%2026-03-312026-04-02

Sponsored

Airbus Airbus3.8K shares0.00%2026-03-312026-04-02

AMRZ Amrize Ltd11.0K shares13.35%2026-03-312026-04-02

MGRC McGrath RentCorp5.5K shares0.00%2026-03-312026-04-02

EFX Equifax Inc3.0K shares-16.67%2026-03-312026-04-02

KEX Kirby Corporation4.0K shares0.00%2026-03-312026-04-02

NVDA Nvidia Corp2.9K shares0.00%2026-03-312026-04-02

MKL Markel Group Inc.250 shares0.00%2026-03-312026-04-02

EPD Enterprise Prd Prtnrs LP12.5K shares16.84%2026-03-312026-04-02

Sponsored

POOL Pool Corporation2.2K shares22.12%2026-03-312026-04-02

UHAL.B U Haul Holding9.2K shares2.27%2026-03-312026-04-02

OHI Omega Healthcare Inv9.0K shares0.00%2026-03-312026-04-02

ABNB Airbnb, Inc.3.0K shares-1.64%2026-03-312026-04-02

CVX Chevron Corporation1.7K shares12.99%2026-03-312026-04-02

SLB SLB Limited6.8K sharesnew addition2026-03-312026-04-02

CHWY Chewy, Inc.12.3K sharesnew addition2026-03-312026-04-02

SPRY ARS Pharmaceuticals Inc.39.9K sharesnew addition2026-03-312026-04-02

Sponsored

LEN Lennar Corp Cl A3.6K shares0.00%2026-03-312026-04-02

Spectrum Brands Holdings Inc. Spectrum Brands Holdings Inc.4.1K shares-5.63%2026-03-312026-04-02

Xylem Inc. Xylem Inc.2.3K shares0.00%2026-03-312026-04-02

GE General Electric Company940 shares0.00%2026-03-312026-04-02

Duke Energy Corp Duke Energy Corp1.8K sharesnew addition2026-03-312026-04-02

ADP Automatic Data Processing1.1K shares0.00%2026-03-312026-04-02

BK Bank Of NY Mellon Co1.9K shares0.00%2026-03-312026-04-02

GEV GE Vernova Inc.234 sharesnew addition2026-03-312026-04-02

Sponsored

ECL Ecolab Inc756 sharesnew addition2026-03-312026-04-02

Costco Whsl Corp

-0.02%

Shares57.2K

Event2026-03-31

Filed2026-04-02

Berkshire Hathaway B

-1.68%

Shares98.4K

Event2026-03-31

Filed2026-04-02

AAPL

Apple Inc.

-4.04%

Shares111.0K

Event2026-03-31

Filed2026-04-02

Visa Inc. Class A

-0.09%

Shares92.6K

Event2026-03-31

Filed2026-04-02

AXP

American Express Company

2.36%

Shares34.4K

Event2026-03-31

Filed2026-04-02

Alphabet Inc. Class C

0.00%

Shares33.4K

Event2026-03-31

Filed2026-04-02

FWONK

Liberty Media Corp - Formula O

0.67%

Shares109.1K

Event2026-03-31

Filed2026-04-02

UNP

Union Pacific Corp

0.99%

Shares38.2K

Event2026-03-31

Filed2026-04-02

AMZN

Amazon.com Inc.

0.31%

Shares41.9K

Event2026-03-31

Filed2026-04-02

Mastercard Inc.

-0.57%

Shares17.2K

Event2026-03-31

Filed2026-04-02

Alphabet Inc. Class A

-3.67%

Shares25.4K

Event2026-03-31

Filed2026-04-02

PKG

Packaging Corp of America

-1.00%

Shares34.0K

Event2026-03-31

Filed2026-04-02

BATRK

Atlanta Braves Holdings, Inc.

-2.94%

Shares151.8K

Event2026-03-31

Filed2026-04-02

ONON

On Holdings

-3.50%

Shares149.5K

Event2026-03-31

Filed2026-04-02

Vaneck Vectors Gold Miners ETF

-0.63%

Shares53.0K

Event2026-03-31

Filed2026-04-02

Micron Technology Inc.

4.19%

Shares12.4K

Event2026-03-31

Filed2026-04-02

Wesco International, Inc.

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-02

Ferguson Enterprises Inc.

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-02

RTX

RTX Corp

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-02

GDXJ

Vaneck Junior Gold Miners

-2.07%

Shares27.7K

Event2026-03-31

Filed2026-04-02

CAVA

Cava Group, Inc.

14.50%

Shares33.2K

Event2026-03-31

Filed2026-04-02

Fairfax India Holdings Corpora

15.63%

Shares147.7K

Event2026-03-31

Filed2026-04-02

Spdr Gold Tr Gold Shs

-2.46%

Shares4.8K

Event2026-03-31

Filed2026-04-02

LHX

L3Harris Technologies Inc.

3.86%

Shares5.4K

Event2026-03-31

Filed2026-04-02

NVO

Novo-Nordisk A-S Adr

14.40%

Shares42.3K

Event2026-03-31

Filed2026-04-02

SBUX

Starbucks Corp

-3.42%

Shares16.9K

Event2026-03-31

Filed2026-04-02

GHC

Graham Holdings Co. Class B

-0.14%

Shares1.4K

Event2026-03-31

Filed2026-04-02

TER

Teradyne Inc.

-19.31%

Shares4.7K

Event2026-03-31

Filed2026-04-02

LLY

Lilly Eli & Company

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-02

Deere & Co

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-02

MSFT

Microsoft Corp

-3.61%

Shares3.5K

Event2026-03-31

Filed2026-04-02

Agilent Technologies

2.80%

Shares11.0K

Event2026-03-31

Filed2026-04-02

NOC

Northrop Grumman Corp

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-02

Chubb Corp

3.25%

Shares3.5K

Event2026-03-31

Filed2026-04-02

D R Horton Inc.

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-02

LMT

Lockheed Martin Corp

-5.07%

Shares1.5K

Event2026-03-31

Filed2026-04-02

NSC

Norfolk Southern Corp

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-02

Abbvie Inc.

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-02

ABT

Abbott Laboratories

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-02

JNJ

Johnson & Johnson

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-02

Airbus

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-02

AMRZ

Amrize Ltd

13.35%

Shares11.0K

Event2026-03-31

Filed2026-04-02

MGRC

McGrath RentCorp

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-02

EFX

Equifax Inc

-16.67%

Shares3.0K

Event2026-03-31

Filed2026-04-02

KEX

Kirby Corporation

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-02

NVDA

Nvidia Corp

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-02

MKL

Markel Group Inc.

0.00%

Shares250

Event2026-03-31

Filed2026-04-02

EPD

Enterprise Prd Prtnrs LP

16.84%

Shares12.5K

Event2026-03-31

Filed2026-04-02

POOL

Pool Corporation

22.12%

Shares2.2K

Event2026-03-31

Filed2026-04-02

UHAL.B

U Haul Holding

2.27%

Shares9.2K

Event2026-03-31

Filed2026-04-02

OHI

Omega Healthcare Inv

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-02

ABNB

Airbnb, Inc.

-1.64%

Shares3.0K

Event2026-03-31

Filed2026-04-02

CVX

Chevron Corporation

12.99%

Shares1.7K

Event2026-03-31

Filed2026-04-02

SLB

SLB Limited

New

Shares6.8K

Event2026-03-31

Filed2026-04-02

CHWY

Chewy, Inc.

New

Shares12.3K

Event2026-03-31

Filed2026-04-02

SPRY

ARS Pharmaceuticals Inc.

New

Shares39.9K

Event2026-03-31

Filed2026-04-02

LEN

Lennar Corp Cl A

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-02

Spectrum Brands Holdings Inc.

-5.63%

Shares4.1K

Event2026-03-31

Filed2026-04-02

Xylem Inc.

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-02

General Electric Company

0.00%

Shares940

Event2026-03-31

Filed2026-04-02

Duke Energy Corp

New

Shares1.8K

Event2026-03-31

Filed2026-04-02

ADP

Automatic Data Processing

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-02

Bank Of NY Mellon Co

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-02

GEV

GE Vernova Inc.

New

Shares234

Event2026-03-31

Filed2026-04-02

ECL

Ecolab Inc

New

Shares756

Event2026-03-31

Filed2026-04-02

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available