Norman Fields, Gottscho Capital Management, LLC holds a focused book of 64 stocks worth $330.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Canadian Pacific Kansas City and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Costco Wholesale Corp at 16% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1352449/holdings"
Use Arkolith to show Norman Fields, Gottscho Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Costco Whsl Corp COM | $53.5M | 57.2K | 16.2% | ▲~0% Added · +18 sh | |
| 2 | Berkshire Hathaway B COM | $48.3M | 96.4K | 14.6% | ▼−2.0% Reduced · −2K sh | |
| 3 | Apple Inc. COM | $32.1M | 111.0K | 9.7% | —Held | |
| 4 | Visa Inc. Class A COM | $31.7M | 92.5K | 9.6% | ▼~0% Reduced · −30 sh | |
| 5 | Micron Technology Inc. COM | $13.9M | 12.1K | 4.2% | ▼−3.0% Reduced · −368 sh | |
| 6 | Alphabet Inc. Class C COM | $11.8M | 33.4K | 3.6% | —Held | |
| 7 | American Express Company COM | $11.6M | 34.4K | 3.5% | —Held | |
| 8 | Union Pacific Corp COM | $10.4M | 38.2K | 3.1% | ▲+0.1% Added · +40 sh | |
| 9 | Liberty Media Corp - Formula O COM | $10.0M | 104.9K | 3.0% | ▼−3.8% Reduced · −4K sh | |
| 10 | Amazon.com Inc. COM | $9.8M | 41.1K | 3.0% | ▼−1.7% Reduced · −730 sh | |
| 11 | Alphabet Inc. Class A COM | $9.1M | 25.4K | 2.7% | —Held | |
| 12 | Mastercard Inc. COM | $8.8M | 17.2K | 2.7% | —Held | |
| 13 | Packaging Corp of America COM | $8.1M | 33.8K | 2.4% | ▼−0.4% Reduced · −150 sh | |
| 14 | Atlanta Braves Holdings, Inc. COM | $7.9M | 151.5K | 2.4% | ▼−0.1% Reduced · −224 sh | |
| 15 | On Holdings COM | $4.9M | 139.5K | 1.5% | ▼−6.6% Reduced · −10K sh | |
| 16 | Wesco International, Inc. COM | $4.7M | 13.7K | 1.4% | ▼−0.7% Reduced · −100 sh | |
| 17 | Vaneck Vectors Gold Miners ETF COM | $4.0M | 53.0K | 1.2% | —Held | |
| 18 | Ferguson Enterprises Inc. COM | $3.4M | 14.4K | 1.0% | ▼−2.4% Reduced · −350 sh | |
| 19 | RTX Corp COM | $3.2M | 17.0K | 1.0% | ▼−2.1% Reduced · −375 sh | |
| 20 | Vaneck Junior Gold Miners COM | $2.7M | 27.7K | 0.8% | —Held | |
| 21 | Fairfax India Holdings Corpora COM | $2.7M | 148.7K | 0.8% | ▲+0.7% Added · +1K sh | |
| 22 | Cava Group, Inc. COM | $2.7M | 34.2K | 0.8% | ▲+3.3% Added · +1K sh | |
| 23 | Teradyne Inc. COM | $2.3M | 4.7K | 0.7% | —Held | |
| 24 | Novo-Nordisk A-S Adr COM | $2.0M | 42.3K | 0.6% | ▼~0% Reduced · −2 sh | |
| 25 | Lilly Eli & Company COM | $1.8M | 1.5K | 0.5% | —Held | |
| 26 | Spdr Gold Tr Gold Shs COM | $1.8M | 4.8K | 0.5% | —Held | |
| 27 | Starbucks Corp COM | $1.6M | 15.9K | 0.5% | ▼−5.8% Reduced · −980 sh | |
| 28 | Graham Holdings Co. Class B COM | $1.6M | 1.4K | 0.5% | —Held | |
| 29 | L3Harris Technologies Inc. COM | $1.6M | 5.4K | 0.5% | —Held | |
| 30 | Deere & Co COM | $1.5M | 2.4K | 0.5% | —Held | |
| 31 | Agilent Technologies COM | $1.4M | 10.6K | 0.4% | ▼−3.4% Reduced · −376 sh | |
| 32 | D R Horton Inc. COM | $1.2M | 7.6K | 0.4% | —Held | |
| 33 | Chubb Corp COM | $1.2M | 3.4K | 0.4% | ▼−2.0% Reduced · −70 sh | |
| 34 | Microsoft Corp COM | $1.0M | 2.8K | 0.3% | ▼−19% Reduced · −660 sh | |
| 35 | Norfolk Southern Corp COM | $944K | 3.0K | 0.3% | ▼−4.8% Reduced · −150 sh | |
| 36 | Abbvie Inc. COM | $899K | 3.6K | 0.3% | —Held | |
| 37 | Northrop Grumman Corp COM | $868K | 1.7K | 0.3% | —Held | |
| 38 | Airbus COM | $854K | 3.8K | 0.3% | —Held | |
| 39 | Johnson & Johnson COM | $789K | 3.1K | 0.2% | —Held | |
| 40 | SLB Limited COM | $766K | 16.5K | 0.2% | ▲+142% Added · +10K sh | |
| 41 | Lockheed Martin Corp COM | $719K | 1.4K | 0.2% | ▼−5.7% Reduced · −85 sh | |
| 42 | Abbott Laboratories COM | $679K | 7.5K | 0.2% | —Held | |
| 43 | McGrath RentCorp COM | $672K | 5.5K | 0.2% | —Held | |
| 44 | Amrize Ltd COM | $614K | 11.5K | 0.2% | ▲+4.3% Added · +475 sh | |
| 45 | Nvidia Corp COM | $574K | 2.9K | 0.2% | —Held | |
| 46 | ARS Pharmaceuticals Inc. COM | $569K | 71.1K | 0.2% | ▲+78% Added · +31K sh | |
| 47 | Kirby Corporation COM | $544K | 4.0K | 0.2% | —Held | |
| 48 | U Haul Holding COM | $533K | 9.2K | 0.2% | —Held | |
| 49 | Xylem Inc. COM | $517K | 4.4K | 0.2% | ▲+88% Added · +2K sh | |
| 50 | Markel Group Inc. COM | $488K | 250 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 64 | $330.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 2, 2026 | 65 | $302.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 61 | $310.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 64 | $312.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 64 | $302.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 58 | $297.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 7, 2025 | 58 | $303.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 1, 2024 | 61 | $302.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.