Norman Fields, Gottscho Capital Management, LLC holds a focused book of 64 reported positions worth $330.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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 reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 11.2 points over this window.
Growth of $10,000 cloning Norman Fields, Gottscho Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Norman Fields, Gottscho Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 7 / 64 | $160.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 64 | $381.7M |
| Greenbrier Partners Capital Management, LLC | 8 / 64 | $1.1B |
| Luma Capital S.A. - SPF | 8 / 64 | $88.6M |
| Emerald Advisors, LLC | 22 / 64 | $625.5M |
| Conway Capital Management, Inc. | 14 / 64 | $174.9M |
| Prospect Hill Management, LLC | 7 / 64 | $195.4M |
| Ardent Capital Management, Inc. | 12 / 64 | $178.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Norman Fields, Gottscho Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 64 | $330.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 2, 2026 | 2d | 65 | $302.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 61 | $310.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 64 | $312.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 64 | $302.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 3d | 58 | $297.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 7, 2025 | 7d | 58 | $303.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 1, 2024 | 1d | 61 | $302.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.