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Norman Fields, Gottscho Capital Management, LLC13F | |
| Norman Fields, Gottscho Capital Management, LLC | |
| Last update 2025-04-03 | 56 Stocks (4 new) |
| Value $295.00 Mil | Turnover 3 % |
Norman Fields, Gottscho Capita... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 107,790 | 57,410.0 | -1.01% | 19.470 | -0.16% | 0.000 | -9.14% | +7.15% | 1,049,088.5 | Insurance | |
COST | Costco Wholesale Corp | 58,465 | 55,300.0 | -1.67% | 18.750 | -0.30% | 0.010 | +5.08% | +7.78% | 436,887.0 | Retail - Defensive | |
V | Visa Inc | 95,180 | 33,360.0 | -1.10% | 11.310 | -0.11% | 0.000 | -0.19% | +10.67% | 681,009.7 | Credit Services | |
AAPL | Apple Inc | 124,731 | 27,710.0 | -11.05% | 9.400 | -1.28% | 0.000 | -10.05% | -19.51% | 3,003,295.9 | Hardware | |
FWONK | Liberty Media Corp | 110,827 | 9,980.0 | -1.03% | 3.380 | -0.04% | 0.040 | +17.86% | +13.66% | 26,000.9 | Media - Diversified | |
MA | Mastercard Inc | 17,335 | 9,500.0 | -2.80% | 3.220 | -0.09% | 0.000 | -1.14% | +4.83% | 499,735.8 | Credit Services | |
AXP | American Express Co | 35,262 | 9,490.0 | -2.30% | 3.220 | -0.08% | 0.010 | +16.99% | +7.48% | 222,219.8 | Credit Services | |
UNP | Union Pacific Corp | 36,078 | 8,520.0 | -1.19% | 2.890 | -0.03% | 0.010 | -1.34% | +2.65% | 138,261.8 | Transportation | |
BATRK | Atlanta Braves Holdings Inc | 211,377 | 8,460.0 | +36.09% | 2.870 | +0.76% | 0.340 | +15.08% | +22.45% | 2,973.9 | Media - Diversified | |
AMZN | Amazon.com Inc | 42,317 | 8,050.0 | -1.87% | 2.730 | -0.06% | 0.000 | +10.90% | +1.78% | 2,370,631.5 | Retail - Cyclical |
Norman Fields, Gottscho Capital Management, LLC's Historical Top Holdings Breakdowns
Norman Fields, Gottscho Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CCCS |
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
| 2025-03-31 | Sold Out Sold Out | -1.53% | 8.92 ($10.38) 11.7 | $9.42 | -9.25% | Sold Out | 0 | -397,489 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.28% | 209.68 ($231.67) 247.1 | $201.08 | -13.20% | Reduce -11.05% | 124,731 | -15,491 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -1.03% | 423.19 ($460.32) 506.29 | $458.59 | -0.38% | Reduce -75.37% | 2,086 | -6,383 | |
FERG | Ferguson Enterprises Inc | 2025-03-31 | New Buy New Buy | +0.81% | 155.08 ($173.36) 185.81 | $218.00 | 25.75% | New holding | 14,820 | 14,820 | |
BATRK | Atlanta Braves Holdings Inc | 2025-03-31 | Add Add | +0.76% | 36.1 ($39.01) 40.71 | $46.85 | 20.10% | Add 36.09% | 211,377 | 56,060 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | Sold Out Sold Out | -0.70% | 45.45 ($48.82) 52.7 | $42.60 | -12.74% | Sold Out | 0 | -43,184 | |
GDXJ | VanEck Junior Gold Miners ETF | 2025-03-31 | New Buy New Buy | +0.49% | 43.79 ($50.42) 57.46 | $65.50 | 29.91% | New holding | 25,110 | 25,110 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | New Buy New Buy | +0.46% | 243.19 ($264.45) 288.14 | $301.22 | 13.90% | New holding | 4,714 | 4,714 | |
CB | Chubb Ltd | 2025-03-31 | New Buy New Buy | +0.45% | 257.71 ($277.87) 301.99 | $285.12 | 2.61% | New holding | 4,380 | 4,380 | |
SBUX | Starbucks Corp | 2025-03-31 | Reduce Reduce | -0.37% | 92.17 ($103.37) 115.81 | $92.11 | -10.89% | Reduce -36.05% | 21,966 | -12,385 |
Norman Fields, Gottscho Capital Management, LLC Total Holding History ($B)
Norman Fields, Gottscho Capital Management, LLC's Asset Allocation
Norman Fields, Gottscho Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Norman Fields, Gottscho Capital Management, LLC's Hypothetical Growth since 2025-03-31
Norman Fields, Gottscho Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Norman Fields, Gottscho Capital Management, LLC's Holdings Heat Map
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Norman Fields, Gottscho Capital Management, LLC's Holdings Bubble Chart
Norman Fields, Gottscho Capital Management, LLC News
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