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Norman Fields, Gottscho Capital Management, LLC13F | |
| Norman Fields, Gottscho Capital Management, LLC | |
| Last update 2025-07-09 | 62 Stocks (7 new) |
| Value $299.00 Mil | Turnover 1 % |
Norman Fields, Gottscho Capita... Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST | Costco Wholesale Corp | 58,196 | 57,610.0 | -0.46% | 19.240 | -0.09% | 0.010 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
BRK.B | Berkshire Hathaway Inc | 107,220 | 52,080.0 | -0.53% | 17.390 | -0.10% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
V | Visa Inc | 94,893 | 33,690.0 | -0.30% | 11.250 | -0.03% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AAPL | Apple Inc | 121,792 | 24,990.0 | -2.36% | 8.340 | -0.22% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
FWONK | Liberty Media Corp | 110,084 | 11,500.0 | -0.67% | 3.840 | -0.02% | 0.040 | +24.98% | +11.67% | 25,539.8 | Media - Diversified | |
AXP | American Express Co | 35,210 | 11,230.0 | -0.15% | 3.750 | 0% | 0.010 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
BATRK | Atlanta Braves Holdings Inc | 217,879 | 10,190.0 | +3.08% | 3.400 | +0.10% | 0.350 | +20.44% | +21.80% | 2,960.1 | Media - Diversified | |
MA | Mastercard Inc | 17,335 | 9,740.0 | 0% | 3.250 | 0% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
AMZN | Amazon.com Inc | 41,911 | 9,200.0 | -0.96% | 3.070 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
ONON | On Holding AG | 176,485 | 9,190.0 | -1.10% | 3.070 | -0.03% | 0.050 | +24.99% | -3.01% | 17,323.7 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVO | Novo Nordisk AS | 2025-06-30 | Reduce Reduce | -0.78% | 58.08 ($68.04) 81.05 | $64.31 | -5.48% | Reduce -43.1% | 43,937 | -33,275 | |
WCC | WESCO International Inc | 2025-06-30 | New Buy New Buy | +0.40% | 132.86 ($164.75) 186.1 | $205.87 | 24.96% | New holding | 6,482 | 6,482 | |
EADSF | Airbus SE | 2025-06-30 | New Buy New Buy | +0.26% | 148.06 ($177.51) 209.2 | $219.00 | 23.37% | New holding | 3,695 | 3,695 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.22% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -2.36% | 121,792 | -2,939 | |
HHH | Howard Hughes Holdings Inc | 2025-06-30 | Sold Out Sold Out | -0.19% | 63.39 ($68.41) 74.81 | $68.76 | 0.51% | Sold Out | 0 | -7,395 | |
UHAL.B | U-Haul Holding Co | 2025-06-30 | Reduce Reduce | -0.14% | 52.31 ($55.87) 60.94 | $55.39 | -0.86% | Reduce -37.13% | 12,164 | -7,185 | |
AMRZ | Amrize Ltd | 2025-06-30 | New Buy New Buy | +0.13% | 48.89 ($50.45) 53 | $49.60 | -1.68% | New holding | 8,140 | 8,140 | |
BATRK | Atlanta Braves Holdings Inc | 2025-06-30 | Add Add | +0.10% | 36.12 ($40.88) 46.8 | $46.60 | 13.99% | Add 3.08% | 217,879 | 6,502 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.10% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Reduce -0.53% | 107,220 | -570 | |
COST | Costco Wholesale Corp | 2025-06-30 | Reduce Reduce | -0.09% | 908.13 ($993.18) 1056.85 | $950.95 | -4.25% | Reduce -0.46% | 58,196 | -269 |
Norman Fields, Gottscho Capital Management, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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Norman Fields, Gottscho Capital Management, LLC's Hypothetical Growth since 2025-06-30
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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