StockDriftsStockDriftsTop 46 Norman Fields Gottscho Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway B | 14.15% | 93.4K | $46.5M | -3.14%(-3.03K) | $144.25(+268.97%) | 2026-09-30 | |
| AAPL | Apple Inc. | 11.25% | 111.0K | $37.0M | +0.00%(+0) | $35.38(+869.34%) | 2026-09-30 | |
| MU | Micron Technology Inc. | 3.89% | 12.0K | $12.8M | -0.41%(-50) | $77.88(+1061.92%) | 2026-09-30 | |
| AXP | American Express Company | 3.18% | 34.4K | $10.5M | -0.04%(-15) | $65.69(+381.66%) | 2026-09-30 | |
| UNP | Union Pacific Corp | 3.16% | 38.2K | $10.4M | +0.00%(+1) | $95.75(+199.75%) | 2026-09-30 | |
| AMZN | Amazon.com Inc. | 3.12% | 41.1K | $10.2M | -0.04%(-15) | $100.83(+160.28%) | 2026-09-30 | |
| FWONK | Liberty Media Corp - Formula O | 2.98% | 105.9K | $9.8M | +0.93%(+977) | $52.23(+72.19%) | 2026-09-30 | |
| BATRK | Atlanta Braves Holdings, Inc. | 2.47% | 153.5K | $8.1M | +1.30%(+1.97K) | $31.71(+55.29%) | 2026-09-30 | |
| PKG | Packaging Corp of America | 2.34% | 33.5K | $7.7M | -0.90%(-304) | $46.67(+406.46%) | 2026-09-30 | |
| CAVA | Cava Group, Inc. | 1.68% | 102.0K | $5.5M | +197.92%(+67.76K) | $64.64(-10.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.37% | +61.68% | +11.72% | +74.07% |
| Top 20 Holdings Unweighted | +21.78% | +80.59% | +12.67% | +81.57% |
Norman Fields Gottscho Capital Management LLC reports $328.76M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (14.2%), AAPL (11.3%) and MU (3.9%). The top 20 holdings account for 54.51% of reported assets. Its disclosed equity book has returned +61.68% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Norman Fields Gottscho Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1352449). View Norman Fields Gottscho Capital Management LLC’s 13F filings on SEC