Portfolio (Quarterly) Guide ↗

Norman Fields, Gottscho Capital Management, LLC

· CIK 0001352449

13F Portfolio $302M AUM 65 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 65 New 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Hologic Inc	—	4,600	$343K	0.11%	SOLD
2	—	G C I Liberty Inc. pending	—	12,350	—	—	SOLD

Sector Allocation

Consumer Defensive 24.3%

Financial Services 20.6%

Technology 14.7%

Communication Services 13.5%

Industrials 11.8%

Consumer Cyclical 11.3%

Healthcare 2.8%

Energy 0.5%

Utilities 0.2%

Real Estate 0.2%