Portfolio (Quarterly) Guide ↗

Norman Fields, Gottscho Capital Management, LLC

· CIK 0001352449

13F Portfolio $330M AUM 64 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 8 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	POOL	Pool Corporation	Industrials	2,181	$441K	0.15%	SOLD
2	CHWY	Chewy, Inc.	Consumer Cyclical	12,300	$332K	0.11%	SOLD

Sector Allocation

Technology 35.2%

Consumer Cyclical 19.6%

Industrials 17.3%

Communication Services 12.6%

Financial Services 8.7%

Healthcare 4.1%

Consumer Defensive 1.1%

Energy 0.7%

Real Estate 0.3%

Utilities 0.2%