Norman Fields, Gottscho Capital Management, LLC
Norman Fields, Gottscho Capital Management, LLC is an SEC-registered investment adviser headquartered in New York, NY. The firm primarily provides portfolio management and investment advisory services and operates as an independent asset manager for institutional and high-net-worth clients. The firm was incorporated in Delaware and its filings date back to at least 2006. Employee headcount and client base specifics are not publicly disclosed.
Investment Strategy
Norman Fields, Gottscho Capital Management, LLC focuses on diversified investment strategies in public equity and fixed income markets. The firm builds portfolios emphasizing a mix of large-cap and mid-cap stocks, with notable positions in blue-chip companies like Visa, Costco, IBM, and DTE Energy. Their approach reflects active management, with regular rebalancing to reflect market opportunities and risk profiles, aiming for long-term capital appreciation and risk mitigation.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COST | Costco Whsl Corp | 17.13% | $53.6M | 57,904 | $124.52 | $925.63 | -$4.0M |
B BRK-B | Berkshire Hathaway B | 17.12% | $53.6M | 106,570 | $141.18 | $502.74 | +$1.5M |
V V | Visa Inc. Class A | 10.36% | $32.4M | 94,933 | $29.31 | $341.38 | -$1.3M |
A AAPL | Apple Inc. | 9.78% | $30.6M | 120,133 | $33.88 | $254.63 | +$5.6M |
A AXP | American Express Company | 3.72% | $11.6M | 35,005 | $61.30 | $332.16 | +$396.0K |