Filed: 7/9/2025ACC: 0001352449-25-000003
📋 What this filing means
NORMAN FIELDS, GOTTSCHO CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $302.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$302.2K
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$302.2K100.0%
Portfolio Concentration
Top 3$143.4K47.4%
4–10$86.0K28.5%
11–25$49.6K16.4%
Rest$23.2K7.7%
Top 3 weight
47.4%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings64
Rows:
Costco Whsl Corp
SOLEShares58.20K
TypeSH
Market value$57.6K
19.06%
Sole
0.00
Shared
0.00
None
58.20K
Berkshire Hathaway B
SOLEShares107.22K
TypeSH
Market value$52.1K
17.23%
Sole
0.00
Shared
0.00
None
107.22K
Visa Inc. Class A
SOLEShares94.89K
TypeSH
Market value$33.7K
11.15%
Sole
0.00
Shared
0.00
None
94.89K
Apple Inc.
SOLEShares121.79K
TypeSH
Market value$25.0K
8.27%
Sole
0.00
Shared
0.00
None
121.79K
Liberty Media Corp - Formula O
SOLEShares110.08K
TypeSH
Market value$11.5K
3.81%
Sole
0.00
Shared
0.00
None
110.08K
American Express Company
SOLEShares35.21K
TypeSH
Market value$11.2K
3.72%
Sole
0.00
Shared
0.00
None
35.21K
Atlanta Braves Holdings, Inc.
SOLEShares217.88K
TypeSH
Market value$10.2K
3.37%
Sole
0.00
Shared
0.00
None
217.88K
Mastercard Inc.
SOLEShares17.34K
TypeSH
Market value$9.7K
3.22%
Sole
0.00
Shared
0.00
None
17.34K
Amazon.com Inc.
SOLEShares41.91K
TypeSH
Market value$9.2K
3.04%
Sole
0.00
Shared
0.00
None
41.91K
On Holdings
SOLEShares176.49K
TypeSH
Market value$9.2K
3.04%
Sole
0.00
Shared
0.00
None
176.49K
Union Pacific Corp
SOLEShares36.10K
TypeSH
Market value$8.3K
2.75%
Sole
0.00
Shared
0.00
None
36.10K
Packaging Corp of America
SOLEShares35.38K
TypeSH
Market value$6.7K
2.21%
Sole
0.00
Shared
0.00
None
35.38K
Alphabet Inc. Class C
SOLEShares33.42K
TypeSH
Market value$5.9K
1.96%
Sole
0.00
Shared
0.00
None
33.42K
Alphabet Inc. Class A
SOLEShares27.26K
TypeSH
Market value$4.8K
1.59%
Sole
0.00
Shared
0.00
None
27.26K
Ferguson Enterprises Inc.
SOLEShares14.84K
TypeSH
Market value$3.2K
1.07%
Sole
0.00
Shared
0.00
None
14.84K
Novo-Nordisk A-S Adr
SOLEShares43.94K
TypeSH
Market value$3.0K
1.00%
Sole
0.00
Shared
0.00
None
43.94K
Vaneck Vectors Gold Miners ETF
SOLEShares52.73K
TypeSH
Market value$2.7K
0.91%
Sole
0.00
Shared
0.00
None
52.73K
RTX Corp
SOLEShares18.78K
TypeSH
Market value$2.7K
0.91%
Sole
0.00
Shared
0.00
None
18.78K
Agilent Technologies
SOLEShares16.34K
TypeSH
Market value$1.9K
0.64%
Sole
0.00
Shared
0.00
None
16.34K
Starbucks Corp
SOLEShares20.32K
TypeSH
Market value$1.9K
0.62%
Sole
0.00
Shared
0.00
None
20.32K
Vaneck Junior Gold Miners
SOLEShares27.34K
TypeSH
Market value$1.8K
0.61%
Sole
0.00
Shared
0.00
None
27.34K
Microsoft Corp
SOLEShares3.67K
TypeSH
Market value$1.8K
0.60%
Sole
0.00
Shared
0.00
None
3.67K
Graham Holdings Co. Class B
SOLEShares1.85K
TypeSH
Market value$1.7K
0.58%
Sole
0.00
Shared
0.00
None
1.85K
Micron Technology Inc
SOLEShares12.52K
TypeSH
Market value$1.5K
0.51%
Sole
0.00
Shared
0.00
None
12.52K
Spdr Gold Tr Gold Shs
SOLEShares4.70K
TypeSH
Market value$1.4K
0.47%
Sole
0.00
Shared
0.00
None
4.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Costco Whsl CorpSOLE | COM | 58.20K | SH | $57.6K 19.06% | 0.00 | 0.00 | 58.20K |
Berkshire Hathaway BSOLE | COM | 107.22K | SH | $52.1K 17.23% | 0.00 | 0.00 | 107.22K |
Visa Inc. Class ASOLE | COM | 94.89K | SH | $33.7K 11.15% | 0.00 | 0.00 | 94.89K |
Apple Inc.SOLE | COM | 121.79K | SH | $25.0K 8.27% | 0.00 | 0.00 | 121.79K |
Liberty Media Corp - Formula OSOLE | COM | 110.08K | SH | $11.5K 3.81% | 0.00 | 0.00 | 110.08K |
American Express CompanySOLE | COM | 35.21K | SH | $11.2K 3.72% | 0.00 | 0.00 | 35.21K |
Atlanta Braves Holdings, Inc.SOLE | COM | 217.88K | SH | $10.2K 3.37% | 0.00 | 0.00 | 217.88K |
Mastercard Inc.SOLE | COM | 17.34K | SH | $9.7K 3.22% | 0.00 | 0.00 | 17.34K |
Amazon.com Inc.SOLE | COM | 41.91K | SH | $9.2K 3.04% | 0.00 | 0.00 | 41.91K |
On HoldingsSOLE | COM | 176.49K | SH | $9.2K 3.04% | 0.00 | 0.00 | 176.49K |
Union Pacific CorpSOLE | COM | 36.10K | SH | $8.3K 2.75% | 0.00 | 0.00 | 36.10K |
Packaging Corp of AmericaSOLE | COM | 35.38K | SH | $6.7K 2.21% | 0.00 | 0.00 | 35.38K |
Alphabet Inc. Class CSOLE | COM | 33.42K | SH | $5.9K 1.96% | 0.00 | 0.00 | 33.42K |
Alphabet Inc. Class ASOLE | COM | 27.26K | SH | $4.8K 1.59% | 0.00 | 0.00 | 27.26K |
Ferguson Enterprises Inc.SOLE | COM | 14.84K | SH | $3.2K 1.07% | 0.00 | 0.00 | 14.84K |
Novo-Nordisk A-S AdrSOLE | COM | 43.94K | SH | $3.0K 1.00% | 0.00 | 0.00 | 43.94K |
Vaneck Vectors Gold Miners ETFSOLE | COM | 52.73K | SH | $2.7K 0.91% | 0.00 | 0.00 | 52.73K |
RTX CorpSOLE | COM | 18.78K | SH | $2.7K 0.91% | 0.00 | 0.00 | 18.78K |
Agilent TechnologiesSOLE | COM | 16.34K | SH | $1.9K 0.64% | 0.00 | 0.00 | 16.34K |
Starbucks CorpSOLE | COM | 20.32K | SH | $1.9K 0.62% | 0.00 | 0.00 | 20.32K |
Vaneck Junior Gold MinersSOLE | COM | 27.34K | SH | $1.8K 0.61% | 0.00 | 0.00 | 27.34K |
Microsoft CorpSOLE | COM | 3.67K | SH | $1.8K 0.60% | 0.00 | 0.00 | 3.67K |
Graham Holdings Co. Class BSOLE | COM | 1.85K | SH | $1.7K 0.58% | 0.00 | 0.00 | 1.85K |
Micron Technology IncSOLE | COM | 12.52K | SH | $1.5K 0.51% | 0.00 | 0.00 | 12.52K |
Spdr Gold Tr Gold ShsSOLE | COM | 4.70K | SH | $1.4K 0.47% | 0.00 | 0.00 | 4.70K |
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