Filed: 10/9/2025ACC: 0001352449-25-000006
📋 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 $312.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$312.9K
Total AUM (reported)
1.63M
Total Shares
Allocation by class
COM$312.9K100.0%
Portfolio Concentration
Top 3$139.6K44.6%
4–10$89.8K28.7%
11–25$57.8K18.5%
Rest$25.8K8.2%
Top 3 weight
44.6%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 1.63M
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
1.63M
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
SOLEShares57.90K
TypeSH
Market value$53.6K
17.13%
Sole
0.00
Shared
0.00
None
57.90K
Berkshire Hathaway B
SOLEShares106.57K
TypeSH
Market value$53.6K
17.12%
Sole
0.00
Shared
0.00
None
106.57K
Visa Inc. Class A
SOLEShares94.93K
TypeSH
Market value$32.4K
10.36%
Sole
0.00
Shared
0.00
None
94.93K
Apple Inc.
SOLEShares120.13K
TypeSH
Market value$30.6K
9.78%
Sole
0.00
Shared
0.00
None
120.13K
American Express Company
SOLEShares35.01K
TypeSH
Market value$11.6K
3.72%
Sole
0.00
Shared
0.00
None
35.01K
Liberty Media Corp - Formula O
SOLEShares110.38K
TypeSH
Market value$11.5K
3.69%
Sole
0.00
Shared
0.00
None
110.38K
Mastercard Inc.
SOLEShares17.32K
TypeSH
Market value$9.9K
3.15%
Sole
0.00
Shared
0.00
None
17.32K
Amazon.com Inc.
SOLEShares41.83K
TypeSH
Market value$9.2K
2.94%
Sole
0.00
Shared
0.00
None
41.83K
Union Pacific Corp
SOLEShares35.93K
TypeSH
Market value$8.5K
2.71%
Sole
0.00
Shared
0.00
None
35.93K
Atlanta Braves Holdings, Inc.
SOLEShares203.96K
TypeSH
Market value$8.5K
2.71%
Sole
0.00
Shared
0.00
None
203.96K
Alphabet Inc. Class C
SOLEShares33.42K
TypeSH
Market value$8.1K
2.60%
Sole
0.00
Shared
0.00
None
33.42K
Packaging Corp of America
SOLEShares35.27K
TypeSH
Market value$7.7K
2.46%
Sole
0.00
Shared
0.00
None
35.27K
On Holdings
SOLEShares169.19K
TypeSH
Market value$7.2K
2.29%
Sole
0.00
Shared
0.00
None
169.19K
Alphabet Inc. Class A
SOLEShares27.26K
TypeSH
Market value$6.6K
2.12%
Sole
0.00
Shared
0.00
None
27.26K
Vaneck Vectors Gold Miners ETF
SOLEShares54.04K
TypeSH
Market value$4.1K
1.32%
Sole
0.00
Shared
0.00
None
54.04K
Ferguson Enterprises Inc.
SOLEShares14.97K
TypeSH
Market value$3.4K
1.07%
Sole
0.00
Shared
0.00
None
14.97K
RTX Corp
SOLEShares18.82K
TypeSH
Market value$3.1K
1.01%
Sole
0.00
Shared
0.00
None
18.82K
Wesco International, Inc.
SOLEShares13.79K
TypeSH
Market value$2.9K
0.93%
Sole
0.00
Shared
0.00
None
13.79K
Vaneck Junior Gold Miners
SOLEShares28.33K
TypeSH
Market value$2.8K
0.90%
Sole
0.00
Shared
0.00
None
28.33K
Novo-Nordisk A-S Adr
SOLEShares45.14K
TypeSH
Market value$2.5K
0.80%
Sole
0.00
Shared
0.00
None
45.14K
Micron Technology Inc.
SOLEShares12.52K
TypeSH
Market value$2.1K
0.67%
Sole
0.00
Shared
0.00
None
12.52K
Graham Holdings Co. Class B
SOLEShares1.60K
TypeSH
Market value$1.9K
0.60%
Sole
0.00
Shared
0.00
None
1.60K
Microsoft Corp
SOLEShares3.60K
TypeSH
Market value$1.9K
0.60%
Sole
0.00
Shared
0.00
None
3.60K
Spdr Gold Tr Gold Shs
SOLEShares4.89K
TypeSH
Market value$1.7K
0.56%
Sole
0.00
Shared
0.00
None
4.89K
Starbucks Corp
SOLEShares20.05K
TypeSH
Market value$1.7K
0.54%
Sole
0.00
Shared
0.00
None
20.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Costco Whsl CorpSOLE | COM | 57.90K | SH | $53.6K 17.13% | 0.00 | 0.00 | 57.90K |
Berkshire Hathaway BSOLE | COM | 106.57K | SH | $53.6K 17.12% | 0.00 | 0.00 | 106.57K |
Visa Inc. Class ASOLE | COM | 94.93K | SH | $32.4K 10.36% | 0.00 | 0.00 | 94.93K |
Apple Inc.SOLE | COM | 120.13K | SH | $30.6K 9.78% | 0.00 | 0.00 | 120.13K |
American Express CompanySOLE | COM | 35.01K | SH | $11.6K 3.72% | 0.00 | 0.00 | 35.01K |
Liberty Media Corp - Formula OSOLE | COM | 110.38K | SH | $11.5K 3.69% | 0.00 | 0.00 | 110.38K |
Mastercard Inc.SOLE | COM | 17.32K | SH | $9.9K 3.15% | 0.00 | 0.00 | 17.32K |
Amazon.com Inc.SOLE | COM | 41.83K | SH | $9.2K 2.94% | 0.00 | 0.00 | 41.83K |
Union Pacific CorpSOLE | COM | 35.93K | SH | $8.5K 2.71% | 0.00 | 0.00 | 35.93K |
Atlanta Braves Holdings, Inc.SOLE | COM | 203.96K | SH | $8.5K 2.71% | 0.00 | 0.00 | 203.96K |
Alphabet Inc. Class CSOLE | COM | 33.42K | SH | $8.1K 2.60% | 0.00 | 0.00 | 33.42K |
Packaging Corp of AmericaSOLE | COM | 35.27K | SH | $7.7K 2.46% | 0.00 | 0.00 | 35.27K |
On HoldingsSOLE | COM | 169.19K | SH | $7.2K 2.29% | 0.00 | 0.00 | 169.19K |
Alphabet Inc. Class ASOLE | COM | 27.26K | SH | $6.6K 2.12% | 0.00 | 0.00 | 27.26K |
Vaneck Vectors Gold Miners ETFSOLE | COM | 54.04K | SH | $4.1K 1.32% | 0.00 | 0.00 | 54.04K |
Ferguson Enterprises Inc.SOLE | COM | 14.97K | SH | $3.4K 1.07% | 0.00 | 0.00 | 14.97K |
RTX CorpSOLE | COM | 18.82K | SH | $3.1K 1.01% | 0.00 | 0.00 | 18.82K |
Wesco International, Inc.SOLE | COM | 13.79K | SH | $2.9K 0.93% | 0.00 | 0.00 | 13.79K |
Vaneck Junior Gold MinersSOLE | COM | 28.33K | SH | $2.8K 0.90% | 0.00 | 0.00 | 28.33K |
Novo-Nordisk A-S AdrSOLE | COM | 45.14K | SH | $2.5K 0.80% | 0.00 | 0.00 | 45.14K |
Micron Technology Inc.SOLE | COM | 12.52K | SH | $2.1K 0.67% | 0.00 | 0.00 | 12.52K |
Graham Holdings Co. Class BSOLE | COM | 1.60K | SH | $1.9K 0.60% | 0.00 | 0.00 | 1.60K |
Microsoft CorpSOLE | COM | 3.60K | SH | $1.9K 0.60% | 0.00 | 0.00 | 3.60K |
Spdr Gold Tr Gold ShsSOLE | COM | 4.89K | SH | $1.7K 0.56% | 0.00 | 0.00 | 4.89K |
Starbucks CorpSOLE | COM | 20.05K | SH | $1.7K 0.54% | 0.00 | 0.00 | 20.05K |
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