Gottscho Capital Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 63 separate positions held by the firm, managed from its office in New York, NY.
The firm reported holding shares in a diverse mix of large-cap and mid-cap companies across various sectors. The largest position disclosed in the filing is Abbott Laboratories, for which the firm reported holding 739,051 shares. Other notable holdings include Visa Inc. Class A with 33,244,134 shares, Amazon.com Inc. with 10,243,553 shares, and Alphabet Inc. Class A with 8,655,332 shares.
The filing indicates that all positions are held in a voting capacity, with no beneficial ownership reported for the firm's senior vice president, Veronica Perez. The portfolio includes significant exposure to technology and healthcare, with holdings in companies such as Apple Inc., Microsoft Corp., Nvidia Corp., and Johnson & Johnson. Additionally, the firm holds stakes in energy companies like Chevron Corporation and Exxon Mobil, as well as financial institutions including Bank of New York Mellon Corp. and American Express Company.
Other companies included in the portfolio as of the reporting date are Costco Wholesale Corp, UnitedHealth Group, Procter & Gamble Co., and McDonald's Corp. The filing also lists positions in exchange-traded funds, including the iShares Core S&P 500 ETF and various gold mining ETFs.
