Stock Taper 
NORMAN FIELDS, GOTTSCHO CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 12.07K | $13.93M |
 Amrize Ltd | AMRZ | 11.52K | $613.75K |
 Enterprise Products Partners L.P. | EPD | 10.69K | $392.96K |
 Agilent Technologies, Inc. | A | 10.63K | $1.41M |
 U-Haul Holding Company | UHAL-B | 9.23K | $532.86K |
 Omega Healthcare Investors, Inc. | OHI | 9K | $429.12K |
 D.R. Horton, Inc. | DHI | 7.58K | $1.23M |
 Abbott Laboratories | ABT | 7.48K | $678.55K |
 McGrath RentCorp | MGRC | 5.55K | $671.72K |
 L3Harris Technologies, Inc. | LHX | 5.38K | $1.56M |
 Teradyne, Inc. | TER | 4.7K | $2.27M |
 Xylem Inc. | XYL | 4.37K | $516.58K |
 Spectrum Brands Holdings, Inc. | SPB | 4.11K | $352.26K |
 Kirby Corporation | KEX | 4K | $543.88K |
 Lennar Corporation | LEN | 3.61K | $326.4K |
 AbbVie Inc. | ABBV | 3.57K | $899.11K |
 Johnson & Johnson | JNJ | 3.11K | $788.83K |
 Airbnb, Inc. | ABNB | 3.08K | $441.46K |
 Norfolk Southern Corporation | NSC | 3K | $943.77K |
 Equifax Inc. | EFX | 3K | $476.16K |