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Veronica Perez

@Norman Fields, Gottscho Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$303.922MTotal holdings58
Assets growth rate0.6%Assets growth rate (2-Q avg)3.15%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Norman Fields, Gottscho Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Norman Fields, Gottscho Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 303.922M in assets, with a quarterly growth rate of 0.6% and a 2-quarter average growth rate of 3.15%. The portfolio is managed by Veronica Perez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COSTCostco Whsl Corp
Recent Activity
Decreased -0.22%
17.93%
$54.479M
59,457 shares@ $916.28 avg price
BRK.BBerkshire Hathaway B
Recent Activity
Decreased -1.29%
16.25%
$49.357M
108,888 shares@ $453.29 avg price
AAPLApple Inc
Recent Activity
Decreased -0.63%
11.56%
$35.114M
140,222 shares@ $250.42 avg price
VVisa Inc. Class A
Recent Activity
Decreased -0.17%
10.01%
$30.416M
96,242 shares@ $316.04 avg price
AXPAmerican Express Company
Recent Activity
3.53%
$10.712M
36,093 shares@ $296.79 avg price
BATRKLiberty Media Corp -formula On
Recent Activity
Decreased -0.83%
3.42%
$10.376M
111,984 shares@ $92.66 avg price
ONONOn Holding
Recent Activity
Decreased -3.13%
3.26%
$9.905M
180,845 shares@ $54.78 avg price
AMZNAmazon.com Inc.
Recent Activity
Decreased -0.3%
3.12%
$9.461M
43,125 shares@ $219.39 avg price
MAMastercard Inc
Recent Activity
3.09%
$9.391M
17,835 shares@ $526.55 avg price
PKGPackaging Corp Amer
Recent Activity
Decreased -0.21%
2.81%
$8.51M
37,799 shares@ $225.14 avg price