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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
UNPUnion Pacific Corp
Recent Activity
Decreased -0.09%
2.74%
$8.326M
36,512 shares@ $228.04 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Decreased -0.09%
2.25%
$6.825M
35,837 shares@ $190.45 avg price
BATRKAtlanta Braves Holdings, Inc.
Recent Activity
Increased 59.29%
1.96%
$5.942M
155,317 shares@ $38.26 avg price
GOOGLAlphabet Inc. Class A
Recent Activity
Decreased -1.87%
1.92%
$5.806M
30,670 shares@ $189.31 avg price
NVONovo-nordisk A-s Adr
Recent Activity
Increased 45.31%
1.81%
$5.482M
63,732 shares@ $86.02 avg price
CCCSCcc Intelligent Solutions Hold
Recent Activity
Increased 34.47%
1.54%
$4.663M
397,489 shares@ $11.74 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -4.13%
1.36%
$4.115M
8,469 shares@ $485.89 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -48.81%
1.04%
$3.135M
34,351 shares@ $91.27 avg price
AAgilent Technologies
Recent Activity
Decreased -54.44%
0.75%
$2.254M
16,780 shares@ $134.33 avg price
RTXRtx Corp.
Recent Activity
Decreased -6.22%
0.73%
$2.189M
18,919 shares@ $115.71 avg price