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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
GOOGLAlphabet Inc. Class A
Recent Activity
Decreased -1.87%
1.92%
$5.806M
30,670 shares@ $189.31 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
OXYOccidental Petroleum Corp.
Recent Activity
Decreased -49.67%
0.71%
$2.134M
43,184 shares@ $49.42 avg price
GHCGraham Holdings Co. Class B
Recent Activity
Decreased -3.39%
0.54%
$1.614M
1,851 shares@ $871.97 avg price
UHAL⤦U Haul Holding
Recent Activity
Decreased -0.72%
0.42%
$1.254M
19,574 shares@ $64.07 avg price
NOCNorthrop Grumman Corp.
Recent Activity
Decreased -0.57%
0.41%
$1.227M
2,615 shares@ $469.22 avg price
LHXL3harris Technologies Inc.
Recent Activity
Decreased -0.26%
0.4%
$1.205M
5,730 shares@ $210.3 avg price