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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
OXYOccidental Petroleum Corp.
Recent Activity
Decreased -49.67%
0.71%
$2.134M
43,184 shares@ $49.42 avg price
MSFTMicrosoft Corp
Recent Activity
0.57%
$1.711M
4,059 shares@ $421.54 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
LLYLilly Eli & Company
Recent Activity
Increased 1.37%
0.38%
$1.143M
1,480 shares@ $772.3 avg price
MUMicron Technology Inc
Recent Activity
Decreased -0.56%
0.37%
$1.104M
13,120 shares@ $84.15 avg price
SPBSpectrum Brands Holdings Inc
Recent Activity
Decreased -0.06%
0.36%
$1.088M
12,878 shares@ $84.49 avg price
DHID R Horton Inc
Recent Activity
0.35%
$1.062M
7,595 shares@ $139.83 avg price