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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
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
RHHBYRoche Holding Ltd
Recent Activity
Decreased -7.78%
0.28%
$836,000
23,975 shares@ $34.87 avg price
HHHHoward Hughes Holdings Corp.
Recent Activity
Decreased -15.24%
0.25%
$732,000
9,510 shares@ $76.98 avg price
UHALU Haul Holding Co
Recent Activity
Decreased -0.44%
0.17%
$497,000
7,196 shares@ $69.07 avg price
DEODiageo Plc-sponsored Adr
Recent Activity
Decreased -4.37%
0.16%
$459,000
3,610 shares@ $127.15 avg price
ALCAlcon Inc.
Recent Activity
Decreased -2.9%
0.13%
$383,000
4,514 shares@ $84.85 avg price
CARRCarrier Global Corp.
Recent Activity
Decreased -3.36%
0.07%
$206,000
3,020 shares@ $68.22 avg price
KDPKeurig Dr. Pepper Inc.
Recent Activity
Decreased -12.5%
0.07%
$202,000
6,300 shares@ $32.07 avg price