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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
DEDeere & Co
Recent Activity
0.33%
$996,000
2,350 shares@ $423.83 avg price
EFXEquifax Inc
Recent Activity
0.31%
$917,000
3,600 shares@ $254.73 avg price
ABTAbbott Laboratories
Recent Activity
0.28%
$846,000
7,478 shares@ $113.14 avg price
RHHBYRoche Holding Ltd
Recent Activity
Decreased -7.78%
0.28%
$836,000
23,975 shares@ $34.87 avg price
JNJJohnson & Johnson
Recent Activity
0.27%
$798,000
5,521 shares@ $144.54 avg price
TERTeradyne Inc
Recent Activity
0.26%
$774,000
6,150 shares@ $125.86 avg price
NSCNorfolk Southern Corp
Recent Activity
0.26%
$766,000
3,265 shares@ $234.61 avg price
ABBVAbbvie Inc
Recent Activity
0.25%
$755,000
4,248 shares@ $177.74 avg price
HHHHoward Hughes Holdings Corp.
Recent Activity
Decreased -15.24%
0.25%
$732,000
9,510 shares@ $76.98 avg price
MGRCMcgrath Rentcorp
Recent Activity
0.21%
$621,000
5,550 shares@ $111.9 avg price