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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
UHALU Haul Holding Co
Recent Activity
Decreased -0.44%
0.17%
$497,000
7,196 shares@ $69.07 avg price
LENLennar Corp Cl A
Recent Activity
0.17%
$492,000
3,607 shares@ $136.41 avg price
DEODiageo Plc-sponsored Adr
Recent Activity
Decreased -4.37%
0.16%
$459,000
3,610 shares@ $127.15 avg price
MKLMarkel Group Inc.
Recent Activity
0.15%
$432,000
250 shares@ $1728.0 avg price
KEXKirby Corporation
Recent Activity
0.14%
$423,000
4,000 shares@ $105.75 avg price
EPDEnterprise Prd Prtnrs Lp
Recent Activity
0.13%
$392,000
12,490 shares@ $31.39 avg price
ALCAlcon Inc.
Recent Activity
Decreased -2.9%
0.13%
$383,000
4,514 shares@ $84.85 avg price
NVDANvidia Corp.
Recent Activity
0.12%
$363,000
2,700 shares@ $134.45 avg price
ABNBAirbnb, Inc.
Recent Activity
Increased 30.91%
0.12%
$342,000
2,605 shares@ $131.29 avg price
OHIOmega Healthcare Inv
Recent Activity
0.12%
$341,000
9,000 shares@ $37.89 avg price