Zuckerman Investment Group, LLC Purchases in Q1 2025

Zuckerman Investment Group, LLC

  • $899 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HSIC
Henry Schein Inc

Healthcare
82.8K
+ 69.64%
$68.49 - $81.91 $5.67M - $6.78M
202K $13.8M
ICLR
Icon PLC

Healthcare
37.7K
+ 40.94%
$174.99 - $222.58 $6.6M - $8.4M
130K $22.7M
ABBV
Abb Vie Inc.

Healthcare
900
+ 1.18%
$169.2 - $216.66 $152K - $195K
77.3K $16.2M
VEA
Vanguard Ftse Developed Market

ETFs
1.11K
+ 0.28%
$47.4 - $52.99 $52.6K - $58.8K
396K $20.1M
DELL
Dell Technologies Inc.

Technology
10K
New
$90.34 - $124.66 $904K - $1.25M
10K $912K
AMD
Advanced Micro Devices Inc

Technology
7.53K
New
$96.63 - $129.55 $727K - $975K
7.53K $773K
FTNT
Fortinet, Inc.

Technology
5.06K
New
$92.49 - $114.57 $468K - $579K
5.06K $486K
BX
Blackstone Inc.

Financial Services
2.96K
New
$136.53 - $186.74 $404K - $553K
2.96K $413K
RTX
Raytheon Technologies Corp

Industrials
2.03K
+ 54.11%
$114.1 - $135.66 $232K - $276K
5.79K $766K
GS
Goldman Sachs Group Inc

Financial Services
600
+ 105.08%
$524.81 - $672.19 $315K - $403K
1.17K $639K
CTRE
Care Trust Reit, Inc.

Real Estate
10.3K
New
$24.93 - $29.13 $256K - $299K
10.3K $292K
PCAR
Paccar Inc

Industrials
3K
New
$96.91 - $112.51 $291K - $338K
3K $292K
V
Visa Inc.

Financial Services
54
+ 0.7%
$306.92 - $362.71 $16.6K - $19.6K
7.8K $2.73M
TGLS
Tecnoglass Inc.

Basic Materials
4K
New
$64.71 - $86.26 $259K - $345K
4K $286K
STNE
Stone Co Ltd.

Technology
26K
New
$7.85 - $11.45 $204K - $298K
26K $272K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.86K
New
$80.53 - $147.57 $150K - $275K
1.86K $246K
GXO
Gxo Logistics, Inc.

Industrials
5.8K
New
$36.31 - $46.18 $211K - $268K
5.8K $226K
CE
Celanese Corp

Basic Materials
3.92K
New
$47.02 - $74.12 $184K - $291K
3.92K $222K
SLB
Schlumberger Limited

Energy
4.72K
+ 72.22%
$38.4 - $43.74 $181K - $207K
11.3K $470K
AIG
American International Group, Inc.

Financial Services
2.5K
New
$70.5 - $86.94 $176K - $217K
2.5K $217K
EXC
Exelon Corp

Utilities
4.57K
New
$37.3 - $46.08 $170K - $210K
4.57K $210K
ARCC
Ares Capital Corp

Financial Services
8.25K
+ 8.97%
$21.28 - $23.81 $176K - $196K
100K $2.22M
CME
Cme Group Inc.

Financial Services
600
+ 68.65%
$225.82 - $266.54 $135K - $160K
1.47K $391K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.9K
+ 3.16%
$90.0 - $96.32 $171K - $183K
61.8K $5.71M
IAS
Integral Ad Science Holding Corp.

Communication Services
15K
New
$8.06 - $10.77 $121K - $162K
15K $120K
AMGN
Amgen Inc

Healthcare
22
+ 1.22%
$258.59 - $327.36 $5.69K - $7.2K
1.83K $568K
UPS
United Parcel Service Inc

Industrials
2K
+ 26.18%
$109.66 - $136.26 $219K - $273K
9.64K $1.06M
DKL
Delek Logistics Partners, LP

Energy
2K
+ 33.33%
$40.02 - $45.32 $80K - $90.6K
8K $346K
XLU
Utilities Sector Spdr

ETFs
231
+ 1.05%
$74.7 - $80.27 $17.3K - $18.5K
22.3K $1.76M
AI
C3.Ai, Inc.

Technology
10K
+ 97.09%
$20.92 - $36.93 $209K - $369K
20.3K $427K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4K
+ 50.0%
$20.76 - $29.81 $83K - $119K
12K $249K
TLRY
Tilray Brands, Inc.

Healthcare
50K
New
$0.59 - $1.46 $29.5K - $73K
50K $33K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
149
+ 1.61%
$126.11 - $135.06 $18.8K - $20.1K
9.41K $1.21M
NVO
Novo Nordisk A S

Healthcare
1.7K
+ 28.56%
$69.3 - $90.95 $118K - $155K
7.65K $531K
PEP
Pepsico Inc

Consumer Defensive
338
+ 2.08%
$142.64 - $156.42 $48.2K - $52.9K
16.6K $2.49M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3
+ 0.03%
$73.78 - $76.59 $221 - $230
9.01K $689K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2
+ 0.01%
$45.88 - $46.8 $91.8 - $93.6
15.2K $702K
Morgan Stanley Direct Lendin
8K
+ 22.22%
N/A
44K $0
Calumet Inc
10K
New
N/A
10K $0
Landbridge Company LLC
4.9K
New
N/A
4.9K $0
Resolute Hldgs Mgmt Inc
127K
New
N/A
127K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
18
+ 0.11%
$42.38 - $43.28 $763 - $779
16.2K $687K
OSCR
Oscar Health, Inc.

Healthcare
24
+ 0.12%
$12.83 - $17.3 $308 - $415
20K $262K
ETN
Eaton Corp PLC

Industrials
400
+ 19.99%
$271.83 - $371.23 $109K - $148K
2.4K $652K
VO
Vanguard Mid Cap ETF

ETFs
686
+ 1.97%
$251.87 - $277.95 $173K - $191K
35.5K $9.18M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17
+ 0.34%
$51.45 - $58.51 $875 - $995
5.02K $259K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.48%
$198.1 - $229.79 $1.19K - $1.38K
1.25K $249K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.44%
$554.06 - $615.85 $2.77K - $3.08K
1.13K $634K
NVDA
Nvidia Corp

Technology
1.28K
+ 19.54%
$106.98 - $149.43 $137K - $191K
7.81K $846K
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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