Zuckerman Investment Group, LLC Purchases in Q2 2025

Zuckerman Investment Group, LLC

  • $969 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHYF
Shyft Group, Inc.

Industrials
524K
+ 37.13%
$7.13 - $12.64 $3.74M - $6.62M
1.94M $24.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.69K
+ 1.55%
$328.01 - $475.68 $554K - $803K
111K $51.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43.4K
New
$225.56 - $335.19 $9.78M - $14.5M
43.4K $10.3M
MSFT
Microsoft Corp

Technology
2.69K
+ 4.09%
$354.56 - $497.45 $952K - $1.34M
68.3K $34M
KKR
Kkr & Co. Inc.

Financial Services
36.3K
+ 18.88%
$92.79 - $134.29 $3.37M - $4.88M
229K $30.4M
DIS
Walt Disney CO

Communication Services
43.6K
+ 56.98%
$81.72 - $124.01 $3.57M - $5.41M
120K $14.9M
META
Meta Platforms, Inc.

Communication Services
1.58K
+ 4.18%
$484.66 - $738.09 $763K - $1.16M
39.2K $28.9M
ADBE
Adobe Inc.

Technology
17.7K
New
$340.0 - $420.68 $6.03M - $7.46M
17.7K $6.86M
CMPO
Compo Secure, Inc.

Industrials
72.9K
+ 4.7%
$9.65 - $14.46 $704K - $1.05M
1.62M $22.9M
SITE
Site One Landscape Supply, Inc.

Industrials
41.9K
+ 76.96%
$104.79 - $127.3 $4.39M - $5.33M
96.3K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
8.02K
+ 9.22%
$167.32 - $223.3 $1.34M - $1.79M
95K $20.8M
PNR
Pentair PLC

Industrials
2.93K
+ 1.22%
$76.17 - $103.58 $223K - $303K
243K $24.9M
AVTR
Avantor, Inc.

Basic Materials
512K
+ 40.27%
$11.94 - $16.29 $6.12M - $8.35M
1.78M $24M
JPM
Jpmorgan Chase & CO

Financial Services
1.37K
+ 2.27%
$210.28 - $289.91 $289K - $398K
61.9K $18M
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 2.73%
$45.65 - $57.01 $493K - $616K
407K $23.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.3K
+ 2.66%
$39.89 - $49.46 $530K - $657K
513K $25.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.36K
+ 9.29%
$456.74 - $568.03 $1.08M - $1.34M
27.8K $15.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.26K
+ 20.5%
$320.42 - $424.58 $1.04M - $1.38M
19.1K $8.12M
VO
Vanguard Mid Cap ETF

ETFs
4.58K
+ 12.9%
$228.54 - $279.83 $1.05M - $1.28M
40.1K $11.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
16.1K
+ 20.01%
$70.56 - $87.22 $1.14M - $1.41M
96.6K $8.43M
VRT
Vertiv Holdings CO

Industrials
20.9K
+ 3.07%
N/A
702K $60.8M
HSIC
Henry Schein Inc

Healthcare
7.66K
+ 3.8%
$62.7 - $73.66 $480K - $564K
209K $15.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14K
+ 22.64%
$81.46 - $94.63 $1.14M - $1.32M
75.8K $7.18M
CSWC
Capital Southwest Corp

Financial Services
33.4K
+ 7.81%
$17.99 - $22.44 $600K - $748K
460K $10.1M
AMD
Advanced Micro Devices Inc

Technology
2.01K
+ 26.68%
$78.21 - $143.81 $157K - $289K
9.54K $1.35M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
5K
+ 4.14%
$167.22 - $212.42 $837K - $1.06M
126K $24.9M
GS
Goldman Sachs Group Inc

Financial Services
402
+ 34.33%
$462.22 - $707.75 $186K - $285K
1.57K $1.11M
V
Visa Inc.

Financial Services
1.17K
+ 14.97%
$308.27 - $373.31 $360K - $436K
8.97K $3.19M
XLF
Financial Sector Spdr

ETFs
197
+ 0.11%
$43.92 - $52.37 $8.65K - $10.3K
172K $9M
NVDA
Nvidia Corp

Technology
312
+ 3.99%
$94.31 - $157.99 $29.4K - $49.3K
8.12K $1.28M
MRVL
Marvell Technology, Inc.

Technology
4.52K
New
$49.38 - $79.97 $223K - $361K
4.52K $349K
GOOG
Alphabet Inc.

Communication Services
914
+ 10.43%
$146.58 - $180.01 $134K - $165K
9.67K $1.72M
XLU
Utilities Sector Spdr

ETFs
3.26K
+ 14.63%
$73.09 - $82.77 $238K - $270K
25.5K $2.09M
ICLR
Icon PLC

Healthcare
28.3K
+ 21.82%
$126.62 - $168.7 $3.59M - $4.78M
158K $23M
PCAR
Paccar Inc

Industrials
3K
+ 100.0%
$86.4 - $99.09 $259K - $297K
6K $570K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.49K
New
$82.96 - $110.1 $206K - $274K
2.49K $273K
MA
Mastercard Inc

Financial Services
368
+ 12.98%
$479.92 - $590.74 $177K - $217K
3.2K $1.8M
AVGO
Broadcom Inc.

Technology
192
+ 11.35%
$146.29 - $275.65 $28.1K - $52.9K
1.88K $519K
NTR
Nutrien Ltd.

Basic Materials
3.94K
New
$46.88 - $62.89 $185K - $248K
3.94K $229K
DHR
Danaher Corp

Healthcare
1.12K
New
$174.64 - $205.16 $196K - $230K
1.12K $221K
COST
Costco Wholesale Corp

Consumer Defensive
224
New
$908.13 - $1056.85 $203K - $237K
224 $221K
IAU
Ishares Gold Trust

ETFs
3.46K
New
$56.1 - $64.74 $194K - $224K
3.46K $215K
AAXJ
Ishares Msci All Country Asia

ETFs
2.46K
New
$65.0 - $82.89 $160K - $204K
2.46K $202K
UBER
Uber Technologies, Inc

Technology
800
+ 13.04%
$64.62 - $93.3 $51.7K - $74.6K
6.94K $647K
HD
Home Depot, Inc.

Consumer Cyclical
520
+ 10.08%
$335.24 - $380.78 $174K - $198K
5.68K $2.08M
XLB
Select Sector Spdr Fd Material

ETFs
1.68K
+ 7.53%
$74.27 - $88.92 $125K - $149K
24K $2.11M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.98K
+ 59.46%
$45.88 - $54.4 $137K - $162K
8K $435K
NMFC
New Mountain Finance Corp

Financial Services
15K
New
$9.11 - $11.09 $137K - $166K
15K $158K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.54K
+ 15.73%
$40.82 - $43.14 $104K - $110K
18.7K $807K
Activity Summary
Buys All Purchases 83 New Holdings 12 Increased Positions 71 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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