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
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.84%
$551.42 - $612.93 $6.62K - $7.36K
1.45K $810K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1K
+ 2.94%
$5.29 - $10.87 $5.29K - $10.9K
35K $185K
HPQ
Hp Inc

Technology
30
+ 0.24%
$27.69 - $34.72 $831 - $1.04K
12.4K $344K
PFE
Pfizer Inc

Healthcare
34
+ 0.06%
$25.01 - $27.13 $850 - $922
56.9K $1.44M
AVGO
Broadcom Inc.

Technology
147
+ 9.51%
$167.43 - $244.7 $24.6K - $36K
1.69K $283K
CLF
Cleveland Cliffs Inc.

Basic Materials
5K
+ 4.76%
$8.22 - $12.02 $41.1K - $60.1K
110K $904K
GERN
Geron Corp

Healthcare
23K
+ 28.75%
$1.59 - $3.6 $36.6K - $82.8K
103K $163K
HPE
Hewlett Packard Enterprise CO

Technology
2K
+ 7.14%
$14.77 - $24.42 $29.5K - $48.8K
30K $462K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
10K
+ 7.03%
$2.52 - $4.08 $25.2K - $40.8K
152K $397K
SITE
Site One Landscape Supply, Inc.

Industrials
3.17K
+ 6.17%
$120.25 - $147.7 $381K - $467K
54.4K $6.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
512
+ 2.05%
$507.05 - $563.67 $260K - $289K
25.5K $13.1M
MRK
Merck & Co., Inc.

Healthcare
3.67K
+ 5.16%
$83.01 - $101.02 $305K - $371K
74.8K $6.71M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.71K
+ 3.48%
$80.08 - $92.93 $217K - $252K
80.5K $6.49M
DIS
Walt Disney CO

Communication Services
86
+ 0.11%
$96.87 - $114.0 $8.33K - $9.8K
76.6K $7.56M
TTD
Trade Desk, Inc.

Technology
8
+ 0.04%
$53.59 - $126.58 $429 - $1.01K
20K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
826
+ 6.93%
$222.15 - $428.22 $183K - $354K
12.7K $3.3M
AVTR
Avantor, Inc.

Basic Materials
166K
+ 15.04%
$15.5 - $22.57 $2.58M - $3.75M
1.27M $20.6M
MSFT
Microsoft Corp

Technology
186
+ 0.28%
$375.39 - $447.2 $69.8K - $83.2K
65.6K $24.6M
SHYF
Shyft Group, Inc.

Industrials
116K
+ 8.97%
$8.09 - $12.59 $940K - $1.46M
1.41M $11.4M
CMPO
Compo Secure, Inc.

Industrials
24.4K
+ 1.6%
$10.39 - $17.2 $254K - $420K
1.55M $16.8M
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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