Zuckerman Investment Group, LLC Reduced Holdings in Q3 2025

Zuckerman Investment Group, LLC

  • $976 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PTLO
Portillo'S Inc.

Consumer Cyclical
-24.5K
- 1.31%
$6.06 - $12.32 $148K - $302K
1.85M $11.9M
HLMN
Hillman Solutions Corp.

Industrials
-1.14M
- 99.02%
$7.39 - $10.35 $8.44M - $11.8M
11.4K $104K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-157K
- 93.5%
$49.01 - $66.5 $7.69M - $10.4M
10.9K $670K
MRK
Merck & Co., Inc.

Healthcare
-59.4K
- 71.41%
$77.6 - $87.37 $4.61M - $5.19M
23.8K $2M
VRT
Vertiv Holdings CO

Industrials
-42.7K
- 6.09%
N/A
659K $57.1M
PGR
Progressive Corp

Financial Services
-4.68K
- 5.68%
$238.61 - $264.3 $1.12M - $1.24M
77.7K $19.2M
AVTR
Avantor, Inc.

Basic Materials
-60.9K
- 3.41%
$11.18 - $14.21 $681K - $865K
1.72M $21.5M
CHWY
Chewy, Inc.

Consumer Cyclical
-25.5K
- 5.16%
$34.27 - $42.33 $873K - $1.08M
468K $18.9M
KKR
Kkr & Co. Inc.

Financial Services
-9.84K
- 4.3%
$129.95 - $152.16 $1.28M - $1.5M
219K $28.5M
DIS
Walt Disney CO

Communication Services
-4.7K
- 3.91%
$112.25 - $124.0 $527K - $583K
116K $13.2M
META
Meta Platforms, Inc.

Communication Services
-1.37K
- 3.5%
$695.21 - $791.73 $953K - $1.09M
37.9K $27.8M
CSWC
Capital Southwest Corp

Financial Services
-44.9K
- 9.76%
$21.86 - $23.33 $982K - $1.05M
415K $9.08M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.34K
- 2.46%
$211.65 - $238.24 $495K - $557K
92.7K $20.4M
ARCC
Ares Capital Corp

Financial Services
-17K
- 20.0%
$20.41 - $23.25 $347K - $395K
68K $1.39M
AI
C3.Ai, Inc.

Technology
-5K
- 24.63%
$15.46 - $29.16 $77.3K - $146K
15.3K $265K
OSCR
Oscar Health, Inc.

Healthcare
-4.23K
- 21.52%
$13.42 - $20.45 $56.8K - $86.5K
15.4K $291K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.04K
- 32.46%
$293.94 - $444.72 $601K - $909K
4.25K $1.89M
XLU
Utilities Sector Spdr

ETFs
-2.83K
- 11.08%
$81.14 - $87.32 $230K - $247K
22.7K $1.98M
MCK
Mckesson Corp

Healthcare
-2.63K
- 5.27%
$659.01 - $772.54 $1.73M - $2.03M
47.3K $36.5M
KO
Coca Cola CO

Consumer Defensive
-45
- 0.99%
$65.67 - $71.67 $2.96K - $3.23K
4.5K $298K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.79%
$915.95 - $994.57 $3.66K - $3.98K
220 $203K
DEO
Diageo PLC

Consumer Defensive
-5
- 0.2%
$93.64 - $115.33 $468 - $577
2.56K $243K
CME
Cme Group Inc.

Financial Services
-27
- 3.09%
$258.83 - $287.1 $6.99K - $7.75K
847 $228K
SLB
Schlumberger Limited

Energy
-445
- 7.04%
$32.37 - $37.31 $14.4K - $16.6K
5.87K $201K
DHR
Danaher Corp

Healthcare
-23
- 2.05%
$181.46 - $212.2 $4.17K - $4.88K
1.1K $218K
XLF
Financial Sector Spdr

ETFs
-4.85K
- 2.82%
$51.37 - $54.25 $249K - $263K
167K $8.99M
IEMG
Ishares Inc

ETFs
-10
- 0.02%
N/A
44.6K $2.39M
Resolute Hldgs Mgmt Inc
-5.82K
- 4.55%
N/A
122K $0
Cxapp Inc
-3.13K
- 7.83%
N/A
36.9K $0
Landbridge Company LLC
-200
- 2.25%
N/A
8.7K $0
VZ
Verizon Communications Inc

Communication Services
-703
- 1.48%
$40.84 - $45.06 $28.7K - $31.7K
46.8K $2.06M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-33.1K
- 49.19%
$2.4 - $5.57 $79.4K - $184K
34.2K $163K
XOM
Exxon Mobil Corp

Energy
-82
- 2.01%
$105.83 - $117.22 $8.68K - $9.61K
3.99K $450K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-102
- 0.27%
$40.94 - $42.85 $4.18K - $4.37K
38K $1.6M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-420
- 22.27%
$103.83 - $179.9 $43.6K - $75.6K
1.47K $262K
CSWI
Csw Industrials, Inc.

Industrials
-1.48K
- 1.86%
$289.31 - $293.0 $429K - $435K
78.4K $23M
PFE
Pfizer Inc

Healthcare
-58
- 0.11%
$23.29 - $25.88 $1.35K - $1.5K
51.5K $1.31M
BX
Blackstone Inc.

Financial Services
-3
- 0.1%
$152.77 - $188.68 $458 - $566
2.96K $505K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-32
- 0.34%
$132.9 - $142.03 $4.25K - $4.54K
9.26K $1.3M
RTX
Raytheon Technologies Corp

Industrials
-177
- 2.95%
$144.19 - $167.33 $25.5K - $29.6K
5.83K $975K
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.19%
$696.56 - $806.32 $2.09K - $2.42K
1.57K $1.25M
SITE
Site One Landscape Supply, Inc.

Industrials
-3.64K
- 3.77%
$121.97 - $152.97 $443K - $556K
92.7K $11.9M
JNJ
Johnson & Johnson

Healthcare
-758
- 5.17%
$155.17 - $185.42 $118K - $141K
13.9K $2.58M
VDE
Vanguard Energy ETF

ETFs
-3.66K
- 3.08%
$118.37 - $129.65 $433K - $475K
115K $14.5M
VEA
Vanguard Ftse Developed Market

ETFs
-12.7K
- 3.11%
$56.02 - $60.3 $710K - $764K
394K $23.6M
PLTR
Palantir Technologies Inc.

Technology
-10.1K
- 20.26%
$130.68 - $186.97 $1.32M - $1.89M
39.8K $7.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-984
- 1.65%
$459.11 - $506.91 $452K - $499K
58.8K $29.6M
PNR
Pentair PLC

Industrials
-11.3K
- 4.67%
$100.62 - $112.59 $1.14M - $1.28M
232K $25.6M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-2.4K
- 5.07%
$232.86 - $268.01 $559K - $644K
45K $11.7M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Zuckerman Investment Group, LLC Portfolio

Follow Zuckerman Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zuckerman Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zuckerman Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email