Zuckerman Investment Group, LLC Reduced Holdings in Q2 2025

Zuckerman Investment Group, LLC

  • $969 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-575
- 0.95%
$483.48 - $539.8 $278K - $310K
59.8K $29.1M
MCK
Mckesson Corp

Healthcare
-8.78K
- 14.96%
$652.83 - $732.78 $5.73M - $6.44M
49.9K $36.6M
PGR
Progressive Corp

Financial Services
-291
- 0.35%
$255.27 - $288.74 $74.3K - $84K
82.4K $22M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.46K
- 50.64%
$221.86 - $362.89 $1.43M - $2.34M
6.29K $2M
IBM
International Business Machines Corp

Technology
-4.18K
- 38.77%
$221.03 - $294.78 $923K - $1.23M
6.6K $1.94M
PLTR
Palantir Technologies Inc.

Technology
-36.9K
- 42.49%
$74.01 - $144.25 $2.73M - $5.32M
49.9K $6.81M
CSWI
Csw Industrials, Inc.

Industrials
-281
- 0.35%
$254.34 - $336.43 $71.5K - $94.5K
79.9K $22.9M
VMEO
Vimeo, Inc.

Technology
-55K
- 50.44%
$3.89 - $5.27 $214K - $290K
54.1K $218K
ARCC
Ares Capital Corp

Financial Services
-15.2K
- 15.2%
$18.91 - $22.43 $288K - $342K
85K $1.87M
JNJ
Johnson & Johnson

Healthcare
-494
- 3.26%
$146.36 - $159.82 $72.3K - $79K
14.7K $2.24M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-85K
- 55.84%
$2.06 - $3.0 $175K - $255K
67.2K $162K
PFE
Pfizer Inc

Healthcare
-5.37K
- 9.42%
$21.59 - $24.84 $116K - $133K
51.6K $1.25M
CME
Cme Group Inc.

Financial Services
-600
- 40.71%
$252.37 - $290.71 $151K - $174K
874 $240K
BWAY
Brainsway Ltd.

Healthcare
-29K
- 43.28%
$7.86 - $13.15 $228K - $381K
38K $499K
NVO
Novo Nordisk A S

Healthcare
-1.7K
- 22.22%
$58.08 - $81.05 $98.7K - $138K
5.95K $410K
BKR
Baker Hughes CO

Energy
-783
- 5.62%
$35.0 - $44.92 $27.4K - $35.2K
13.1K $504K
HPQ
Hp Inc

Technology
-30
- 0.24%
$21.88 - $29.32 $656 - $880
12.4K $303K
GERN
Geron Corp

Healthcare
-15K
- 14.56%
$1.18 - $1.62 $17.7K - $24.3K
88K $124K
IEMG
Ishares Inc

ETFs
-111
- 0.25%
N/A
44.6K $2.39M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-2K
- 16.67%
$18.34 - $24.56 $36.7K - $49.1K
10K $243K
Cxapp Inc
-612K
- 93.86%
N/A
40K $0
Kenvue Inc
-136K
- 12.47%
N/A
955K $0
Mach Natural Resources LP
-13K
- 12.62%
N/A
90K $0
HWC
Hancock Whitney Corp

Financial Services
-253
- 5.52%
$46.05 - $58.03 $11.7K - $14.7K
4.33K $248K
MMM
3 M CO

Industrials
-3
- 0.08%
$126.09 - $154.15 $378 - $462
3.6K $548K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-126
- 1.34%
$114.78 - $133.31 $14.5K - $16.8K
9.29K $1.24M
FTNT
Fortinet, Inc.

Technology
-57
- 1.13%
$84.71 - $108.69 $4.83K - $6.2K
5K $528K
ETN
Eaton Corp PLC

Industrials
-401
- 16.7%
$246.52 - $356.99 $98.9K - $143K
2K $713K
HPE
Hewlett Packard Enterprise CO

Technology
-4K
- 13.33%
$12.51 - $20.45 $50K - $81.8K
26K $531K
OSCR
Oscar Health, Inc.

Healthcare
-377
- 1.88%
$11.6 - $21.44 $4.37K - $8.08K
19.6K $421K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-978
- 9.31%
$416.06 - $551.64 $407K - $540K
9.53K $5.26M
BCO
Brinks CO

Industrials
-169
- 0.15%
$82.06 - $94.4 $13.9K - $16K
114K $10.2M
CEG
Constellation Energy Corp

Utilities
-140
- 3.17%
$170.96 - $322.76 $23.9K - $45.2K
4.28K $1.38M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-9.8K
- 5.52%
$30.31 - $53.25 $297K - $522K
168K $7.8M
CHWY
Chewy, Inc.

Consumer Cyclical
-22.8K
- 4.41%
$31.21 - $48.21 $712K - $1.1M
494K $21.1M
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
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