Zuckerman Investment Group, LLC Reduced Holdings in Q1 2025

Zuckerman Investment Group, LLC

  • $899 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PNR
Pentair PLC

Industrials
-68.1K
- 22.1%
$84.0 - $105.35 $5.72M - $7.17M
240K $21M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.05K
- 0.95%
$314.47 - $431.35 $331K - $453K
109K $40M
KKR
Kkr & Co. Inc.

Financial Services
-4.83K
- 2.45%
$108.17 - $167.07 $523K - $808K
192K $22.3M
GOOGL
Alphabet Inc.

Communication Services
-2.12K
- 1.27%
$154.33 - $206.19 $327K - $436K
164K $25.4M
CSWI
Csw Industrials, Inc.

Industrials
-971
- 1.2%
$283.77 - $396.86 $276K - $385K
80.2K $23.4M
CSWC
Capital Southwest Corp

Financial Services
-245K
- 36.5%
$21.69 - $23.81 $5.32M - $5.84M
427K $9.53M
PLTR
Palantir Technologies Inc.

Technology
-66.8K
- 43.49%
$64.98 - $124.62 $4.34M - $8.33M
86.8K $7.33M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-2.97K
- 2.4%
$186.55 - $250.04 $554K - $742K
121K $24.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.15K
- 1.31%
$190.26 - $242.06 $219K - $279K
87K $16.6M
AAPL
Apple Inc.

Technology
-317
- 0.33%
$209.68 - $247.1 $66.5K - $78.3K
95.6K $21.2M
VRT
Vertiv Holdings CO

Industrials
-21.8K
- 3.1%
N/A
681K $59M
META
Meta Platforms, Inc.

Communication Services
-1.66K
- 4.23%
$576.36 - $736.67 $957K - $1.22M
37.6K $21.7M
BCO
Brinks CO

Industrials
-5.24K
- 4.38%
$83.39 - $96.29 $437K - $504K
114K $9.86M
HLMN
Hillman Solutions Corp.

Industrials
-13.1K
- 1.14%
$8.69 - $10.5 $113K - $137K
1.14M $9.99M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-2.62K
- 5.45%
$246.3 - $299.62 $645K - $785K
45.5K $11.9M
CHWY
Chewy, Inc.

Consumer Cyclical
-15.4K
- 2.89%
$31.83 - $39.8 $489K - $612K
517K $16.8M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-20.8K
- 2.05%
$19.28 - $22.3 $400K - $463K
994K $19.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-208
- 1.29%
$360.07 - $417.26 $74.9K - $86.8K
15.9K $5.73M
CDW
Cdw Corp

Technology
-2.08K
- 17.4%
$160.26 - $206.13 $333K - $428K
9.85K $1.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-42
- 0.4%
$468.34 - $539.52 $19.7K - $22.7K
10.5K $4.93M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-13K
- 14.44%
$11.63 - $13.3 $151K - $173K
77K $895K
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 0.42%
$347.25 - $424.87 $7.64K - $9.35K
5.16K $1.89M
XLF
Financial Sector Spdr

ETFs
-7.25K
- 4.05%
$47.32 - $52.19 $343K - $378K
172K $8.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 0.99%
$497.6 - $606.74 $7.96K - $9.71K
1.6K $796K
LLY
Eli Lilly & CO

Healthcare
-76
- 7.79%
$725.72 - $929.72 $55.2K - $70.7K
900 $743K
Kenvue Inc
-31K
- 2.76%
N/A
1.09M $0
Grayscale Ethereum Trust ETF
-4K
- 20.0%
N/A
16K $0
UHALB
Amerco Com Ser N
-476
- 0.42%
N/A
114K $0
Mach Natural Resources LP
-2K
- 1.9%
N/A
103K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-78
- 0.88%
$77.7 - $78.94 $6.06K - $6.16K
8.8K $694K
MOH
Molina Healthcare, Inc.

Healthcare
-115
- 8.71%
$266.57 - $333.27 $30.7K - $38.3K
1.21K $396K
XLB
Select Sector Spdr Fd Material

ETFs
-268
- 1.19%
$83.19 - $90.99 $22.3K - $24.4K
22.3K $1.92M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-363
- 1.03%
$39.18 - $43.52 $14.2K - $15.8K
35K $1.46M
MA
Mastercard Inc

Financial Services
-47
- 1.63%
$504.67 - $576.31 $23.7K - $27.1K
2.84K $1.55M
KO
Coca Cola CO

Consumer Defensive
-95
- 2.05%
$60.81 - $72.32 $5.78K - $6.87K
4.54K $325K
XOM
Exxon Mobil Corp

Energy
-8
- 0.2%
$105.44 - $118.93 $844 - $951
3.95K $470K
UNH
Unitedhealth Group Inc

Healthcare
-6
- 0.23%
$461.52 - $548.18 $2.77K - $3.29K
2.6K $1.36M
UBER
Uber Technologies, Inc

Technology
-507
- 7.63%
$63.17 - $81.49 $32K - $41.3K
6.14K $446K
PGR
Progressive Corp

Financial Services
-14.7K
- 15.09%
$235.61 - $291.22 $3.46M - $4.28M
82.7K $23.4M
VZ
Verizon Communications Inc

Communication Services
-2.42K
- 5.16%
$37.81 - $46.49 $91.3K - $112K
44.4K $2.01M
JPM
Jpmorgan Chase & CO

Financial Services
-735
- 1.2%
$225.19 - $279.95 $166K - $206K
60.6K $14.9M
VDE
Vanguard Energy ETF

ETFs
-5.99K
- 4.88%
$119.14 - $132.76 $713K - $795K
117K $15.1M
JNJ
Johnson & Johnson

Healthcare
-316
- 2.04%
$142.06 - $167.7 $44.9K - $53K
15.2K $2.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.01K
- 1.19%
$42.5 - $46.71 $255K - $281K
500K $22.6M
SBUX
Starbucks Corp

Consumer Cyclical
-3.36K
- 2.95%
$91.75 - $115.81 $309K - $390K
111K $10.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 8.7%
$663000.0 - $801950.0 $1.33M - $1.6M
21 $16.8M
ABT
Abbott Laboratories

Healthcare
-163
- 0.22%
$111.1 - $140.22 $18.1K - $22.9K
72.7K $9.65M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-3.63K
- 0.78%
$42.3 - $53.69 $153K - $195K
464K $24.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.05K
- 4.8%
$442.66 - $534.52 $1.35M - $1.63M
60.4K $32.2M
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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