Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $954 Million
  • Q4 2024

Zuckerman Investment Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $954 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $60.9M, Ulta Beauty, Inc. with a value of $47.9M, Mckesson Corp with a value of $35.1M, Alphabet Inc. with a value of $31.5M, and Pentair PLC with a value of $31M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $928M to 954M.

Zuckerman Investment Group, LLC is based out at Chicago, IL

Below you can find more details about Zuckerman Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $954 Million
Consumer Cyclical: $201 Million
Industrials: $191 Million
ETFs: $140 Million
Financial Services: $139 Million
Healthcare: $106 Million
Technology: $78.1 Million
Communication Services: $66.6 Million
Basic Materials: $24.5 Million
Other: $7.71 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.7B
$60.9 Million 6.38% of portfolio
702,450
Q4 2024 Reduced 14.29%
$17.6B
$47.9 Million 5.03% of portfolio
110,211
Q4 2024 Added 10.8%
$95.1B
$35.1 Million 3.68% of portfolio
61,567
Q4 2024 Added 2.03%
$960B
$31.5 Million 3.3% of portfolio
166,319
Q4 2024 Added 7.79%
$14.4B
$31 Million 3.25% of portfolio
307,978
Q4 2024 Reduced 14.34%
$98B
$29.2 Million 3.06% of portfolio
197,305
Q4 2024 Reduced 2.59%
$681B
$28.8 Million 3.02% of portfolio
63,435
Q4 2024 Added 1.1%
$4.41B
$28.6 Million 3.0% of portfolio
81,139
Q4 2024 Reduced 7.82%
$10.7B
$28.3 Million 2.97% of portfolio
123,764
Q4 2024 Reduced 8.76%
$2.86T
$27.6 Million 2.89% of portfolio
65,418
Q4 2024 Added 0.72%
$3.42T
$24 Million 2.52% of portfolio
95,918
Q4 2024 Reduced 0.48%
$166B
$23.3 Million 2.45% of portfolio
97,378
Q4 2024 Reduced 13.44%
$164M
$23.4 Million 2.45% of portfolio
1,525,207
Q4 2024 Added 85.02%
$11.5B
$23.3 Million 2.44% of portfolio
1,105,832
Q4 2024 Added 18.24%
$1.31T
$23.2 Million 2.43% of portfolio
39,308
Q4 2024 Reduced 0.32%
$22.5B
$22.5 Million 2.36% of portfolio
467,701
Q4 2024 Added 0.8%
$15.2B
$19.3 Million 2.03% of portfolio
92,140
Q4 2024 New
$1.96T
$19.3 Million 2.03% of portfolio
88,167
Q4 2024 Reduced 0.33%
$589M
$18.3 Million 1.92% of portfolio
1,944,983
Q4 2024 Added 6.87%
$3.57B
$17.8 Million 1.87% of portfolio
532,114
Q4 2024 Reduced 1.94%
$470B
$15.7 Million 1.64% of portfolio
23
Q4 2024 Added 9.52%
$331M
$15.2 Million 1.59% of portfolio
1,294,886
Q4 2024 Added 1.39%
$689B
$14.7 Million 1.54% of portfolio
61,301
Q4 2024 Added 1.2%
$601M
$14.7 Million 1.54% of portfolio
672,468
Q4 2024 Added 4.83%
$378B
$13.6 Million 1.42% of portfolio
76,390
Q4 2024 Reduced 0.24%
$165B
$11.6 Million 1.22% of portfolio
153,662
Q4 2024 Reduced 11.52%
$1.75B
$11.2 Million 1.17% of portfolio
1,149,110
Q4 2024 Added 41.42%
$4.02B
$11.1 Million 1.16% of portfolio
119,696
Q4 2024 Reduced 24.2%
$113B
$10.4 Million 1.09% of portfolio
114,070
Q4 2024 Added 0.51%
$2.27B
$8.86 Million 0.93% of portfolio
187,441
Q4 2024 Reduced 32.15%
$181B
$8.52 Million 0.89% of portfolio
76,505
Q4 2024 Added 2.49%
$9.8B
$8.23 Million 0.86% of portfolio
118,860
Q4 2024 Reduced 68.2%
$221B
$8.25 Million 0.86% of portfolio
72,911
Q4 2024 Reduced 0.03%
$240B
$7.08 Million 0.74% of portfolio
71,128
Q4 2024 Added 4.06%
$5.58B
$6.76 Million 0.71% of portfolio
51,265
Q4 2024 New
$711B
$4.81 Million 0.5% of portfolio
11,922
Q4 2024 Added 4.73%
$547B
$2.45 Million 0.26% of portfolio
7,749
Q4 2024 Added 5.34%
$205B
$2.48 Million 0.26% of portfolio
16,282
Q4 2024 Added 17.77%
$23.8B
$2.35 Million 0.25% of portfolio
20,000
Q4 2024 Reduced 0.01%
$221B
$2.37 Million 0.25% of portfolio
10,760
Q4 2024 Reduced 8.6%
$127B
$2.39 Million 0.25% of portfolio
42,202
Q4 2024 Reduced 17.8%
$429B
$2.24 Million 0.23% of portfolio
15,477
Q4 2024 Reduced 3.49%
$23.1B
$2.08 Million 0.22% of portfolio
11,927
Q4 2024 Reduced 80.15%
$358B
$2.02 Million 0.21% of portfolio
5,183
Q4 2024 Added 8.2%
$0
$2.01 Million 0.21% of portfolio
92,000
Q4 2024 Added 113.95%
$186B
$1.87 Million 0.2% of portfolio
46,779
Q4 2024 Added 4.22%
$9.56B
$1.65 Million 0.17% of portfolio
10,520
Q4 2023 New
$23.3B
$1.64 Million 0.17% of portfolio
8,415
Q3 2020 Reduced 22.93%
$506B
$1.52 Million 0.16% of portfolio
2,883
Q4 2024 Added 10.5%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $954 Million
  • Prior Value $928 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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