Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $899 Million
  • Q1 2025

Zuckerman Investment Group, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $899 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $59M, Ulta Beauty, Inc. with a value of $40M, Mckesson Corp with a value of $39.5M, Berkshire Hathaway Inc Class B with a value of $32.2M, and Alphabet Inc. with a value of $25.4M.

Examining the 13F form we can see an decrease of $54.2M in the current position value, from $954M to 899M.

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 $899 Million
Consumer Cyclical: $186 Million
Industrials: $162 Million
ETFs: $138 Million
Financial Services: $133 Million
Healthcare: $123 Million
Technology: $67.8 Million
Communication Services: $58.1 Million
Basic Materials: $22 Million
Other: $8.36 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.7B
$59 Million 6.56% of portfolio
680,698
Q1 2025 Reduced 3.1%
$26.4B
$40 Million 4.45% of portfolio
109,160
Q1 2025 Reduced 0.95%
$94.7B
$39.5 Million 4.39% of portfolio
58,691
Q1 2025 Reduced 4.67%
$606B
$32.2 Million 3.58% of portfolio
60,390
Q1 2025 Reduced 4.8%
$1.2T
$25.4 Million 2.82% of portfolio
164,203
Q1 2025 Reduced 1.27%
$3.95T
$24.6 Million 2.74% of portfolio
65,604
Q1 2025 Added 0.28%
$12.3B
$24.3 Million 2.71% of portfolio
120,796
Q1 2025 Reduced 2.4%
$18.8B
$24.2 Million 2.69% of portfolio
464,073
Q1 2025 Reduced 0.78%
$142B
$23.4 Million 2.6% of portfolio
82,683
Q1 2025 Reduced 15.09%
$4.52B
$23.4 Million 2.6% of portfolio
80,168
Q1 2025 Reduced 1.2%
$13.8B
$22.7 Million 2.53% of portfolio
129,863
Q1 2025 Added 40.94%
$127B
$22.3 Million 2.47% of portfolio
192,471
Q1 2025 Reduced 2.45%
$351M
$21.9 Million 2.44% of portfolio
1,843,693
Q1 2025 Reduced 5.21%
$1.73T
$21.7 Million 2.41% of portfolio
37,647
Q1 2025 Reduced 4.23%
$3.69T
$21.2 Million 2.36% of portfolio
95,601
Q1 2025 Reduced 0.33%
$17.5B
$21 Million 2.33% of portfolio
239,910
Q1 2025 Reduced 22.1%
$3.32B
$19.2 Million 2.13% of portfolio
993,918
Q1 2025 Reduced 2.05%
$4.04B
$16.8 Million 1.87% of portfolio
516,740
Q1 2025 Reduced 2.89%
$285M
$16.8 Million 1.87% of portfolio
1,549,632
Q1 2025 Added 1.6%
$423B
$16.8 Million 1.86% of portfolio
21
Q1 2025 Reduced 8.7%
$2.26T
$16.6 Million 1.84% of portfolio
87,014
Q1 2025 Reduced 1.31%
$351B
$16.2 Million 1.8% of portfolio
77,290
Q1 2025 Added 1.18%
$859B
$14.9 Million 1.65% of portfolio
60,566
Q1 2025 Reduced 1.2%
$9.19B
$13.8 Million 1.54% of portfolio
201,639
Q1 2025 Added 69.64%
$440M
$11.4 Million 1.27% of portfolio
1,411,072
Q1 2025 Added 8.97%
$106B
$10.9 Million 1.21% of portfolio
110,706
Q1 2025 Reduced 2.95%
$1.92B
$9.99 Million 1.11% of portfolio
1,136,058
Q1 2025 Reduced 1.14%
$5.06B
$9.86 Million 1.1% of portfolio
114,457
Q1 2025 Reduced 4.38%
$229B
$9.65 Million 1.07% of portfolio
72,748
Q1 2025 Reduced 0.22%
$628M
$9.53 Million 1.06% of portfolio
427,020
Q1 2025 Reduced 36.5%
$207B
$7.56 Million 0.84% of portfolio
76,591
Q1 2025 Added 0.11%
$367B
$7.33 Million 0.81% of portfolio
86,829
Q1 2025 Reduced 43.49%
$3.55B
$6.96 Million 0.77% of portfolio
177,608
Q1 2025 Reduced 5.25%
$203B
$6.71 Million 0.75% of portfolio
74,799
Q1 2025 Added 5.16%
$6.19B
$6.61 Million 0.73% of portfolio
54,430
Q1 2025 Added 6.17%
$1.08T
$3.3 Million 0.37% of portfolio
12,748
Q1 2025 Added 6.93%
$210B
$2.68 Million 0.3% of portfolio
10,771
Q1 2025 Added 0.1%
$551B
$2.73 Million 0.3% of portfolio
7,803
Q1 2025 Added 0.7%
$99B
$2.57 Million 0.29% of portfolio
42,202
Q4 2024 Reduced 17.8%
$202B
$2.49 Million 0.28% of portfolio
16,620
Q1 2025 Added 2.08%
$452B
$2.51 Million 0.28% of portfolio
15,161
Q1 2025 Reduced 2.04%
$0
$2.22 Million 0.25% of portfolio
100,250
Q1 2025 Added 8.97%
$182B
$2.01 Million 0.22% of portfolio
44,364
Q1 2025 Reduced 5.16%
$26.4B
$1.9 Million 0.21% of portfolio
8,415
Q3 2020 Reduced 22.93%
$405B
$1.89 Million 0.21% of portfolio
5,161
Q1 2025 Reduced 0.42%
$22.2B
$1.58 Million 0.18% of portfolio
9,852
Q1 2025 Reduced 17.4%
$548B
$1.55 Million 0.17% of portfolio
2,836
Q1 2025 Reduced 1.63%
$9.12B
$1.56 Million 0.17% of portfolio
10,520
Q4 2023 New
$138B
$1.44 Million 0.16% of portfolio
56,946
Q1 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $899 Million
  • Prior Value $954 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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