Zuckerman Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $969 Million distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $60.8M, Ulta Beauty, Inc. with a value of $51.9M, Mckesson Corp with a value of $36.6M, Microsoft Corp with a value of $34M, and Kkr & Co. Inc. with a value of $30.4M.
Examining the 13F form we can see an increase of $69.3M in the current position value, from $899M to 969M.
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
$969 Million
Industrials: $189 Million
Consumer Cyclical: $174 Million
ETFs: $156 Million
Financial Services: $139 Million
Healthcare: $119 Million
Technology: $82.4 Million
Communication Services: $77.5 Million
Basic Materials: $24.2 Million
Other: $8.06 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
