Zuckerman Investment Group, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $837 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $90.1M, Ulta Beauty, Inc. with a value of $38.3M, Mckesson Corp with a value of $32.3M, Pentair PLC with a value of $31.5M, and Dick'S Sporting Goods, Inc. with a value of $31.3M.
Examining the 13F form we can see an increase of $114M in the current position value, from $723M to 837M.
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
$837 Million
Industrials: $185 Million
Consumer Cyclical: $161 Million
Financial Services: $123 Million
ETFs: $116 Million
Healthcare: $96.7 Million
Technology: $74 Million
Communication Services: $50.4 Million
Basic Materials: $24.7 Million
Other: $6.34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions