Zuckerman Investment Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $839 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 $71.4M, Ulta Beauty, Inc. with a value of $37.9M, Mckesson Corp with a value of $35.2M, Dick'S Sporting Goods, Inc. with a value of $29.7M, and Microsoft Corp with a value of $29M.

Examining the 13F form we can see an increase of $1.97M in the current position value, from $837M to 839M.

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 $839 Million
Consumer Cyclical: $165 Million
Industrials: $164 Million
Financial Services: $123 Million
ETFs: $122 Million
Healthcare: $102 Million
Technology: $79.2 Million
Communication Services: $55.7 Million
Basic Materials: $20.6 Million
Other: $6.48 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $839 Million
  • Prior Value $837 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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