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 Market Cap. of $50 Millions to $300 Millions

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

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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