Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $976 Million
  • Q3 2025

Zuckerman Investment Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $976 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ulta Beauty, Inc. with a value of $57.5M, Vertiv Holdings CO with a value of $57.1M, Alphabet Inc. with a value of $39.7M, Mckesson Corp with a value of $36.5M, and Microsoft Corp with a value of $34.8M.

Examining the 13F form we can see an increase of $7.47M in the current position value, from $969M to 976M.

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 $976 Million
Industrials: $166 Million
ETFs: $165 Million
Consumer Cyclical: $164 Million
Financial Services: $136 Million
Healthcare: $130 Million
Technology: $100 Million
Communication Services: $85.2 Million
Basic Materials: $21.7 Million
Other: $8.87 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.39 Million 0.14% of portfolio
68,017
Q3 2025 Reduced 20.0%
$0
$943,000 0.1% of portfolio
92,800
Q3 2025 Added 9.18%
$0
$309,000 0.03% of portfolio
41,074
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $976 Million
  • Prior Value $969 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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