Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $928 Million
  • Q3 2024

Zuckerman Investment Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $928 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $71M, Ulta Beauty, Inc. with a value of $38.7M, Pentair PLC with a value of $35.2M, Csw Industrials, Inc. with a value of $32.3M, and Mckesson Corp with a value of $29.8M.

Examining the 13F form we can see an increase of $89.5M in the current position value, from $839M to 928M.

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 $928 Million
Industrials: $195 Million
Consumer Cyclical: $189 Million
Financial Services: $137 Million
ETFs: $127 Million
Healthcare: $103 Million
Technology: $84.2 Million
Communication Services: $59.1 Million
Basic Materials: $25.6 Million
Other: $8.08 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$900,000 0.1% of portfolio
43,000
Q1 2024 New
$0
$294,000 0.03% of portfolio
41,074
Q1 2024 New
$0
$206,000 0.02% of portfolio
15,000
Q1 2024 New
$0
$90,000 0.01% of portfolio
18,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $928 Million
  • Prior Value $839 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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