Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $899 Million
  • Q1 2025

Zuckerman Investment Group, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $899 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $59M, Ulta Beauty, Inc. with a value of $40M, Mckesson Corp with a value of $39.5M, Berkshire Hathaway Inc Class B with a value of $32.2M, and Alphabet Inc. with a value of $25.4M.

Examining the 13F form we can see an decrease of $54.2M in the current position value, from $954M to 899M.

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 $899 Million
Consumer Cyclical: $186 Million
Industrials: $162 Million
ETFs: $138 Million
Financial Services: $133 Million
Healthcare: $123 Million
Technology: $67.8 Million
Communication Services: $58.1 Million
Basic Materials: $22 Million
Other: $8.36 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$341M
$21.9 Million 2.44% of portfolio
1,843,693
Q1 2025 Reduced 5.21%
$440M
$11.4 Million 1.27% of portfolio
1,411,072
Q1 2025 Added 8.97%
$1.91B
$9.99 Million 1.11% of portfolio
1,136,058
Q1 2025 Reduced 1.14%
$619M
$9.53 Million 1.06% of portfolio
427,020
Q1 2025 Reduced 36.5%
$611M
$573,000 0.06% of portfolio
109,050
Q4 2024 Added 12.95%
$1.89B
$346,000 0.04% of portfolio
8,000
Q1 2025 Added 33.33%
$1.15B
$234,000 0.03% of portfolio
30,000
Q2 2021 Added 100.0%
$967M
$185,000 0.02% of portfolio
35,000
Q1 2025 Added 2.94%
$1.23B
$152,000 0.02% of portfolio
14,250
Q1 2022 New
$491M
$163,000 0.02% of portfolio
103,000
Q1 2025 Added 28.75%
$1.4B
$120,000 0.01% of portfolio
15,000
Q1 2025 New
$397M
$33,000 0.0% of portfolio
50,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $899 Million
  • Prior Value $954 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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