Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $969 Million
  • Q2 2025

Zuckerman Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $969 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $60.8M, Ulta Beauty, Inc. with a value of $51.9M, Mckesson Corp with a value of $36.6M, Microsoft Corp with a value of $34M, and Kkr & Co. Inc. with a value of $30.4M.

Examining the 13F form we can see an increase of $69.3M in the current position value, from $899M to 969M.

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 $969 Million
Industrials: $189 Million
Consumer Cyclical: $174 Million
ETFs: $156 Million
Financial Services: $139 Million
Healthcare: $119 Million
Technology: $82.4 Million
Communication Services: $77.5 Million
Basic Materials: $24.2 Million
Other: $8.06 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$440M
$24.3 Million 2.5% of portfolio
1,935,036
Q2 2025 Added 37.13%
$351M
$21.9 Million 2.26% of portfolio
1,873,724
Q2 2025 Added 1.63%
$628M
$10.1 Million 1.05% of portfolio
460,375
Q2 2025 Added 7.81%
$1.92B
$8.23 Million 0.85% of portfolio
1,152,954
Q2 2025 Added 1.49%
$1.78B
$498,000 0.05% of portfolio
20,300
Q1 2025 Added 97.09%
$1.85B
$343,000 0.04% of portfolio
8,000
Q1 2025 Added 33.33%
$976M
$177,000 0.02% of portfolio
35,000
Q1 2025 Added 2.94%
$1.04B
$158,000 0.02% of portfolio
15,000
Q2 2025 New
$1.18B
$242,000 0.02% of portfolio
30,000
Q2 2021 Added 100.0%
$600M
$218,000 0.02% of portfolio
54,050
Q2 2025 Reduced 50.44%
$1.24B
$212,000 0.02% of portfolio
14,250
Q1 2022 New
$378M
$78,000 0.01% of portfolio
15,321
Q2 2025 New
$510M
$124,000 0.01% of portfolio
88,000
Q2 2025 Reduced 14.56%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $969 Million
  • Prior Value $899 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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