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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78B
$498,000 0.05% of portfolio
20,300
Q1 2025 Added 97.09%
$201M
$499,000 0.05% of portfolio
38,000
Q2 2025 Reduced 43.28%
$42.6B
$504,000 0.05% of portfolio
13,147
Q2 2025 Reduced 5.62%
$2.64B
$440,000 0.05% of portfolio
36,250
Q4 2024 Reduced 2.14%
$127B
$519,000 0.05% of portfolio
1,884
Q2 2025 Added 11.35%
$123B
$442,000 0.05% of portfolio
2,959
Q1 2025 New
$9.19B
$358,000 0.04% of portfolio
1,205
Q1 2025 Reduced 8.71%
$1.85B
$343,000 0.04% of portfolio
8,000
Q1 2025 Added 33.33%
$1.27T
$388,000 0.04% of portfolio
1,717
Q2 2025 Added 4.06%
$112B
$410,000 0.04% of portfolio
5,952
Q2 2025 Reduced 22.22%
$66.3B
$349,000 0.04% of portfolio
4,520
Q2 2025 New
$2.65B
$421,000 0.04% of portfolio
19,647
Q2 2025 Reduced 1.88%
$0
$435,000 0.04% of portfolio
8,000
Q2 2025 Added 59.46%
$306B
$321,000 0.03% of portfolio
4,543
Q1 2025 Reduced 2.05%
$17B
$262,000 0.03% of portfolio
850
Q1 2024 Added 3.66%
$0
$292,000 0.03% of portfolio
41,074
Q1 2024 New
$63.5B
$258,000 0.03% of portfolio
2,560
Q2 2025 Added 0.2%
$0
$269,000 0.03% of portfolio
1,251
Q1 2025 Added 0.48%
$0
$273,000 0.03% of portfolio
2,485
Q2 2025 New
$0
$243,000 0.03% of portfolio
10,000
Q2 2025 Reduced 16.67%
$5.17B
$248,000 0.03% of portfolio
4,333
Q2 2025 Reduced 5.52%
$27.5B
$303,000 0.03% of portfolio
12,400
Q2 2025 Reduced 0.24%
$976M
$177,000 0.02% of portfolio
35,000
Q1 2025 Added 2.94%
$53.5B
$215,000 0.02% of portfolio
3,457
Q2 2025 New
$30.2B
$229,000 0.02% of portfolio
3,940
Q2 2025 New
$1.04B
$158,000 0.02% of portfolio
15,000
Q2 2025 New
$0
$202,000 0.02% of portfolio
2,457
Q2 2025 New
$79.3B
$232,000 0.02% of portfolio
1,400
Q4 2024 Reduced 0.07%
$59.7B
$213,000 0.02% of portfolio
2,500
Q1 2025 New
$324B
$213,000 0.02% of portfolio
1,886
Q2 2025 Added 1.23%
$0
$162,000 0.02% of portfolio
67,234
Q2 2025 Reduced 55.84%
$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%
$439B
$221,000 0.02% of portfolio
224
Q2 2025 New
$150B
$221,000 0.02% of portfolio
1,123
Q2 2025 New
$46.7B
$213,000 0.02% of portfolio
6,317
Q2 2025 Reduced 43.92%
$99.2B
$240,000 0.02% of portfolio
874
Q2 2025 Reduced 40.71%
$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
$199M
$74,000 0.01% of portfolio
20,000
Q4 2024 New
$510M
$124,000 0.01% of portfolio
88,000
Q2 2025 Reduced 14.56%
Amesite Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 16.67%
Coreweave Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Mach Natural Resources LP
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 12.62%
Morgan Stanley Direct Lendin
-
$0 0.0% of portfolio
-
Q1 2025 Added 22.22%
Cxapp Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 93.86%
Landbridge Company LLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 81.63%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 12.47%
Kayne Anderson Bdc Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 50.0%

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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