ZI

Zuckerman Investment Group, LLC

13F
Zuckerman Investment Group, LLC
Last update 2025-05-15 163 Stocks (18 new)
Value $931.00 Mil Turnover 3 %
Countries:
Zuckerman Investment Group, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VRT
Vertiv Holdings Co
680,698
49,146.4
-3.10%
5.280
-0.24%
0.180
+66.97%
+14.68%
49,616.1
Industrial Products
ULTA
Ulta Beauty Inc
109,160
40,011.5
-0.95%
4.300
-0.04%
0.240
+34.51%
+16.82%
22,836.9
Retail - Cyclical
MCK
McKesson Corp
58,691
39,498.6
-4.67%
4.240
-0.17%
0.050
+3.24%
+25.55%
89,181.2
Medical Distribution
BRK.B
Berkshire Hathaway Inc
60,390
32,162.7
-4.80%
3.450
-0.14%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance
KVUE
Kenvue Inc
1,091,041
26,163.2
-2.76%
2.810
-0.06%
0.060
-0.88%
+7.55%
43,274.8
Consumer Packaged Goods
GOOGL
Alphabet Inc
164,203
25,392.3
-1.27%
2.730
-0.04%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media
MSFT
Microsoft Corp
65,604
24,627.0
+0.28%
2.640
+0.01%
0.000
+35.37%
+20.48%
3,759,901.0
Software
DKS
Dick's Sporting Goods Inc
120,796
24,347.6
-2.40%
2.610
-0.07%
0.150
+18.38%
-4.09%
17,363.3
Retail - Cyclical
YUMC
Yum China Holdings Inc
464,073
24,159.6
-0.78%
2.590
-0.02%
0.120
+5.43%
+2.95%
18,138.0
Restaurants
PGR
Progressive Corp
82,683
23,400.1
-15.09%
2.510
-0.35%
0.010
-6.57%
+5.37%
145,102.1
Insurance

Zuckerman Investment Group, LLC's Historical Top Holdings Breakdowns

Zuckerman Investment Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICLR
Icon PLC
2025-03-31
Add
Add
+0.71%
174.99 ($193.87) 222.58
$167.89
-13.40%
Add 40.94%
129,863
37,723
PNR
Pentair PLC
2025-03-31
Reduce
Reduce
-0.67%
84 ($95.31) 105.35
$103.63
8.73%
Reduce -22.1%
239,910
-68,068
HSIC
Henry Schein Inc
2025-03-31
Add
Add
+0.61%
68.49 ($73.84) 81.91
$74.19
0.47%
Add 69.64%
201,639
82,779
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.54%
64.98 ($87.82) 124.62
$154.63
76.08%
Reduce -43.49%
86,829
-66,833
CSWC
Capital Southwest Corp
2025-03-31
Reduce
Reduce
-0.53%
21.69 ($22.58) 23.81
$23.26
3.01%
Reduce -36.5%
427,020
-245,448
RHLD
Resolute Holdings Management Inc
2025-03-31
New Buy
New Buy
+0.43%
26 ($35.46) 50.49
$43.00
21.26%
New holding
126,678
126,678
PGR
Progressive Corp
2025-03-31
Reduce
Reduce
-0.35%
235.61 ($261.55) 291.22
$247.53
-5.36%
Reduce -15.09%
82,683
-14,695
AVTR
Avantor Inc
2025-03-31
Add
Add
+0.29%
15.5 ($18.94) 22.57
$13.60
-28.19%
Add 15.04%
1,272,101
166,269
VRT
Vertiv Holdings Co
2025-03-31
Reduce
Reduce
-0.24%
72.2 ($106.44) 153.49
$130.19
22.31%
Reduce -3.1%
680,698
-21,752
MCK
McKesson Corp
2025-03-31
Reduce
Reduce
-0.17%
566.21 ($618.25) 672.99
$714.00
15.49%
Reduce -4.67%
58,691
-2,876

Zuckerman Investment Group, LLC Total Holding History ($B)

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Zuckerman Investment Group, LLC's Asset Allocation

To

Zuckerman Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Zuckerman Investment Group, LLC's Hypothetical Growth since 2025-03-31

Zuckerman Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Zuckerman Investment Group, LLC's Holdings Heat Map

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Zuckerman Investment Group, LLC's Holdings Bubble Chart

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