ZI
| |
Zuckerman Investment Group, LLC13F | |
| Zuckerman Investment Group, LLC | |
| Last update 2025-05-15 | 163 Stocks (18 new) |
| Value $931.00 Mil | Turnover 3 % |
Zuckerman Investment Group, LL... Top Holdings of 2025-03-31
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| 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 | +74.51% | +10.36% | 47,748.7 | Industrial Products | |
ULTA | Ulta Beauty Inc | 109,160 | 40,011.5 | -0.95% | 4.300 | -0.04% | 0.240 | +32.76% | +15.59% | 22,596.0 | Retail - Cyclical | |
MCK | McKesson Corp | 58,691 | 39,498.6 | -4.67% | 4.240 | -0.17% | 0.050 | +2.16% | +24.75% | 88,615.4 | Medical Distribution | |
BRK.B | Berkshire Hathaway Inc | 60,390 | 32,162.7 | -4.80% | 3.450 | -0.14% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
KVUE | Kenvue Inc | 1,091,041 | 26,163.2 | -2.76% | 2.810 | -0.06% | 0.060 | -1.39% | +8.17% | 43,524.4 | Consumer Packaged Goods | |
GOOGL | Alphabet Inc | 164,203 | 25,392.3 | -1.27% | 2.730 | -0.04% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
MSFT | Microsoft Corp | 65,604 | 24,627.0 | +0.28% | 2.640 | +0.01% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
DKS | Dick's Sporting Goods Inc | 120,796 | 24,347.6 | -2.40% | 2.610 | -0.07% | 0.150 | +19.49% | -5.04% | 17,190.3 | Retail - Cyclical | |
YUMC | Yum China Holdings Inc | 464,073 | 24,159.6 | -0.78% | 2.590 | -0.02% | 0.120 | +9.27% | +2.07% | 17,986.9 | Restaurants | |
PGR | Progressive Corp | 82,683 | 23,400.1 | -15.09% | 2.510 | -0.35% | 0.010 | -6.64% | +5.30% | 145,008.3 | Insurance |
Zuckerman Investment Group, LLC's Historical Top Holdings Breakdowns
Zuckerman Investment Group, LLC's Top Stock Picks
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| 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 | $161.50 | -16.70% | Add 40.94% | 129,863 | 37,723 | |
PNR | Pentair PLC | 2025-03-31 | Reduce Reduce | -0.67% | 84 ($95.31) 105.35 | $104.87 | 10.03% | Reduce -22.1% | 239,910 | -68,068 | |
HSIC | Henry Schein Inc | 2025-03-31 | Add Add | +0.61% | 68.49 ($73.84) 81.91 | $72.20 | -2.22% | Add 69.64% | 201,639 | 82,779 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.54% | 64.98 ($87.82) 124.62 | $149.07 | 69.74% | Reduce -43.49% | 86,829 | -66,833 | |
CSWC | Capital Southwest Corp | 2025-03-31 | Reduce Reduce | -0.53% | 21.69 ($22.58) 23.81 | $23.10 | 2.30% | 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 | $42.14 | 18.84% | New holding | 126,678 | 126,678 | |
PGR | Progressive Corp | 2025-03-31 | Reduce Reduce | -0.35% | 235.61 ($261.55) 291.22 | $247.37 | -5.42% | Reduce -15.09% | 82,683 | -14,695 | |
AVTR | Avantor Inc | 2025-03-31 | Add Add | +0.29% | 15.5 ($18.94) 22.57 | $13.02 | -31.26% | 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 | $125.29 | 17.71% | Reduce -3.1% | 680,698 | -21,752 | |
MCK | McKesson Corp | 2025-03-31 | Reduce Reduce | -0.17% | 566.21 ($618.25) 672.99 | $709.47 | 14.75% | Reduce -4.67% | 58,691 | -2,876 |
Zuckerman Investment Group, LLC Total Holding History ($B)
Zuckerman Investment Group, LLC's Asset Allocation
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
Zuckerman Investment Group, LLC News
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