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:
Top Holdings: VRT(5.28%)ULTA(4.30%)MCK(4.24%)BRK.B(3.45%)KVUE(2.81%)
Summary Stock Picks Current Portfolio
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
+30.68%
-0.63%
43,007.7
Industrial Products
ULTA 		Ulta Beauty Inc
109,160
40,011.5
-0.95%
4.300
-0.04%
0.240
+35.58%
+7.06%
20,928.5
Retail - Cyclical
MCK 		McKesson Corp
58,691
39,498.6
-4.67%
4.240
-0.17%
0.050
+10.33%
+24.75%
88,682.5
Medical Distribution
BRK.B 		Berkshire Hathaway Inc
60,390
32,162.7
-4.80%
3.450
-0.14%
0.000
-0.98%
+8.32%
1,059,968.3
Insurance
KVUE 		Kenvue Inc
1,091,041
26,163.2
-2.76%
2.810
-0.06%
0.060
-6.62%
+3.45%
41,623.6
Consumer Packaged Goods
GOOGL 		Alphabet Inc
164,203
25,392.3
-1.27%
2.730
-0.04%
0.000
-1.57%
-11.12%
2,046,560.0
Interactive Media
MSFT 		Microsoft Corp
65,604
24,627.0
+0.28%
2.640
+0.01%
0.000
+19.59%
+10.48%
3,447,734.1
Software
DKS 		Dick's Sporting Goods Inc
120,796
24,347.6
-2.40%
2.610
-0.07%
0.150
-16.23%
-22.35%
14,141.7
Retail - Cyclical
YUMC 		Yum China Holdings Inc
464,073
24,159.6
-0.78%
2.590
-0.02%
0.120
-11.24%
-10.08%
15,946.3
Restaurants
PGR 		Progressive Corp
82,683
23,400.1
-15.09%
2.510
-0.35%
0.010
-0.32%
+20.07%
165,414.7
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 PLC2025-03-31Add
+0.71%
●
174.99 ($193.87) 222.58
$139.61
-27.99%
Add 40.94%
129,863
37,723
PNR 		Pentair PLC2025-03-31Reduce
-0.67%
●
84 ($95.31) 105.35
$99.83
4.74%
Reduce -22.1%
239,910
-68,068
HSIC 		Henry Schein Inc2025-03-31Add
+0.61%
●
68.49 ($73.84) 81.91
$70.39
-4.67%
Add 69.64%
201,639
82,779
PLTR 		Palantir Technologies Inc2025-03-31Reduce
-0.54%
●
64.98 ($87.82) 124.62
$130.01
48.04%
Reduce -43.49%
86,829
-66,833
CSWC 		Capital Southwest Corp2025-03-31Reduce
-0.53%
●
21.69 ($22.58) 23.81
$20.80
-7.88%
Reduce -36.5%
427,020
-245,448
RHLD 		Resolute Holdings Management Inc2025-03-31New Buy
+0.43%
●
26 ($35.46) 50.49
$35.08
-1.07%
New holding
126,678
126,678
PGR 		Progressive Corp2025-03-31Reduce
-0.35%
●
235.61 ($261.55) 291.22
$282.17
7.88%
Reduce -15.09%
82,683
-14,695
AVTR 		Avantor Inc2025-03-31Add
+0.29%
●
15.5 ($18.94) 22.57
$13.31
-29.73%
Add 15.04%
1,272,101
166,269
VRT 		Vertiv Holdings Co2025-03-31Reduce
-0.24%
●
72.2 ($106.44) 153.49
$112.85
6.02%
Reduce -3.1%
680,698
-21,752
MCK 		McKesson Corp2025-03-31Reduce
-0.17%
●
566.21 ($618.25) 672.99
$709.46
14.75%
Reduce -4.67%
58,691
-2,876

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

To

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

Top Ranked Articles

  • 1

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

Size field:

Zuckerman Investment Group, LLC's Holdings Bubble Chart

Zuckerman Investment Group, LLC News

  • 1

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