StockDriftsStockDriftsTop 50 Zuckerman Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 9.41% | 332.4K | $111.3M | -17.20%(-69.05K) | $20.15(+1368.48%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.9% | 162.2K | $58.0M | -0.22%(-353) | $114.14(+202.01%) | 2026-06-30 | |
| ICLR | ICON PUB LTD CO | 4.33% | 294.4K | $51.1M | +4.79%(+13.45K) | $184.28(-9.43%) | 2026-06-30 | |
| ULTA | ULTA BEAUTY INC | 3.74% | 98.0K | $44.2M | +12.36%(+10.78K) | $352.34(+40.28%) | 2026-06-30 | |
| KKR | KKR & CO INC | 3.02% | 389.4K | $35.7M | +25.99%(+80.33K) | $79.58(+38.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.02% | 95.7K | $35.7M | +14.65%(+12.23K) | $186.90(+160.07%) | 2026-06-30 | |
| MCK | MCKESSON CORP | 2.81% | 44.0K | $33.2M | +5.67%(+2.36K) | $242.49(+260.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.77% | 113.1K | $32.7M | +12.00%(+12.12K) | $118.81(+157.04%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.76% | 129.8K | $32.7M | -0.26%(-334) | $125.76(+98.33%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.69% | 533.6K | $31.9M | -0.07%(-366) | $43.90(+37.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.14% | +5.85% | +32.89% |
| Top 20 Holdings Unweighted | +9.84% | +32.54% | +6.06% | +34.18% |
Zuckerman Investment Group LLC reports $1.18B in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are VRT (9.4%), GOOGL (4.9%) and ICLR (4.3%). The top 20 holdings account for 62.04% of reported assets. Its disclosed equity book has returned +33.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Zuckerman Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1423296). View Zuckerman Investment Group LLC’s 13F filings on SEC