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Zuckerman Investment Group Llc

Portfolio Manager
Zuckerman Investment Group LLC
Performance
-11.52% (2026 Q1)
AUM (13F)
$1.07B
# of Holdings
135
Performance Rank
Allocation (Top 20)
61.16%

Zuckerman Investment Group Llc Holdings Map

Top 50 Zuckerman Investment Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VRT
VERTIV HOLDINGS CO
9.43%401.5K$100.6M
-37.90%(-245.06K)
2025-Q1: 680.7K shares2025-Q2: 701.6K shares2025-Q3: 658.9K shares2025-Q4: 646.5K shares2026-Q1: 401.5K shares
$20.15(+1740.94%)
2026-03-31
GOOGL
ALPHABET INC
4.38%162.5K$46.7M
+1.55%(+2.48K)
2025-Q1: 164.2K shares2025-Q2: 169.5K shares2025-Q3: 163.5K shares2025-Q4: 160.1K shares2026-Q1: 162.5K shares
$114.14(+247.63%)
2026-03-31
ULTA
ULTA BEAUTY INC
4.28%87.2K$45.6M
-17.59%(-18.62K)
2025-Q1: 109.2K shares2025-Q2: 110.8K shares2025-Q3: 105.1K shares2025-Q4: 105.9K shares2026-Q1: 87.2K shares
$336.50(+46.89%)
2026-03-31
MCK
MCKESSON CORP
3.38%41.6K$36.0M
-13.27%(-6.37K)
2025-Q1: 58.7K shares2025-Q2: 49.9K shares2025-Q3: 47.3K shares2025-Q4: 48.0K shares2026-Q1: 41.6K shares
$210.41(+261.47%)
2026-03-31
CRM
SALESFORCE INC
3.36%191.8K$35.8M
+175.85%(+122.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 28.0K shares2025-Q4: 69.5K shares2026-Q1: 191.8K shares
$235.48(-26.32%)
2026-03-31
ICLR
ICON PLC
2.92%281.0K$31.1M
+80.54%(+125.35K)
2025-Q1: 129.9K shares2025-Q2: 158.2K shares2025-Q3: 151.7K shares2025-Q4: 155.6K shares2026-Q1: 281.0K shares
$186.43(-37.58%)
2026-03-31
MSFT
MICROSOFT CORP
2.9%83.5K$30.9M
+20.97%(+14.47K)
2025-Q1: 65.6K shares2025-Q2: 68.3K shares2025-Q3: 67.2K shares2025-Q4: 69.0K shares2026-Q1: 83.5K shares
$160.72(+162.52%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.71%534.0K$28.9M
+3.15%(+16.32K)
2025-Q1: 499.8K shares2025-Q2: 513.0K shares2025-Q3: 496.2K shares2025-Q4: 517.6K shares2026-Q1: 534.0K shares
$43.90(+33.13%)
2026-03-31
KKR
KKR & CO INC
2.68%309.0K$28.6M
+36.28%(+82.27K)
2025-Q1: 192.5K shares2025-Q2: 228.8K shares2025-Q3: 219.0K shares2025-Q4: 226.8K shares2026-Q1: 309.0K shares
$76.60(+26.60%)
2026-03-31
ABBV
ABBVIE INC
2.65%130.1K$28.3M
+1.29%(+1.65K)
2025-Q1: 77.3K shares2025-Q2: 78.7K shares2025-Q3: 84.4K shares2025-Q4: 128.5K shares2026-Q1: 130.1K shares
$125.76(+67.29%)
2026-03-31

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