Zuckerman Investment Group, LLC 13F Holdings

CIK 0001423296

As of Sep 30, 2025, Zuckerman Investment Group, LLC reported 158 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VERTIV HOLDINGS COVRTIndustrials658,854$99.4M9.20%
ULTA BEAUTY INCULTAConsumer Cyclical105,145$57.5M5.32%
ALPHABET INCGOOGLEquity163,454$39.7M3.68%
MCKESSON CORPMCKHealthcare47,278$36.5M3.38%
MICROSOFT CORPMSFTTechnology67,245$34.8M3.22%
COMPOSECURE INCCMPOIndustrials1,553,649$32.3M2.99%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services58,831$29.6M2.74%
KKR & CO INCKKRFinancial Services218,958$28.5M2.63%
META PLATFORMS INCMETACommunication Services37,851$27.8M2.57%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—496,208$26.9M2.49%
DICK'S SPORTING GOODS INCDKSConsumer Cyclical120,974$26.9M2.49%
ICON PLCICLRHealthcare151,746$26.6M2.46%
PENTAIR PLCPNRIndustrials231,506$25.6M2.37%
APPLE INCAAPLTechnology98,144$25.0M2.31%
AEBI SCHMIDT HLDG AGAEBIIndustrials1,932,787$24.1M2.23%
VANGUARD TAX-MANAGED FUNDSVEA—394,226$23.6M2.19%
KENVUE INCKVUEConsumer Defensive1,380,266$22.4M2.07%
AVANTOR INCAVTRBasic Materials1,723,522$21.5M1.99%
AMAZON.COM INCAMZNEquity92,695$20.4M1.88%
ABBVIE INCABBVEquity84,380 9.5M1.81%
PROGRESSIVE CORPPGRFinancial Services77,714 9.2M1.78%
CSW INDUSTRIALS INCCSWIndustrials78,403 9.0M1.76%
CHEWY INCCHWYConsumer Cyclical468,453 8.9M1.75%
JPMORGAN CHASE & COJPMFinancial Services59,483 8.8M1.74%
HENRY SCHEIN INCHSICHealthcare281,339 8.7M1.73%