§ 13F · FUND PROFILE
Zuckerman Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 158Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 401K | $101M | 9.4% | −38% |
| 2 | GOOGL | ALPHABET INC | 163K | $47M | 4.4% | +2% |
| 3 | ULTA | ULTA BEAUTY INC | 87K | $46M | 4.3% | −18% |
| 4 | MCK | MCKESSON CORP | 42K | $36M | 3.4% | −13% |
| 5 | CRM | SALESFORCE INC | 192K | $36M | 3.4% | +176% |
| 6 | ICLR | ICON PLC | 281K | $31M | 2.9% | +81% |
| 7 | MSFT | MICROSOFT CORP | 83K | $31M | 2.9% | +21% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 534K | $29M | 2.7% | +3% |
| 9 | KKR | KKR & CO INC | 309K | $29M | 2.7% | +36% |
| 10 | ABBV | ABBVIE INC | 130K | $28M | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZUCKERMAN SIGNAL
AC read
Zuckerman Investment Group, LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed