§ 13F · FUND PROFILE
Zuckerman Investment Group, LLC.
AUM · $1.2B (13F)Positions · 139Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$70M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 332K | $111M | 9.4% | −17% |
| 2 | GOOGL | ALPHABET INC | 162K | $58M | 4.9% | ±0% |
| 3 | ICLR | ICON PUB LTD CO | 294K | $51M | 4.3% | +5% |
| 4 | ULTA | ULTA BEAUTY INC | 98K | $44M | 3.7% | +12% |
| 5 | KKR | KKR & CO INC | 389K | $36M | 3.0% | +26% |
| 6 | MSFT | MICROSOFT CORP | 96K | $36M | 3.0% | +15% |
| 7 | MCK | MCKESSON CORP | 44K | $33M | 2.8% | +6% |
| 8 | AAPL | APPLE INC | 113K | $33M | 2.8% | +12% |
| 9 | ABBV | ABBVIE INC | 130K | $33M | 2.8% | ±0% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 534K | $32M | 2.7% | ±0% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 139 positions.
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