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Zuckerman Investment Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1423296
Institutional-grade research for retail investors

Sector Allocation

  • Technology27.4%$324.4M
  • Other18.8%$222.3M
  • Financials16.5%$195.4M
  • Consumer Discretionary13.5%$159.3M
  • Healthcare12.0%$141.9M
  • Industrials4.0%$47.1M
  • Consumer Staples3.8%$44.4M
  • Materials2.1%$24.3M
  • Communication Services1.6%$19.0M
  • Energy0.2%$2.3M

AUM History

13fpro.ai/research/fund/zuckerman-investment-group-llc-1423296

Conviction and streaks

Stable · top 10 = 39.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

VRT$VRTConviction hold9.4% weight · held 10 quartersGOOG$GOOGConviction hold4.9% weight · held 10 quartersICLR$ICLRConviction hold4.3% weight · held 7 quartersULTA$ULTAConviction hold3.7% weight · held 10 quartersKKR$KKRConviction hold3.0% weight · held 10 quarters$Accumulating+40% shares · 9 quarters running$Accumulating+531% shares · 9 quarters running$Accumulating+69% shares · 9 quarters running$Accumulating+305% shares · 9 quarters running$Accumulating+462% shares · 5 quarters runningJNJ$JNJTrimming-15% shares · 7 quarters runningVRT$VRTTrimming-53% shares · 4 quarters runningMRK$MRKTrimming-86% shares · 4 quarters runningCSWC$CSWCTrimming-95% shares · 4 quarters running$Trimming-7% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/zuckerman-investment-group-llc-1423296

Zuckerman Investment Group, LLC 13F holdings — Q2 2026

$1.2B portfolio (+10.9% QoQ) · 139 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio

Includes $15K of put/call options ($0 puts, $15K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.2B. Weights use the stock portfolio.

All holdings — Zuckerman Investment Group, LLC (Q2 2026)

139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
CRM$CRMSalesforce, Inc.$31.0M+3%
— VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund$30.4M+0.0%
GPGI$GPGIGPGI, Inc.$30.3M+20%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$29.5M+2%
DKS$DKSDICK'S SPORTING GOODS, INC.$28.3M+0.5%
AMZN$AMZNAMAZON COM INC$24.1M+1%
HSIC$HSICHENRY SCHEIN INC$24.1M-0.2%
AEBI$AEBIAebi Schmidt Holding AG$23.6M-0.9%
CHWY$CHWYChewy, Inc.$23.1M+138%
META$METAMeta Platforms, Inc.$22.9M-0.9%
CSW$CSWCSW INDUSTRIALS, INC.$22.5M+0.8%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$20.9M+2%
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$20.2M+29%
JPM$JPMJPMORGAN CHASE & CO$19.6M-0.6%
PGR$PGRPROGRESSIVE CORP/OH/$19.5M+1%

What changed in Q2 2026

Against the previous quarter's 13F: 10 new, 55 added to, 35 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

  • CME$CMECME GROUP INC.$396K

    first bought this quarter

  • PANW$PANWPalo Alto Networks Inc$309K

    first bought this quarter

  • MOH$MOHMOLINA HEALTHCARE, INC.$276K

    first bought this quarter

  • NVT$NVTnVent Electric plc$245K

    first bought this quarter

  • SIMO$SIMOSilicon Motion Technology CORP$244K

    first bought this quarter

  • ZBRA$ZBRAZEBRA TECHNOLOGIES CORP$216K

    first bought this quarter

+4 more in the Excel export

Added to (55)

  • CHWY$CHWYChewy, Inc.+138%

    now $23.1M · held 10+ qtrs, 2 adds in a row

  • VANGUARD INDEX FDS - MID CAP ETF+302%

    now $14.7M

  • ISHARES TR - RUS 1000 GRW ETF+311%

    now $11.1M

  • KKR$KKRKKR & Co. Inc.+26%

    now $35.7M · held 10+ qtrs, 3 adds in a row

  • V$VVISA INC.+206%

    now $10.9M · held 10+ qtrs, 2 adds in a row

  • LULU$LULUlululemon athletica inc.+66%

    now $14.3M · held 5 qtrs, 5 adds in a row

+49 more in the Excel export

Trimmed (35)

  • VRT$VRTVertiv Holdings Co-17%

    now $111.3M · held 10+ qtrs, 4 trims in a row

  • ADBE$ADBEADOBE INC.-38%

    now $6.7M · held 5 qtrs

  • ISHARES TR - 0-3 MTH TREASURY-12%

    now $14.5M

  • TSLA$TSLATesla, Inc.-15%

    now $1.4M · held 10+ qtrs

  • ISHARES TR - CORE S&P US VLU-2%

    now $9.5M

  • AEBI$AEBIAebi Schmidt Holding AG-0.9%

    now $23.6M · held 4 qtrs

+29 more in the Excel export

Sold out (6)

  • BCO$BCOBRINKS COwas $427K

    held 9+ qtrs

  • CTRA$CTRACoterra Energy Inc.was $259K

    held 1 qtr

  • KVUE$KVUEKenvue Inc.was $247K

    held 9+ qtrs

  • GILD$GILDGILEAD SCIENCES, INC.was $212K

    held 1 qtr

  • DHR$DHRDANAHER CORP /DE/was $209K

    held 4 qtrs

  • IBIT$IBITiShares Bitcoin Trust ETFwas $203K

Firm AUM (Form ADV): $2.2B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Zuckerman Investment Group, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Zuckerman Investment Group's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-1.4%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter; 24% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Zuckerman Investment Group, LLC disclosed 139 positions worth $1.2B in its Form 13F-HR for Q2 2026 — $1.2B in common stock plus $14,655 of put/call option positions (reported at underlying notional value, not premium at risk), led by $VRT (Vertiv Holdings Co) at 9.4% of the equity portfolio, followed by $GOOGL and $ICLR. During the quarter the fund opened 10 new positions and exited 6 — including a new stake in $CME and a full exit from $BCO. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from Zuckerman Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 1423296.

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AI-Powered Hedge Fund Analysis: Zuckerman Investment Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Zuckerman Investment Group, LLC (SEC CIK: 1423296), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Zuckerman Investment Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.