Institutions / Zuckerman Investment Group, LLC
Zuckerman Investment Group, LLC
CIK 1423296 · Institution · as of Dec 31, 2025
Portfolio value
$1.12B
Positions
137
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 137 →
| Company | Value | % of portfolio |
|---|---|---|
| Vertiv Holdings Co | $104.75M | 9.4% |
| Ulta Beauty, Inc. | $64.04M | 5.7% |
| Alphabet Inc. | $50.10M | 4.5% |
| McKesson Corp | $39.38M | 3.5% |
| Microsoft Corp | $33.37M | 3.0% |
| GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.) | $30.76M | 2.7% |
| AbbVie Inc. | $29.36M | 2.6% |
| Warren E. Buffett | $29.05M | 2.6% |
| KKR & Co. Inc. | $28.91M | 2.6% |
| ICON plc | $28.36M | 2.5% |
| Vanguard Intl Equity Index F | $27.83M | 2.5% |
| Meta Platforms Inc | $26.68M | 2.4% |
| Apple Inc. | $26.28M | 2.3% |
| Vanguard Tax-Managed Fds | $25.94M | 2.3% |
| Resolute Holdings Management, Inc.RHLD | $25.29M | 2.3% |
| PENTAIR plc | $24.55M | 2.2% |
| Dick's Sporting Goods Inc | $24.21M | 2.2% |
| Aebi Schmidt Hldg AG | $23.55M | 2.1% |
| Csw Industrials, Inc. | $23.44M | 2.1% |
| Amazon.com Inc | $22.43M | 2.0% |
| Henry Schein Inc | $21.76M | 1.9% |
| Avantor, Inc. | $20.05M | 1.8% |
| JPMorgan Chase & Co | $19.65M | 1.8% |
| Progressive CORP/OH | $19.35M | 1.7% |
| Salesforce Inc | $18.42M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.