Zuckerman Investment Group, LLC

CIK 0001423296 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Zuckerman Investment Group, LLC reported 139 positions worth $1.18B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VRT (9.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.18B
2026 Q2
Positions
139
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.5%
Est. Net Flow (Q)
2026 Q2
10 / 139 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VRTVERTIV HOLDINGS COSH$111.3M9.41%332,438
2GOOGLALPHABET INCSH$58.0M4.90%162,178
3ICLRICON PUB LTD COSH$51.1M4.33%294,439
4ULTAULTA BEAUTY INCSH$44.2M3.74%98,024
5KKRKKR & CO INCSH$35.7M3.02%389,370
6MSFTMICROSOFT CORPSH$35.7M3.02%95,711
7MCKMCKESSON CORPSH$33.2M2.81%43,994
8AAPLAPPLE INCSH$32.7M2.77%113,075
9ABBVABBVIE INCSH$32.7M2.76%129,804
10VWOVANGUARD INTL EQUITY INDEX FSH$31.9M2.69%533,604

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Zuckerman Investment Group, LLC hold as of Q2 2026?

Zuckerman Investment Group, LLC reported 139 positions worth $1.18B in its Q2 2026 13F filing. Largest positions: VRT (9.4%), GOOGL (4.9%), ICLR (4.3%), ULTA (3.7%) and KKR (3.0%).

What did Zuckerman Investment Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Zuckerman Investment Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.