Zuckerman Investment Group, LLC

13F filer · CIK 0001423296

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.18BU.S. long equity reported on 13F

Positions1099 new · 6 closed

Net flow last quarter+$38.3MBuys minus sells

Top 10 positions weight39.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026109 positions
VRTVertiv Holdings Co	$111M	9.41%	0.09%	-17.2%	Q4 2020
GOOGLAlphabet Inc.	$58M	4.90%	0.00%	-0.2%	Q1 2020
ICLRIcon PLC	$51.1M	4.33%	0.38%	+4.8%	Q4 2024
ULTAUlta Beauty, Inc.	$44.2M	3.74%	0.23%	+12.4%	Q4 2019
KKRKKR & Co. Inc.	$35.7M	3.02%	0.04%	+26.0%	Q3 2011
MSFTMicrosoft Corp	$35.7M	3.02%	0.00%	+14.7%	Q1 2011
MCKMckesson Corp	$33.2M	2.81%	0.04%	+5.7%	Q4 2020
AAPLApple Inc.	$32.7M	2.77%	0.00%	+12.0%	Q1 2015
ABBVAbbVie Inc.	$32.7M	2.76%	0.01%	-0.3%	Q1 2013
CRMSalesforce, Inc.	$31M	2.62%	0.02%	+3.1%	Q4 2025
GPGIGPGI, Inc.	$30.3M	2.57%	0.66%	+20.5%	Q3 2024
BRK.BBerkshire Hathaway Inc	$29.5M	2.49%	Not reported	+1.5%	Q1 2011
DKSDick'S Sporting Goods, Inc.	$28.3M	2.39%	0.13%	+0.5%	Q4 2015
AMZNAmazon Com Inc	$24.1M	2.04%	0.00%	+1.3%	Q1 2020
HSICHenry Schein Inc	$24.1M	2.03%	0.26%	-0.2%	Q1 2018
AEBIAebi Schmidt Holding AG	$23.6M	1.99%	2.43%	-0.9%	Q4 2025
CHWYChewy, Inc.	$23.1M	1.95%	1175841.00%	+138.4%	Q1 2024
METAMeta Platforms, Inc.	$22.9M	1.94%	Not reported	-0.9%	Q3 2020
CSWCSW Industrials, Inc.	$22.5M	1.90%	0.50%	+0.8%	Q3 2015
BRK.ABerkshire Hathaway Inc	$20.2M	1.71%	Not reported	+28.6%	Q1 2011
JPMJPMorgan Chase & Co	$19.6M	1.66%	0.00%	-0.6%	Q4 2016
PGRProgressive Corp	$19.5M	1.65%	0.02%	+1.3%	Q1 2020
PNRPENTAIR plc	$18.1M	1.53%	0.15%	+0.1%	Q1 2019
RHLDResolute Holdings Management, Inc.	$17.7M	1.50%	1.56%	-0.3%	Q1 2025
LULUlululemon athletica inc.	$14.3M	1.21%	0.12%	+65.8%	Q2 2025
DISWalt Disney Co	$12.1M	1.03%	0.01%	-0.6%	Q3 2013
SITESiteOne Landscape Supply, Inc.	$11.5M	0.97%	0.23%	+0.3%	Q4 2024
ABTAbbott Laboratories	$11.1M	0.94%	0.01%	-1.0%	Q1 2011
VVisa Inc.	$10.9M	0.92%	0.00%	+206.4%	Q4 2020
TMOThermo Fisher Scientific Inc.	$9.95M	0.84%	0.01%	+4.0%	Q4 2023
PTLOPortillo's Inc.	$9.72M	0.82%	3.32%	-0.6%	Q4 2022
PGPROCTER & GAMBLE Co	$7.56M	0.64%	0.00%	Not reported	Q1 2011
QQQInvesco QQQ Trust, Series 1	$7.03M	0.59%	Not reported	+4.8%	Q2 2020
ADBEAdobe Inc.	$6.75M	0.57%	0.01%	-38.0%	Q4 2021
NFLXNetflix Inc	$6.47M	0.55%	0.00%	+1.2%	Q1 2026
JNJJohnson & Johnson	$3.48M	0.29%	0.00%	-0.8%	Q1 2011
GOOGAlphabet Inc.	$3.12M	0.26%	Not reported	+0.7%	Q4 2021
PLTRPalantir Technologies Inc.	$3.11M	0.26%	0.00%	+16.6%	Q3 2020
HRMYHarmony Biosciences Holdings, Inc.	$2.85M	0.24%	0.13%	Not reported	Q4 2025
PEPPepsico Inc	$2.85M	0.24%	0.00%	-1.3%	Q2 2011
CSCOCisco Systems, Inc.	$2.6M	0.22%	0.00%	+156.9%	Q3 2022
HDHome Depot, Inc.	$2.11M	0.18%	0.00%	+0.8%	Q3 2014
MAMastercard Inc	$2.04M	0.17%	0.00%	-0.1%	Q1 2021
CBOECboe Global Markets, Inc.	$1.89M	0.16%	0.01%	-7.3%	Q4 2018
UNHUnitedhealth Group Inc	$1.81M	0.15%	0.00%	-0.8%	Q1 2021
MRKMerck & Co., Inc.	$1.55M	0.13%	0.00%	-0.7%	Q1 2011
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.49M	0.13%	0.00%	+0.4%	Q1 2024
ORCLOracle Corp	$1.47M	0.12%	0.00%	+7.4%	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.46M	0.12%	Not reported	Not reported	Q4 2020
NVDANvidia Corp	$1.44M	0.12%	0.00%	+13.4%	Q4 2023

Q1 2026Reported May 15, 2026106 positions
VRTVertiv Holdings Co	$101M	9.43%	0.10%	-37.9%	Q4 2020
GOOGLAlphabet Inc.	$46.7M	4.38%	0.00%	+1.6%	Q1 2020
ULTAUlta Beauty, Inc.	$45.6M	4.28%	0.20%	-17.6%	Q4 2019
MCKMckesson Corp	$36M	3.38%	0.03%	-13.3%	Q4 2020
CRMSalesforce, Inc.	$35.8M	3.36%	0.02%	+175.9%	Q4 2025
ICLRIcon PLC	$31.1M	2.92%	0.37%	+80.5%	Q4 2024
MSFTMicrosoft Corp	$30.9M	2.90%	0.00%	+21.0%	Q1 2011
KKRKKR & Co. Inc.	$28.6M	2.68%	0.03%	+36.3%	Q3 2011
ABBVAbbVie Inc.	$28.3M	2.65%	0.01%	+1.3%	Q1 2013
BRK.BBerkshire Hathaway Inc	$27.8M	2.61%	Not reported	+0.4%	Q1 2011
GPGIGPGI, Inc.	$27.2M	2.55%	0.55%	-0.4%	Q3 2024
AAPLApple Inc.	$25.6M	2.40%	0.00%	+4.4%	Q1 2015
DKSDick'S Sporting Goods, Inc.	$24.6M	2.31%	0.13%	+1.4%	Q4 2015
METAMeta Platforms, Inc.	$23.5M	2.20%	Not reported	+1.6%	Q3 2020
HSICHenry Schein Inc	$21.3M	1.99%	0.25%	+0.3%	Q1 2018
CSWCSW Industrials, Inc.	$20.9M	1.96%	0.49%	+0.4%	Q3 2015
AMZNAmazon Com Inc	$20.8M	1.95%	0.00%	+2.6%	Q1 2020
PNRPENTAIR plc	$20.6M	1.93%	0.15%	+0.3%	Q1 2019
RHLDResolute Holdings Management, Inc.	$19.9M	1.87%	1.49%	+0.1%	Q1 2025
AEBIAebi Schmidt Holding AG	$18.4M	1.73%	2.46%	+1.8%	Q4 2025
JPMJPMorgan Chase & Co	$17.7M	1.66%	0.00%	-1.4%	Q4 2016
PGRProgressive Corp	$17.5M	1.64%	0.02%	+3.7%	Q1 2020
BRK.ABerkshire Hathaway Inc	$15.1M	1.41%	Not reported	Not reported	Q1 2011
SITESiteOne Landscape Supply, Inc.	$13.3M	1.25%	0.23%	+1.9%	Q4 2024
CHWYChewy, Inc.	$13.3M	1.25%	493238.00%	+4.6%	Q1 2024
ADBEAdobe Inc.	$12.9M	1.21%	0.01%	+76.0%	Q4 2021
ABTAbbott Laboratories	$12.7M	1.19%	0.01%	+1.3%	Q1 2011
DISWalt Disney Co	$12.2M	1.15%	0.01%	+2.4%	Q3 2013
LULUlululemon athletica inc.	$11.6M	1.09%	0.07%	+1.1%	Q2 2025
PTLOPortillo's Inc.	$10.9M	1.02%	3.34%	+5.0%	Q4 2022
TMOThermo Fisher Scientific Inc.	$9.38M	0.88%	0.01%	+1092.9%	Q4 2023
NFLXNetflix Inc	$8.61M	0.81%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$7.45M	0.70%	0.00%	+0.4%	Q1 2011
QQQInvesco QQQ Trust, Series 1	$5.26M	0.49%	Not reported	-1.3%	Q2 2020
JNJJohnson & Johnson	$3.38M	0.32%	0.00%	-0.2%	Q1 2011
PLTRPalantir Technologies Inc.	$3.34M	0.31%	0.00%	+3.3%	Q3 2020
PEPPepsico Inc	$3.31M	0.31%	0.00%	+3.6%	Q2 2011
VVisa Inc.	$3.13M	0.29%	0.00%	+13.7%	Q4 2020
GOOGAlphabet Inc.	$2.51M	0.24%	Not reported	+11.3%	Q4 2021
CBOECboe Global Markets, Inc.	$2.36M	0.22%	0.01%	-0.1%	Q4 2018
HRMYHarmony Biosciences Holdings, Inc.	$2.19M	0.21%	0.14%	+3.7%	Q4 2025
MAMastercard Inc	$1.99M	0.19%	0.00%	+1.8%	Q1 2021
HDHome Depot, Inc.	$1.95M	0.18%	0.00%	+1.9%	Q3 2014
TSLATesla, Inc.	$1.47M	0.14%	0.00%	Not reported	Q1 2011
MRKMerck & Co., Inc.	$1.46M	0.14%	0.00%	-6.1%	Q1 2011
GLDSPDR Gold Trust	$1.41M	0.13%	0.00%	-7.8%	Q4 2025
ORCLOracle Corp	$1.37M	0.13%	0.00%	+5.2%	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.37M	0.13%	Not reported	+0.1%	Q4 2020
ATRAptargroup, Inc.	$1.33M	0.12%	0.02%	Not reported	Q4 2023
RTXRTX Corp	$1.27M	0.12%	0.00%	+12.6%	Q3 2022

Q4 2025Reported Feb 13, 2026110 positions
VRTVertiv Holdings Co	$105M	9.35%	0.17%	Not reported	Q4 2020
ULTAUlta Beauty, Inc.	$64M	5.72%	0.24%	Not reported	Q4 2019
GOOGLAlphabet Inc.	$50.1M	4.47%	0.00%	Not reported	Q1 2020
MCKMckesson Corp	$39.4M	3.52%	0.04%	Not reported	Q4 2020
MSFTMicrosoft Corp	$33.4M	2.98%	0.00%	Not reported	Q1 2011
GPGIGPGI, Inc.	$30.8M	2.75%	1.27%	Not reported	Q3 2024
ABBVAbbVie Inc.	$29.4M	2.62%	0.01%	Not reported	Q1 2013
BRK.BBerkshire Hathaway Inc	$29.1M	2.59%	Not reported	Not reported	Q1 2011
KKRKKR & Co. Inc.	$28.9M	2.58%	0.03%	Not reported	Q3 2011
ICLRIcon PLC	$28.4M	2.53%	0.20%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$26.7M	2.38%	Not reported	Not reported	Q3 2020
AAPLApple Inc.	$26.3M	2.35%	0.00%	Not reported	Q1 2015
RHLDResolute Holdings Management, Inc.	$25.3M	2.26%	1.44%	Not reported	Q1 2025
PNRPENTAIR plc	$24.6M	2.19%	0.14%	Not reported	Q1 2019
DKSDick'S Sporting Goods, Inc.	$24.2M	2.16%	0.13%	Not reported	Q4 2015
AEBIAebi Schmidt Holding AG	$23.5M	2.10%	2.42%	New	Q4 2025
CSWCSW Industrials, Inc.	$23.4M	2.09%	0.48%	Not reported	Q3 2015
AMZNAmazon Com Inc	$22.4M	2.00%	0.00%	Not reported	Q1 2020
HSICHenry Schein Inc	$21.8M	1.94%	0.25%	Not reported	Q1 2018
AVTRAvantor, Inc.	$20.1M	1.79%	0.26%	Not reported	Q3 2022
JPMJPMorgan Chase & Co	$19.7M	1.75%	0.00%	Not reported	Q4 2016
PGRProgressive Corp	$19.3M	1.73%	0.01%	Not reported	Q1 2020
CRMSalesforce, Inc.	$18.4M	1.64%	0.01%	New	Q4 2025
KVUEKenvue Inc.	$16.1M	1.44%	0.05%	Not reported	Q3 2023
BRK.ABerkshire Hathaway Inc	$15.9M	1.42%	Not reported	Not reported	Q1 2011
CHWYChewy, Inc.	$15.6M	1.39%	471581.00%	Not reported	Q1 2024
LULUlululemon athletica inc.	$15.6M	1.39%	0.07%	Not reported	Q2 2025
ABTAbbott Laboratories	$15.3M	1.37%	0.01%	Not reported	Q1 2011
DISWalt Disney Co	$14.1M	1.26%	0.01%	Not reported	Q3 2013
BCOBrinks Co	$12.6M	1.12%	0.26%	Not reported	Q1 2015
SITESiteOne Landscape Supply, Inc.	$12.2M	1.09%	0.22%	Not reported	Q4 2024
ADBEAdobe Inc.	$10.6M	0.94%	0.01%	Not reported	Q4 2021
PTLOPortillo's Inc.	$8.92M	0.80%	3.18%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$7.36M	0.66%	0.00%	Not reported	Q1 2011
QQQInvesco QQQ Trust, Series 1	$5.67M	0.51%	Not reported	Not reported	Q2 2020
PLTRPalantir Technologies Inc.	$3.93M	0.35%	0.00%	Not reported	Q3 2020
VVisa Inc.	$3.19M	0.28%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$2.95M	0.26%	0.00%	Not reported	Q2 2011
JNJJohnson & Johnson	$2.87M	0.26%	0.00%	Not reported	Q1 2011
HRMYHarmony Biosciences Holdings, Inc.	$2.82M	0.25%	0.13%	New	Q4 2025
GOOGAlphabet Inc.	$2.47M	0.22%	Not reported	Not reported	Q4 2021
MAMastercard Inc	$2.23M	0.20%	0.00%	Not reported	Q1 2021
CBOECboe Global Markets, Inc.	$2.11M	0.19%	0.01%	Not reported	Q4 2018
HDHome Depot, Inc.	$2.01M	0.18%	0.00%	Not reported	Q3 2014
TSLATesla, Inc.	$1.78M	0.16%	0.00%	Not reported	Q1 2011
VZVerizon Communications Inc	$1.76M	0.16%	0.00%	Not reported	Q1 2021
ORCLOracle Corp	$1.73M	0.15%	0.00%	Not reported	Q3 2022
NVDANvidia Corp	$1.58M	0.14%	0.00%	Not reported	Q4 2023
CEGConstellation Energy Corp	$1.51M	0.13%	0.00%	Not reported	Q1 2022
GLDSPDR Gold Trust	$1.4M	0.13%	0.00%	New	Q4 2025

Q2 2025Reported Aug 15, 2025127 positions
VRTVertiv Holdings Co	$90.1M	8.73%	0.18%	+3.1%	Q4 2020
ULTAUlta Beauty, Inc.	$51.9M	5.03%	0.25%	+1.6%	Q4 2019
MCKMckesson Corp	$36.6M	3.54%	0.04%	-15.0%	Q4 2020
MSFTMicrosoft Corp	$34M	3.29%	0.00%	+4.1%	Q1 2011
KKRKKR & Co. Inc.	$30.4M	2.95%	0.03%	+18.9%	Q3 2011
GOOGLAlphabet Inc.	$29.9M	2.90%	0.00%	+3.2%	Q1 2020
BRK.BBerkshire Hathaway Inc	$29.1M	2.82%	Not reported	-1.0%	Q1 2011
METAMeta Platforms, Inc.	$28.9M	2.81%	Not reported	+4.2%	Q3 2020
PNRPENTAIR plc	$24.9M	2.42%	0.15%	+1.2%	Q1 2019
DKSDick'S Sporting Goods, Inc.	$24.9M	2.41%	0.13%	+4.1%	Q4 2015
SHYFShyft Group, Inc.	$24.3M	2.35%	Not reported	+37.1%	Q2 2020
AVTRAvantor, Inc.	$24M	2.33%	0.26%	+40.3%	Q3 2022
ICLRIcon PLC	$23M	2.23%	0.20%	+21.8%	Q4 2024
CSWCSW Industrials, Inc.	$22.9M	2.22%	0.48%	-0.4%	Q3 2015
GPGIGPGI, Inc.	$22.9M	2.22%	1.59%	+4.7%	Q3 2024
PGRProgressive Corp	$22M	2.13%	0.01%	-0.4%	Q1 2020
PTLOPortillo's Inc.	$21.9M	2.12%	3.03%	+1.6%	Q4 2022
CHWYChewy, Inc.	$21.1M	2.04%	493932.00%	-4.4%	Q1 2024
AMZNAmazon Com Inc	$20.8M	2.02%	0.00%	+9.2%	Q1 2020
AAPLApple Inc.	$20.3M	1.97%	0.00%	+3.6%	Q1 2015
KVUEKenvue Inc.	$20M	1.94%	0.05%	-12.5%	Q3 2023
JPMJPMorgan Chase & Co	$18M	1.74%	0.00%	+2.3%	Q4 2016
BRK.ABerkshire Hathaway Inc	$15.3M	1.48%	Not reported	Not reported	Q1 2011
HSICHenry Schein Inc	$15.3M	1.48%	0.17%	+3.8%	Q1 2018
DISWalt Disney Co	$14.9M	1.45%	0.01%	+57.0%	Q3 2013
ABBVAbbVie Inc.	$14.6M	1.42%	0.00%	+1.8%	Q1 2013
SITESiteOne Landscape Supply, Inc.	$11.6M	1.13%	0.22%	+77.0%	Q4 2024
SBUXStarbucks Corp	$10.6M	1.02%	0.01%	+4.2%	Q3 2013
LULUlululemon athletica inc.	$10.3M	1.00%	0.04%	New	Q2 2025
BCOBrinks Co	$10.2M	0.99%	0.27%	-0.2%	Q1 2015
CSWCCapital Southwest Corp	$10.1M	0.98%	0.83%	+7.8%	Q1 2011
ABTAbbott Laboratories	$9.89M	0.96%	0.00%	Not reported	Q1 2011
HLMNHillman Solutions Corp.	$8.23M	0.80%	0.58%	+1.5%	Q4 2021
AAPAdvance Auto Parts Inc	$7.8M	0.76%	0.28%	-5.5%	Q3 2012
ADBEAdobe Inc.	$6.86M	0.67%	0.00%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$6.81M	0.66%	0.00%	-42.5%	Q3 2020
MRKMerck & Co., Inc.	$6.58M	0.64%	0.00%	+11.2%	Q1 2011
QQQInvesco QQQ Trust, Series 1	$5.26M	0.51%	Not reported	-9.3%	Q2 2020
RHLDResolute Holdings Management, Inc.	$4.07M	0.39%	1.50%	+0.9%	Q1 2025
VVisa Inc.	$3.19M	0.31%	0.00%	+15.0%	Q4 2020
PEPPepsico Inc	$2.55M	0.25%	0.00%	+16.1%	Q2 2011
JNJJohnson & Johnson	$2.24M	0.22%	0.00%	-3.3%	Q1 2011
HDHome Depot, Inc.	$2.08M	0.20%	0.00%	+10.1%	Q3 2014
VZVerizon Communications Inc	$2.06M	0.20%	0.00%	+7.1%	Q1 2021
TSLATesla, Inc.	$2M	0.19%	0.00%	-50.6%	Q1 2011
CBOECboe Global Markets, Inc.	$1.96M	0.19%	0.01%	Not reported	Q4 2018
BMYBristol Myers Squibb Co	$1.95M	0.19%	0.00%	Not reported	Q1 2021
IBMInternational Business Machines Corp	$1.94M	0.19%	0.00%	-38.8%	Q1 2011
ARCCAres Capital Corp	$1.87M	0.18%	0.01%	-15.2%	Q2 2021
MAMastercard Inc	$1.8M	0.17%	0.00%	+13.0%	Q1 2021

Premium opens every quarter this fund has filed