Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Zuckerman Investment Group, LLC (CIK 1423296) reported $1.07B across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VRT ($100.6M, 9.43%), GOOGL ($46.7M, 4.38%), ULTA ($45.6M, 4.28%), MCK ($36.0M, 3.38%), CRM ($35.8M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $100.6M | 9.43% | 401,492 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $46.7M | 4.38% | 162,531 | Added |
| 3 | ULTA | ULTA BEAUTY INC | $45.6M | 4.28% | 87,240 | Trimmed |
| 4 | MCK | MCKESSON CORP | $36.0M | 3.38% | 41,632 | Trimmed |
| 5 | CRM | SALESFORCE INC | $35.8M | 3.36% | 191,833 | Added |
| 6 | ICLR | ICON PLC | $31.1M | 2.92% | 280,992 | Added |
| 7 | MSFT | MICROSOFT CORP | $30.9M | 2.90% | 83,482 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $28.9M | 2.71% | 533,970 | Added |
| 9 | KKR | KKR & CO INC | $28.6M | 2.68% | 309,041 | Added |
| 10 | ABBV | ABBVIE INC | $28.3M | 2.65% | 130,138 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.8M | 2.61% | 58,040 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $27.4M | 2.57% | 427,077 | Added |
| 13 | CMPO | GPGI INC | $27.2M | 2.55% | 1.6M | Trimmed |
| 14 | AAPL | APPLE INC | $25.6M | 2.40% | 100,958 | Added |
| 15 | DKS | DICKS SPORTING GOODS INC | $24.6M | 2.31% | 124,036 | Added |
| 16 | META | META PLATFORMS INC | $23.5M | 2.20% | 41,072 | Added |
| 17 | HSIC | SCHEIN HENRY INC | $21.3M | 1.99% | 288,558 | Added |
| 18 | CSW | CSW INDUSTRIALS INC | $20.9M | 1.96% | 80,167 | Added |
| 19 | AMZN | AMAZON COM INC | $20.8M | 1.95% | 99,746 | Added |
| 20 | PNR | PENTAIR PLC | $20.6M | 1.93% | 236,413 | Added |
| 21 | VDE | VANGUARD WORLD FD | $20.3M | 1.90% | 117,204 | Trimmed |
| 22 | RHLD | RESOLUTE HLDGS MGMT INC | $19.9M | 1.87% | 122,682 | Added |
| 23 | OIH | VANECK ETF TRUST | $18.9M | 1.77% | 46,640 | Added |
| 24 | AEBI | AEBI SCHMIDT HLDG AG | $18.4M | 1.73% | 1.9M | Added |
| 25 | VOO | VANGUARD INDEX FDS | $17.9M | 1.68% | 29,952 | Added |
Source: SEC Form 13F filings · as of 2026-03-31