Zuckerman Investment Group, LLC - Portfolio overview

Zuckerman Investment Group, LLC has 164 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. VRT - VERTIV HOLDINGS CO, 9.48%
2. GOOGL - ALPHABET INC, 4.40%
3. ULTA - ULTA BEAUTY INC, 4.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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