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Filers›Hedge Fund›Zuckerman Investment Group, LLC
DOSSIER · 13F-HR · Q1 2026

Zuckerman Investment Group, LLC

Zuckerman Investment's hedge fund based in Boston, MA — $1.1B in tracked AUM across 136 positions as of Q1 2026.

ZI
Zuckerman Investment·Boston, MA·Hedge Fund
CIK 0001423296 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 13.0%
vs prior
Holdings
136
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
37% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Zuckerman Investment Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VRT
VERTIV HOLDINGS CO
$101M401K9.4%
02
GOOGL
ALPHABET INC
$47M163K4.4%
03
ULTA
ULTA BEAUTY INC
$46M87K4.3%
04
MCK
MCKESSON CORP
$36M42K3.4%
05
CRM
SALESFORCE INC
$36M192K3.4%
06
G4705A100
ICON PLC
$31M281K2.9%
07
MSFT
MICROSOFT CORP
$31M83K2.9%
08
VWO
VANGUARD INTL EQUITY INDEX F
$29M534K2.7%
09
KKR
KKR & CO INC
$29M309K2.7%
10
ABBV
ABBVIE INC
$28M130K2.7%

Filing history

Filing history loading…
AI Agent · grounded in Zuckerman
haiku-4-5 · 136 positions indexed
Sector mix
  • Tech37%
  • Financials8%
  • Health Care6%
  • Communications28%
  • Industrials10%
  • Other11%
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