13F Insight
DOSSIER · 13F-HR · Q1 2026

Zuckerman Investment Group, LLC

$1.1B in tracked AUM across 136 positions as of Q1 2026.

ZI
CIK 0001423296 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
136
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.1B▼ 4.8%
136 positionsView →2025Q4Dec 31
$1.1B▲ 3.7%
137 positionsView →2025Q3Sep 30
$1.1B▲ 4.7%
158 positionsLocked2025Q2Jun 30
$1.0B▲ 10.6%
155 positionsLocked2025Q1Mar 31
$933M▼ 10.4%
164 positionsLocked2024Q4Dec 31
$1.0B▲ 7.0%
153 positionsLocked2024Q3Sep 30
$973M▲ 12.5%
145 positionsLocked2024Q2Jun 30
$865M▼ 1.9%
147 positionsLocked2024Q1Mar 31
$882M▲ 13.9%
147 positionsLocked2023Q4Dec 31
$774M▲ 10.8%
131 positionsLocked2023Q3Sep 30
$699M▲ 0.0%
133 positionsLocked2023Q2Jun 30
$699M▲ 6.2%
123 positionsLocked
Showing 12 of 71