Zuckerman Investment Group, LLC
CIK 1423296
13F filing for Q2 2026・No. 2,304
- Holdings
- US$1.18B
- Quarter change
- +US$115.96M
- Entries
- 139
- Net bought (estimate)
- +US$41.97M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 6
- Cut 34
- Added 55
- Corporate actions 0
- Unchanged 39
Largest holdings
137 stocks worth US$1.18B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 332,438 | US$111.31M | 9.46% |
| GOOGLAlphabetCAP STK CL A | Cut | 162,178 | US$57.96M | 4.93% |
| ICON PUB LTD COSHS | Added | 294,439 | US$51.15M | 4.35% |
| ULTAULTA BEAUTY INCCOM | Added | 98,024 | US$44.21M | 3.76% |
| KKRKKR & CO INCCOM | Added | 389,370 | US$35.74M | 3.04% |
| MSFTMicrosoftCOM | Added | 95,711 | US$35.7M | 3.03% |
| MCKMCKESSON CORPCOM | Added | 43,994 | US$33.24M | 2.83% |
| AAPLAppleCOM | Added | 113,075 | US$32.72M | 2.78% |
| ABBVABBVIE INCCOM | Cut | 129,804 | US$32.66M | 2.78% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Cut | 533,604 | US$31.85M | 2.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.