Zuckerman Investment Group, LLC
Top Portfolio Positions
98 positions ·
$784,795,756 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
Industrials
|
401,492 | $100,605,865 | 12.82% |
| GOOGL |
Alphabet Inc.
Communication Services
|
162,531 | $46,737,414 | 5.96% |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
87,240 | $45,601,220 | 5.81% |
| MCK |
Mckesson Corp
Healthcare
|
41,632 | $36,026,667 | 4.59% |
| CRM |
Salesforce, Inc.
Technology
|
191,833 | $35,809,466 | 4.56% |
| ICLR |
Icon PLC
Healthcare
|
280,992 | $31,094,574 | 3.96% |
| MSFT |
Microsoft Corp
Technology
|
83,482 | $30,902,531 | 3.94% |
| KKR |
KKR & Co. Inc.
Financial Services
|
309,041 | $28,586,292 | 3.64% |
| ABBV |
AbbVie Inc.
Healthcare
|
130,138 | $28,303,713 | 3.61% |
| GPGI |
GPGI, Inc.
Industrials
|
1,588,722 | $27,167,146 | 3.46% |
Portfolio Trend
Holdings in BCO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,370 | 4,124 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,598,902 | 107,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,437,059 | 106,427 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,204,775 | 114,288 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,861,615 | 114,457 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,104,197 | 119,696 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,259,556 | 157,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,328,294 | 159,456 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,194,624 | 207,779 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,860,139 | 259,922 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,405,145 | 391,040 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $27,023,268 | 398,397 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $31,710,694 | 474,711 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,965,777 | 483,444 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $22,730,227 | 469,245 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $27,610,483 | 454,793 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,389,940 | 432,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,330,698 | 432,068 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,225,963 | 430,110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,684,658 | 438,374 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $39,566,035 | 499,382 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $39,458,160 | 548,030 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $17,791,066 | 432,978 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,133,468 | 376,477 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,956,077 | 248,916 | Shares | Sole | 2020-05-15 | |
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