Zuckerman Investment Group, LLC
Top Portfolio Positions
103 positions ·
$844,747,191 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
Industrials
|
401,492 | $100,605,865 | 11.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
162,531 | $46,737,414 | 5.53% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
87,240 | $45,601,220 | 5.40% | |
| MCK |
Mckesson Corp
Healthcare
|
41,632 | $36,026,667 | 4.26% | |
| CRM |
Salesforce, Inc.
Technology
|
191,833 | $35,809,466 | 4.24% | |
| ICLR |
Icon PLC
Healthcare
|
280,992 | $31,094,574 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
83,482 | $30,902,531 | 3.66% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
309,041 | $28,586,292 | 3.38% | |
| ABBV |
AbbVie Inc.
Healthcare
|
130,138 | $28,303,713 | 3.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
58,040 | $27,812,768 | 3.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CDNL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,550 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $241,800 | 10,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||