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 CSWC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,246 | 21,937 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $995,199 | 44,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,081,430 | 415,436 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,146,665 | 460,375 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,531,086 | 427,020 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,673,251 | 672,468 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,222,498 | 641,459 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,714,610 | 640,652 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,052,275 | 643,120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,531,346 | 613,137 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,743,684 | 643,829 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,705,181 | 644,279 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,691,701 | 657,576 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,816,092 | 632,520 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,541,236 | 622,269 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,944,522 | 648,454 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,288,188 | 602,115 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,362,024 | 607,675 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,409,706 | 611,982 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,418,977 | 620,705 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,140,840 | 818,630 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,023,387 | 846,388 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,111,381 | 862,020 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,855,093 | 879,458 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,352,446 | 906,519 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||