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 | Open |
|---|---|---|---|---|---|
| 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 GPGI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,167,146 | 1,588,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,760,719 | 1,595,473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,346,972 | 1,553,649 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,861,616 | 1,622,542 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $16,844,499 | 1,549,632 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,419,850 | 1,525,207 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,599,131 | 824,349 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||