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 PNR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,593,936 | 236,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,554,858 | 235,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,641,604 | 231,506 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $24,929,646 | 242,837 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $20,987,326 | 239,910 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,994,905 | 307,978 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $35,158,243 | 359,528 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,261,865 | 368,617 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,480,197 | 368,448 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,285,828 | 361,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,019,724 | 370,961 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $24,761,761 | 383,309 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $21,402,036 | 387,227 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,331,018 | 385,305 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,236,493 | 375,006 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,727,658 | 299,927 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,704,655 | 234,360 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,587,303 | 227,130 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,480,618 | 226,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,604,226 | 260,842 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,197,538 | 324,094 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,127,311 | 322,609 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,291,253 | 334,089 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,499,442 | 355,342 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,840,764 | 364,273 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||