Zuckerman Investment Group, LLC
•CIK: 1423296•Filing: Q4 2025
**Zuckerman Investment Group, LLC** manages $1.1B across a diversified portfolio of 137 positions. The fund exhibits significant concentration in technology and healthcare, with top holdings including VRT at $104.7M and ULTA at $64.0M. Further notable allocations include substantial positions in GOOGL ($50.1M), MSFT ($33.4M), and BRK/B ($29.1M). This structure suggests a focus on established growth leaders and sector-specific opportunities.
Total AUM
$1.1B
QoQ Performance
+3.7%
Positions
121
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VRT
ULTA
VRT9.4%
ULTA5.7%
GOOGL4.5%
MCK3.5%
MSFT3.0%
GPGI2.8%
ABBV2.6%
BRK/B2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
Technology15.5%
Financial6.7%
Healthcare4.8%
Consumer2.4%
ETF1.8%
Communication1.3%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+28 more exited positions
Changes from Q3 2025
NEW12 new positions
↑52 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023