EdgeMarket › What Zuckerman Investment Group, Llc reported owning
What Zuckerman Investment Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
135Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VRT Vertiv Holdings Co | 100.6M | 9.4% | 401.5K | 261.95 | +105.4% |
| GOOGL Alphabet Inc. | 46.7M | 4.4% | 162.5K | 344.82 | +73.0% |
| ULTA Ulta Beauty, Inc. | 45.6M | 4.3% | 87.2K | 521.46 | +0.9% |
| MCK MCKESSON CORP | 36.0M | 3.4% | 41.6K | 858.90 | +22.2% |
| CRM Salesforce, Inc. | 35.8M | 3.4% | 191.8K | 209.17 | -15.1% |
| ICLR ICON PLC | 31.1M | 2.9% | 281.0K | 172.23 | -4.4% |
| MSFT MICROSOFT CORP | 30.9M | 2.9% | 83.5K | 483.24 | -4.4% |
| VWO Vanguard FTSE Emerging Markets ETF | 28.9M | 2.7% | 534.0K | 60.45 | +17.7% |
| KKR KKR & Co. Inc. | 28.6M | 2.7% | 309.0K | 108.48 | -21.4% |
| ABBV AbbVie Inc. | 28.3M | 2.7% | 130.1K | 264.96 | +26.7% |
| unmapped CUSIP 084670702 | 27.8M | 2.6% | 58.0K | — | — |
| VEA Vanguard FTSE Developed Markets ETF | 27.4M | 2.6% | 427.1K | 73.42 | +24.7% |
| GPGI GPGI, Inc. | 27.2M | 2.5% | 1.6M | 12.79 | -32.8% |
| AAPL Apple Inc. | 25.6M | 2.4% | 101.0K | 309.35 | +36.9% |
| DKS DICK'S SPORTING GOODS, INC. | 24.6M | 2.3% | 124.0K | 183.23 | -17.8% |
| META Meta Platforms, Inc. | 23.5M | 2.2% | 41.1K | 549.90 | -26.5% |
| HSIC HENRY SCHEIN INC | 21.3M | 2.0% | 288.6K | 88.50 | +28.9% |
| CSW CSW INDUSTRIALS, INC. | 20.9M | 2.0% | 80.2K | 330.09 | +25.9% |
| AMZN AMAZON COM INC | 20.8M | 1.9% | 99.7K | 258.63 | +15.6% |
| PNR PENTAIR plc | 20.6M | 1.9% | 236.4K | 64.40 | -38.7% |
| VDE Vanguard Energy ETF | 20.3M | 1.9% | 117.2K | 179.58 | +49.2% |
| RHLD Resolute Holdings Management, Inc. | 19.9M | 1.9% | 122.7K | 127.63 | +123.4% |
| OIH VanEck Oil Services ETF | 18.9M | 1.8% | 46.6K | 415.33 | +75.6% |
| AEBI Aebi Schmidt Holding AG | 18.4M | 1.7% | 1.9M | 12.32 | +7.3% |
| VOO Vanguard S&P 500 ETF | 17.9M | 1.7% | 30.0K | 703.71 | +20.0% |
| JPM JPMORGAN CHASE & CO | 17.7M | 1.7% | 60.2K | 351.58 | +20.3% |
| PGR PROGRESSIVE CORP/OH/ | 17.5M | 1.6% | 88.1K | 219.28 | -13.2% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 16.5M | 1.6% | 164.3K | 100.63 | +0.0% |
| unmapped CUSIP 084670108 | 15.1M | 1.4% | 21 | — | — |
| SITE SiteOne Landscape Supply, Inc. | 13.3M | 1.2% | 100.1K | 95.94 | -30.4% |
| CHWY Chewy, Inc. | 13.3M | 1.2% | 493.2K | 24.02 | -41.3% |
| VO Vanguard Morningstar Mid-Cap ETF | 13.0M | 1.2% | 45.3K | 82.97 | +15.9% |
| ADBE ADOBE INC. | 12.9M | 1.2% | 53.1K | 275.30 | -22.1% |
| ABT ABBOTT LABORATORIES | 12.7M | 1.2% | 123.8K | 116.64 | -11.9% |
| DIS Walt Disney Co | 12.2M | 1.1% | 126.7K | 107.78 | -7.9% |
| LULU lululemon athletica inc. | 11.6M | 1.1% | 75.7K | 121.07 | -38.9% |
| PTLO Portillo's Inc. | 10.9M | 1.0% | 2.1M | 4.97 | -31.1% |
| VTWO Vanguard Russell 2000 ETF | 10.4M | 1.0% | 104.1K | 121.25 | +33.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 9.4M | 0.9% | 19.1K | 629.27 | +27.2% |
| IWF iShares Russell 1000 Growth Fund | 9.3M | 0.9% | 21.7K | 122.39 | +11.2% |
| IUSV iShares Core S&P U.S. Value ETF | 9.1M | 0.8% | 88.5K | 114.89 | +17.6% |
| NFLX NETFLIX INC | 8.6M | 0.8% | 89.6K | 79.59 | -34.4% |
| XLF State Street Financial Select Sector SPDR ETF | 8.3M | 0.8% | 169.1K | 57.48 | +8.7% |
| PG PROCTER & GAMBLE Co | 7.4M | 0.7% | 51.6K | 144.68 | -9.3% |
| unmapped CUSIP 852234AK9 | 6.0M | 0.6% | 6.4M | — | — |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.3M | 0.5% | 9.1K | 713.44 | +26.1% |
| JNJ JOHNSON & JOHNSON | 3.4M | 0.3% | 13.8K | 270.24 | +51.1% |
| PLTR Palantir Technologies Inc. | 3.3M | 0.3% | 22.9K | 179.94 | +15.3% |
| PEP PEPSICO INC | 3.3M | 0.3% | 21.3K | 143.48 | -4.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 3.1M | 0.3% | 45.1K | 81.57 | +31.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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