Filed: 8/15/2025ACC: 0001423296-25-000008
📋 What this filing means
ZUCKERMAN INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$1.03B
Total AUM (reported)
21.33M
Total Shares
Allocation by class
COM$536.23M52.0%
COM CL A$140.17M13.6%
CL A$77.06M7.5%
SHS$49.94M4.8%
CAP STK CL A$29.87M2.9%
CL B NEW$29.06M2.8%
FTSE EMR MKT ETF$25.38M2.5%
Portfolio Concentration
Top 3$178.52M17.3%
4–10$202.58M19.6%
11–25$324.97M31.5%
Rest$325.58M31.6%
Top 3 weight
17.3%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 21.33M
Sole
Full voting authority
21.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole155
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings155
Rows:
VERTIV HOLDINGS CO
SOLEShares701.58K
TypeSH
Market value$90.09M
8.73%
Sole
701.58K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares110.85K
TypeSH
Market value$51.86M
5.03%
Sole
110.85K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares49.91K
TypeSH
Market value$36.57M
3.54%
Sole
49.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares68.29K
TypeSH
Market value$33.97M
3.29%
Sole
68.29K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares228.80K
TypeSH
Market value$30.44M
2.95%
Sole
228.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares169.48K
TypeSH
Market value$29.87M
2.90%
Sole
169.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares59.81K
TypeSH
Market value$29.06M
2.82%
Sole
59.81K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares39.22K
TypeSH
Market value$28.95M
2.81%
Sole
39.22K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares513.04K
TypeSH
Market value$25.38M
2.46%
Sole
513.04K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares242.84K
TypeSH
Market value$24.93M
2.42%
Sole
242.84K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares125.80K
TypeSH
Market value$24.88M
2.41%
Sole
125.80K
Shared
0.00
None
0.00
SHYFT GROUP INC
SOLEShares1.94M
TypeSH
Market value$24.27M
2.35%
Sole
1.94M
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares1.78M
TypeSH
Market value$24.02M
2.33%
Sole
1.78M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares406.89K
TypeSH
Market value$23.20M
2.25%
Sole
406.89K
Shared
0.00
None
0.00
ICON PLC
SOLEShares158.20K
TypeSH
Market value$23.01M
2.23%
Sole
158.20K
Shared
0.00
None
0.00
CSW INDUSTRIALS INC
SOLEShares79.89K
TypeSH
Market value$22.91M
2.22%
Sole
79.89K
Shared
0.00
None
0.00
COMPOSECURE INC
SOLEShares1.62M
TypeSH
Market value$22.86M
2.22%
Sole
1.62M
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares82.39K
TypeSH
Market value$21.99M
2.13%
Sole
82.39K
Shared
0.00
None
0.00
PORTILLOS INC
SOLEShares1.87M
TypeSH
Market value$21.87M
2.12%
Sole
1.87M
Shared
0.00
None
0.00
CHEWY INC
SOLEShares493.93K
TypeSH
Market value$21.05M
2.04%
Sole
493.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares95.03K
TypeSH
Market value$20.85M
2.02%
Sole
95.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares99.01K
TypeSH
Market value$20.31M
1.97%
Sole
99.01K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares954.96K
TypeSH
Market value$19.99M
1.94%
Sole
954.96K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares61.94K
TypeSH
Market value$17.96M
1.74%
Sole
61.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares27.82K
TypeSH
Market value$15.80M
1.53%
Sole
27.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 701.58K | SH | $90.09M 8.73% | 701.58K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 110.85K | SH | $51.86M 5.03% | 110.85K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 49.91K | SH | $36.57M 3.54% | 49.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 68.29K | SH | $33.97M 3.29% | 68.29K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 228.80K | SH | $30.44M 2.95% | 228.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 169.48K | SH | $29.87M 2.90% | 169.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 59.81K | SH | $29.06M 2.82% | 59.81K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 39.22K | SH | $28.95M 2.81% | 39.22K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 513.04K | SH | $25.38M 2.46% | 513.04K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 242.84K | SH | $24.93M 2.42% | 242.84K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 125.80K | SH | $24.88M 2.41% | 125.80K | 0.00 | 0.00 |
SHYFT GROUP INCSOLE | COM | 1.94M | SH | $24.27M 2.35% | 1.94M | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 1.78M | SH | $24.02M 2.33% | 1.78M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 406.89K | SH | $23.20M 2.25% | 406.89K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 158.20K | SH | $23.01M 2.23% | 158.20K | 0.00 | 0.00 |
CSW INDUSTRIALS INCSOLE | COM | 79.89K | SH | $22.91M 2.22% | 79.89K | 0.00 | 0.00 |
COMPOSECURE INCSOLE | COM CL A | 1.62M | SH | $22.86M 2.22% | 1.62M | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 82.39K | SH | $21.99M 2.13% | 82.39K | 0.00 | 0.00 |
PORTILLOS INCSOLE | COM CL A | 1.87M | SH | $21.87M 2.12% | 1.87M | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 493.93K | SH | $21.05M 2.04% | 493.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 95.03K | SH | $20.85M 2.02% | 95.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.01K | SH | $20.31M 1.97% | 99.01K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 954.96K | SH | $19.99M 1.94% | 954.96K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 61.94K | SH | $17.96M 1.74% | 61.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 27.82K | SH | $15.80M 1.53% | 27.82K | 0.00 | 0.00 |
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