Filed: 8/14/2026ACC: 0001423296-26-000008
📋 What this filing means
ZUCKERMAN INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$1.18B
Total AUM (reported)
20.37M
Total Shares
Allocation by class
COM$548.45M46.4%
COM CL A$163.75M13.8%
CL A$75.09M6.4%
SHS$70.38M6.0%
CAP STK CL A$57.96M4.9%
FTSE EMR MKT ETF$31.85M2.7%
VAN FTSE DEV MKT$30.43M2.6%
Portfolio Concentration
Top 3$220.41M18.6%
4–10$246.12M20.8%
11–25$369.93M31.3%
Rest$346.04M29.3%
Top 3 weight
18.6%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 20.37M
Sole
Full voting authority
20.37M
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)
Sole138
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings138
Rows:
VERTIV HOLDINGS CO
SOLEShares332.44K
TypeSH
Market value$111.31M
9.41%
Sole
332.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares162.18K
TypeSH
Market value$57.96M
4.90%
Sole
162.18K
Shared
0.00
None
0.00
ICON PUB LTD CO
SOLEShares294.44K
TypeSH
Market value$51.15M
4.33%
Sole
294.44K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares98.02K
TypeSH
Market value$44.21M
3.74%
Sole
98.02K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares389.37K
TypeSH
Market value$35.74M
3.02%
Sole
389.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares95.71K
TypeSH
Market value$35.70M
3.02%
Sole
95.71K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares43.99K
TypeSH
Market value$33.24M
2.81%
Sole
43.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares113.08K
TypeSH
Market value$32.72M
2.77%
Sole
113.08K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares129.80K
TypeSH
Market value$32.66M
2.76%
Sole
129.80K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares533.60K
TypeSH
Market value$31.85M
2.69%
Sole
533.60K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares197.72K
TypeSH
Market value$30.98M
2.62%
Sole
197.72K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares427.11K
TypeSH
Market value$30.43M
2.57%
Sole
427.11K
Shared
0.00
None
0.00
GPGI INC
SOLEShares1.91M
TypeSH
Market value$30.34M
2.57%
Sole
1.91M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares58.93K
TypeSH
Market value$29.49M
2.49%
Sole
58.93K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares124.64K
TypeSH
Market value$28.27M
2.39%
Sole
124.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares101K
TypeSH
Market value$24.07M
2.04%
Sole
101K
Shared
0.00
None
0.00
SCHEIN HENRY INC
SOLEShares288.11K
TypeSH
Market value$24.06M
2.03%
Sole
288.11K
Shared
0.00
None
0.00
AEBI SCHMIDT HLDG AG
SOLEShares1.88M
TypeSH
Market value$23.57M
1.99%
Sole
1.88M
Shared
0.00
None
0.00
CHEWY INC
SOLEShares1.18M
TypeSH
Market value$23.11M
1.95%
Sole
1.18M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares40.71K
TypeSH
Market value$22.93M
1.94%
Sole
40.71K
Shared
0.00
None
0.00
CSW INDUSTRIALS INC
SOLEShares80.84K
TypeSH
Market value$22.50M
1.90%
Sole
80.84K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares30.43K
TypeSH
Market value$20.90M
1.77%
Sole
30.43K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.00
TypeSH
Market value$20.22M
1.71%
Sole
27.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares59.80K
TypeSH
Market value$19.58M
1.66%
Sole
59.80K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares89.26K
TypeSH
Market value$19.50M
1.65%
Sole
89.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 332.44K | SH | $111.31M 9.41% | 332.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 162.18K | SH | $57.96M 4.90% | 162.18K | 0.00 | 0.00 |
ICON PUB LTD COSOLE | SHS | 294.44K | SH | $51.15M 4.33% | 294.44K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 98.02K | SH | $44.21M 3.74% | 98.02K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 389.37K | SH | $35.74M 3.02% | 389.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 95.71K | SH | $35.70M 3.02% | 95.71K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 43.99K | SH | $33.24M 2.81% | 43.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 113.08K | SH | $32.72M 2.77% | 113.08K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 129.80K | SH | $32.66M 2.76% | 129.80K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 533.60K | SH | $31.85M 2.69% | 533.60K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 197.72K | SH | $30.98M 2.62% | 197.72K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 427.11K | SH | $30.43M 2.57% | 427.11K | 0.00 | 0.00 |
GPGI INCSOLE | COM CL A | 1.91M | SH | $30.34M 2.57% | 1.91M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 58.93K | SH | $29.49M 2.49% | 58.93K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 124.64K | SH | $28.27M 2.39% | 124.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 101K | SH | $24.07M 2.04% | 101K | 0.00 | 0.00 |
SCHEIN HENRY INCSOLE | COM | 288.11K | SH | $24.06M 2.03% | 288.11K | 0.00 | 0.00 |
AEBI SCHMIDT HLDG AGSOLE | COM | 1.88M | SH | $23.57M 1.99% | 1.88M | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 1.18M | SH | $23.11M 1.95% | 1.18M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 40.71K | SH | $22.93M 1.94% | 40.71K | 0.00 | 0.00 |
CSW INDUSTRIALS INCSOLE | COM | 80.84K | SH | $22.50M 1.90% | 80.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.43K | SH | $20.90M 1.77% | 30.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 27.00 | SH | $20.22M 1.71% | 27.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 59.80K | SH | $19.58M 1.66% | 59.80K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 89.26K | SH | $19.50M 1.65% | 89.26K | 0.00 | 0.00 |
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