Zuckerman Investment Group, LLC: 13F holdings
CIK 14232962026Q2
| Positions | 138 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 138 (+3 vs prior quarter) |
|---|
| Reported value | $1.2bn (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VRT VERTIV HOLDINGS CO | 332,438 | $111.3m | 9.4% |
| GOOGL ALPHABET INC | 162,178 | $58.0m | 4.9% |
| ICON PUB LTD CO | 294,439 | $51.1m | 4.3% |
| ULTA ULTA BEAUTY INC | 98,024 | $44.2m | 3.7% |
| KKR KKR & CO INC | 389,370 | $35.7m | 3.0% |
| MSFT MICROSOFT CORP | 95,711 | $35.7m | 3.0% |
| MCK MCKESSON CORP | 43,994 | $33.2m | 2.8% |
| AAPL APPLE INC | 113,075 | $32.7m | 2.8% |
| ABBV ABBVIE INC | 129,804 | $32.7m | 2.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 533,604 | $31.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1423296")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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