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Zuckerman Investment Group, LLC - Portfolio Stock Holdings

Zuckerman Investment Group, LLC disclosed 140 stock positions in a recent SEC 13F filing. $1,175,612,072 of stock holdings were filed, with the largest holdings including VRT, GOOGL, and ICLR. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $2,167,050,844 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

140

Est. Stock Holding Value:

$1,175,612,072

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Zuckerman Investment Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
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% Change

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Portfolio Options Holdings - Zuckerman Investment Group, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
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Note: Options holding values may be affected by fund filing errors.