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Zuckerman Investment Group, LLC - Portfolio Stock Holdings

Zuckerman Investment Group, LLC disclosed 141 stock positions in a recent SEC 13F filing. $986,901,575 of stock holdings were filed, with the largest holdings including VRT, GOOGL, and ULTA. This filing represented positions held on March 31, 2026, and was filed on May 15, 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:

March 31, 2026

No. of Stocks:

141

Est. Stock Holding Value:

$986,901,575

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Zuckerman Investment Group, LLC

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

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