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Daniel Zuckerman

Zuckerman Investment Group, Llc

Assets Managed
$1.067B
Holdings
135
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-4.78%(2Q avg: -0.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Zuckerman Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Zuckerman Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.067B in assets, with a quarterly growth rate of -4.78% and a 2-quarter average growth rate of -0.54%. The portfolio is managed by Daniel Zuckerman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -37.9%
9.44%
$100.606M
401,492 shares@ $250.59 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.55%
4.39%
$46.737M
162,531 shares@ $287.56 avg price
ULTA
Ulta Beauty Inc
Recent Activity
Decreased -17.58%
4.28%
$45.601M
87,240 shares@ $522.71 avg price
MCK
Mckesson Corp
Recent Activity
Decreased -13.27%
3.38%
$36.026M
41,632 shares@ $865.36 avg price
CRM
Salesforce Inc
Recent Activity
Increased 175.85%
3.36%
$35.81M
191,833 shares@ $186.68 avg price
ICLR
Icon Plc
Recent Activity
Increased 80.54%
2.92%
$31.095M
280,992 shares@ $110.67 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 20.98%
2.9%
$30.903M
83,482 shares@ $370.18 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.16%
2.71%
$28.861M
533,970 shares@ $54.06 avg price
KKR
Kkr & Co Inc
Recent Activity
Increased 36.28%
2.69%
$28.586M
309,041 shares@ $92.51 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.29%
2.66%
$28.304M
130,138 shares@ $217.5 avg price

1-10 of 135