13F Filings History of Zuckerman Investment Group, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$1,080,243,001
Signature - Title
Daniel Zuckerman - CEO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Zuckerman Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Zuckerman Investment Group, LLC reported 158 stock holdings with total value $1,080,243,001 as of Q3 2025. Top holdings included VRT, ULTA, GOOGL, MCK, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 158 $1,080,243,001 +$63,027,913 -$88,427,561 -$25,399,648 VRT, ULTA, GOOGL, MCK, MSFT 13F-HR 13 Nov 2025, 14:54
Q2 2025 155 $1,031,647,439 +$83,755,686 -$80,391,067 +$3,364,619 VRT, ULTA, MCK, MSFT, KKR 13F-HR 14 Aug 2025, 19:24
Q1 2025 164 $932,784,038 +$30,374,723 -$38,974,933 -$8,600,210 VRT, ULTA, MCK, BRKB, KVUE 13F-HR 14 May 2025, 16:55
Q4 2024 153 $1,013,233,409 +$86,440,061 -$75,727,865 +$10,712,196 VRT, ULTA, MCK, GOOGL, KKR 13F-HR 13 Feb 2025, 11:40
Q3 2024 145 $973,111,788 +$39,128,239 -$10,652,747 +$28,475,492 VRT, ULTA, PNR, CSWI, MCK 13F-HR 13 Nov 2024, 15:41
Q2 2024 147 $864,847,914 +$54,971,088 -$49,670,596 +$5,300,492 VRT, ULTA, MCK, DKS, MSFT 13F-HR 12 Aug 2024, 13:13
Q1 2024 145 $881,640,484 +$66,369,745 -$82,162,725 -$15,792,980 VRT, ULTA, MCK, PNR, DKS 13F-HR 15 May 2024, 11:34
Q4 2023 131 $774,364,334 +$47,426,784 -$49,117,185 -$1,690,401 VRT, ULTA, MCK, DKS, PNR 13F-HR 14 Feb 2024, 14:25
Q3 2023 140 $699,108,515 +$34,431,368 -$45,391,414 -$10,960,046 VRT, ULTA, BCO, MCK, KAR 13F-HR 14 Nov 2023, 17:39
Q2 2023 128 $698,925,298 +$21,378,050 -$34,800,084 -$13,422,034 VRT, ULTA, BCO, MCK, PNR 13F-HR 14 Aug 2023, 19:12
Q1 2023 122 $658,367,160 +$10,140,362 -$22,025,547 -$11,885,185 ULTA, VRT, BCO, KAR, DKS 13F-HR 12 May 2023, 11:49
Q4 2022 133 $633,027,827 +$47,580,130 -$6,815,221 +$40,764,909 VRT, ULTA, BCO, SHYF, MCK 13F-HR 15 Feb 2023, 11:39
Q3 2022 117 $532,894,000 +$62,354,352 -$23,899,173 +$38,455,179 ULTA, BCO, VRT, MCK, SHYF 13F-HR 04 Nov 2022, 19:20
Q2 2022 111 $549,623,000 +$81,643,080 -$36,874,271 +$44,768,809 BCO, ULTA, KAR, MCK, VRT 13F-HR 12 Aug 2022, 17:37
Q1 2022 114 $620,088,124 +$54,231,815 -$23,864,269 +$30,367,546 SHYF, KAR, BCO, VRT, ULTA 13F-HR 16 May 2022, 17:24
Q4 2021 116 $645,110,000 +$23,355,468 -$19,393,989 +$3,961,479 SHYF, BCO, ULTA, AAP, CRI 13F-HR 14 Feb 2022, 15:46
Q3 2021 113 $603,592,000 +$23,834,107 -$33,097,116 -$9,263,009 SHYF, BCO, ULTA, AAP, CRI 13F-HR 12 Nov 2021, 10:56
Q2 2021 114 $634,074,000 +$51,839,772 -$57,772,174 -$5,932,402 SHYF, BCO, AAP, ULTA, CVET 13F-HR 13 Aug 2021, 17:34
Q1 2021 109 $609,207,000 +$65,953,746 -$65,538,951 +$414,795 BCO, SHYF, CVET, WBA, AAP 13F-HR 17 May 2021, 10:38
Q4 2020 88 $542,850,000 +$44,064,859 -$17,523,114 +$26,541,745 BCO, SHYF, CVET, BRKB, ULTA 13F-HR 12 Feb 2021, 17:22
Q3 2020 81 $450,646,237 +$24,536,527 -$32,846,171 -$8,309,644 CVET, BRKB, SHYF, BCO, CMCSA 13F-HR 13 Nov 2020, 17:11
Q2 2020 78 $421,360,000 +$66,998,339 -$33,322,959 +$33,675,380 CVET, SHYF, BRKB, BCO, THS 13F-HR 14 Aug 2020, 10:56
Q1 2020 69 $342,882,000 +$65,299,098 -$20,926,166 +$44,372,932 BRKB, WBA, SPAR, CMCSA, CVET 13F-HR 15 May 2020, 10:23
Q4 2019 67 $479,485,000 +$67,679,310 -$18,549,048 +$49,130,262 CSWC, BRKB, SPAR, HBB, SCHL 13F-HR 14 Feb 2020, 08:19
Q3 2019 66 $423,806,000 +$13,948,333 -$41,023,405 -$27,075,072 CSWC, BRKB, AAP, CMCSA, SCHL 13F-HR 13 Nov 2019, 09:21
Q2 2019 65 $452,152,000 +$37,608,851 -$15,147,239 +$22,461,612 CSWC, SCHL, BRKB, CMCSA, HSIC 13F-HR 14 Aug 2019, 09:15
Q1 2019 63 $423,211,000 +$40,680,094 -$12,054,820 +$28,625,274 CSWC, SCHL, BRKB, CMCSA, AAP 13F-HR 13 May 2019, 16:36
Q4 2018 59 $359,881,000 +$28,489,690 -$32,584,527 -$4,094,837 CSWC, SCHL, BRKB, AAP, HSIC 13F-HR 13 Feb 2019, 08:28
Q3 2018 61 $459,308,000 +$28,418,608 -$13,246,936 +$15,171,672 AAP, SCHL, CSWC, CBS, BRKB 13F-HR 13 Nov 2018, 14:13
Q2 2018 58 $426,783,000 +$49,172,415 -$31,740,175 +$17,432,240 SCHL, AAP, CBS, CSWC, CSWI 13F-HR 13 Aug 2018, 12:18
Q1 2018 56 $391,167,000 +$44,419,301 -$42,178,080 +$2,241,221 CSWI, AAP, SCHL, CBS, CSWC 13F-HR 14 May 2018, 11:23
Q4 2017 54 $398,846,000 +$46,955,081 -$53,260,611 -$6,305,530 CSWI, SCHL, AAP, CSWC, BRKB 13F-HR 13 Feb 2018, 16:11
Q3 2017 51 $407,268,000 +$36,375,725 -$16,748,100 +$19,627,625 CSWI, BCO, NC, SCHL, CSWC 13F-HR 13 Nov 2017, 17:35
Q2 2017 52 $374,254,000 +$17,358,875 -$16,817,895 +$540,980 CSWI, BCO, NC, SCHL, AGCO 13F-HR 11 Aug 2017, 17:16
Q1 2017 58 $412,099,000 +$40,850,622 -$33,636,936 +$7,213,686 BCO, CSWI, CBS, SCHL, NC 13F-HR 12 May 2017, 09:56
Q4 2016 57 $408,165,000 +$19,302,371 -$9,205,349 +$10,097,022 CSWI, SCHL, BCO, NC, CBS 13F-HR 14 Feb 2017, 12:11
Q3 2016 57 $377,050,000 +$34,280,394 -$7,106,102 +$27,174,292 CSWI, BCO, SCHL, CBS, NC 13F-HR 14 Nov 2016, 09:19
Q2 2016 56 $374,145,000 +$24,150,399 -$17,941,101 +$6,209,298 CSWI, SCHL, BCO, NC, CBS 13F-HR 12 Aug 2016, 10:18
Q1 2016 43 $372,922,000 +$25,775,035 -$35,928,729 -$10,153,694 CSWI, BCO, SCHL, NC, IBM 13F-HR 13 May 2016, 10:17
Q4 2015 47 $423,432,000 +$35,735,237 -$46,998,727 -$11,263,490 CSWI, MSFT, SCHL, IBM, BCO 13F-HR 12 Feb 2016, 09:50
Q3 2015 44 $401,692,000 +$110,646,036 -$38,746,772 +$71,899,264 CSWI, SCHL, NC, MSFT, IBM 13F-HR 13 Nov 2015, 09:09
Q2 2015 44 $447,204,000 +$85,752,732 -$12,294,394 +$73,458,338 CSWC, SCHL, NC, ACAS, PBPB 13F-HR 13 Aug 2015, 15:56
Q1 2015 52 $469,917,000 +$70,897,406 -$50,443,530 +$20,453,876 CSWC, PBPB, ACAS, NC, AIMFF 13F-HR 13 May 2015, 12:02
Q4 2014 60 $473,336,000 +$54,049,004 -$47,777,717 +$6,271,287 CSWC, ACAS, NC, PBPB, AIMFF 13F-HR 06 Feb 2015, 09:57
Q3 2014 60 $480,390,000 +$102,506,967 -$57,371,628 +$45,135,339 CSWC, PBPB, NC, ACAS, MSFT 13F-HR 13 Nov 2014, 10:18
Q2 2014 48 $463,975,000 +$72,461,418 -$13,059,041 +$59,402,377 CSWC, AAP, NOVXXXX, AIMFF, CBS 13F-HR 13 Aug 2014, 10:24
Q1 2014 44 $421,653,000 +$56,022,058 -$33,489,973 +$22,532,085 CSWC, AAP, NOVXXXX, AIMFF, ACAS 13F-HR 13 May 2014, 18:19
Q4 2013 49 $425,522,000 $0 CSWC, VVI, AAP, AIMFF, NWSA 13F-HR 13 Feb 2014, 15:38