Zuckerman Investment Group, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 15, 2025
Value $
$1.03B
Signature - Title
Daniel Zuckerman - CEO & Chief Compliance Officer
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 155 stock holdings with total value $1.03B as of Q2 2025. Top holdings included VRT, ULTA, MCK, MSFT, and KKR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 155 $1.03B +$83.8M -$80.4M +$3.36M VRT, ULTA, MCK, MSFT, KKR 13F-HR 8/14/2025, 07:24 PM
Q1 2025 164 $933M +$30.4M -$39M -$8.6M VRT, ULTA, MCK, BRKB, KVUE 13F-HR 5/14/2025, 04:55 PM
Q4 2024 153 $1.01B +$86.4M -$75.7M +$10.7M VRT, ULTA, MCK, GOOGL, KKR 13F-HR 2/13/2025, 11:40 AM
Q3 2024 145 $973M +$39.1M -$10.7M +$28.5M VRT, ULTA, PNR, CSWI, MCK 13F-HR 11/13/2024, 03:41 PM
Q2 2024 147 $865M +$55M -$49.7M +$5.3M VRT, ULTA, MCK, DKS, MSFT 13F-HR 8/12/2024, 01:13 PM
Q1 2024 145 $882M +$66.4M -$82.2M -$15.8M VRT, ULTA, MCK, PNR, DKS 13F-HR 5/15/2024, 11:34 AM
Q4 2023 131 $774M +$47.4M -$49.1M -$1.69M VRT, ULTA, MCK, DKS, PNR 13F-HR 2/14/2024, 02:25 PM
Q3 2023 140 $699M +$34.4M -$45.4M -$11M VRT, ULTA, BCO, MCK, KAR 13F-HR 11/14/2023, 05:39 PM
Q2 2023 128 $699M +$21.4M -$34.8M -$13.4M VRT, ULTA, BCO, MCK, PNR 13F-HR 8/14/2023, 07:12 PM
Q1 2023 122 $658M +$10.1M -$22M -$11.9M ULTA, VRT, BCO, KAR, DKS 13F-HR 5/12/2023, 11:49 AM
Q4 2022 133 $633M +$47.6M -$6.82M +$40.8M VRT, ULTA, BCO, SHYF, MCK 13F-HR 2/15/2023, 11:39 AM
Q3 2022 117 $533M +$62.4M -$23.9M +$38.5M ULTA, BCO, VRT, MCK, SHYF 13F-HR 11/4/2022, 07:20 PM
Q2 2022 111 $550M +$81.6M -$36.9M +$44.8M BCO, ULTA, KAR, MCK, VRT 13F-HR 8/12/2022, 05:37 PM
Q1 2022 114 $620M +$54.2M -$23.9M +$30.4M SHYF, KAR, BCO, VRT, ULTA 13F-HR 5/16/2022, 05:24 PM
Q4 2021 116 $645M +$23.4M -$19.4M +$3.96M SHYF, BCO, ULTA, AAP, CRI 13F-HR 2/14/2022, 03:46 PM
Q3 2021 113 $604M +$23.8M -$33.1M -$9.26M SHYF, BCO, ULTA, AAP, CRI 13F-HR 11/12/2021, 10:56 AM
Q2 2021 114 $634M +$51.8M -$57.8M -$5.93M SHYF, BCO, AAP, ULTA, CVET 13F-HR 8/13/2021, 05:34 PM
Q1 2021 109 $609M +$66M -$65.5M +$415K BCO, SHYF, CVET, WBA, AAP 13F-HR 5/17/2021, 10:38 AM
Q4 2020 88 $543M +$44.1M -$17.5M +$26.5M BCO, SHYF, CVET, BRKB, ULTA 13F-HR 2/12/2021, 05:22 PM
Q3 2020 81 $451M +$24.5M -$32.8M -$8.31M CVET, BRKB, SHYF, BCO, CMCSA 13F-HR 11/13/2020, 05:11 PM
Q2 2020 78 $421M +$67M -$33.3M +$33.7M CVET, SHYF, BRKB, BCO, THS 13F-HR 8/14/2020, 10:56 AM
Q1 2020 69 $343M +$65.3M -$20.9M +$44.4M BRKB, WBA, SPAR, CMCSA, CVET 13F-HR 5/15/2020, 10:23 AM
Q4 2019 67 $479M +$67.7M -$18.5M +$49.1M CSWC, BRKB, SPAR, HBB, SCHL 13F-HR 2/14/2020, 08:19 AM
Q3 2019 66 $424M +$13.9M -$41M -$27.1M CSWC, BRKB, AAP, CMCSA, SCHL 13F-HR 11/13/2019, 09:21 AM
Q2 2019 65 $452M +$37.6M -$15.1M +$22.5M CSWC, SCHL, BRKB, CMCSA, HSIC 13F-HR 8/14/2019, 09:15 AM
Q1 2019 63 $423M +$40.7M -$12.1M +$28.6M CSWC, SCHL, BRKB, CMCSA, AAP 13F-HR 5/13/2019, 04:36 PM
Q4 2018 59 $360M +$28.5M -$32.6M -$4.09M CSWC, SCHL, BRKB, AAP, HSIC 13F-HR 2/13/2019, 08:28 AM
Q3 2018 61 $459M +$28.4M -$13.2M +$15.2M AAP, SCHL, CSWC, CBS, BRKB 13F-HR 11/13/2018, 02:13 PM
Q2 2018 58 $427M +$49.2M -$31.7M +$17.4M SCHL, AAP, CBS, CSWC, CSWI 13F-HR 8/13/2018, 12:18 PM
Q1 2018 56 $391M +$44.4M -$42.2M +$2.24M CSWI, AAP, SCHL, CBS, CSWC 13F-HR 5/14/2018, 11:23 AM
Q4 2017 54 $399M +$47M -$53.3M -$6.31M CSWI, SCHL, AAP, CSWC, BRKB 13F-HR 2/13/2018, 04:11 PM
Q3 2017 51 $407M +$36.4M -$16.7M +$19.6M CSWI, BCO, NC, SCHL, CSWC 13F-HR 11/13/2017, 05:35 PM
Q2 2017 52 $374M +$17.4M -$16.8M +$541K CSWI, BCO, NC, SCHL, AGCO 13F-HR 8/11/2017, 05:16 PM
Q1 2017 58 $412M +$40.9M -$33.6M +$7.21M BCO, CSWI, CBS, SCHL, NC 13F-HR 5/12/2017, 09:56 AM
Q4 2016 57 $408M +$19.3M -$9.21M +$10.1M CSWI, SCHL, BCO, NC, CBS 13F-HR 2/14/2017, 12:11 PM
Q3 2016 57 $377M +$34.3M -$7.11M +$27.2M CSWI, BCO, SCHL, CBS, NC 13F-HR 11/14/2016, 09:19 AM
Q2 2016 56 $374M +$24.2M -$17.9M +$6.21M CSWI, SCHL, BCO, NC, CBS 13F-HR 8/12/2016, 10:18 AM
Q1 2016 43 $373M +$25.8M -$35.9M -$10.2M CSWI, BCO, SCHL, NC, IBM 13F-HR 5/13/2016, 10:17 AM
Q4 2015 47 $423M +$35.7M -$47M -$11.3M CSWI, MSFT, SCHL, IBM, BCO 13F-HR 2/12/2016, 09:50 AM
Q3 2015 44 $402M +$111M -$38.7M +$71.9M CSWI, SCHL, NC, MSFT, IBM 13F-HR 11/13/2015, 09:09 AM
Q2 2015 44 $447M +$85.8M -$12.3M +$73.5M CSWC, SCHL, NC, ACAS, PBPB 13F-HR 8/13/2015, 03:56 PM
Q1 2015 52 $470M +$70.9M -$50.4M +$20.5M CSWC, PBPB, ACAS, NC, AIMFF 13F-HR 5/13/2015, 12:02 PM
Q4 2014 60 $473M +$54M -$47.8M +$6.27M CSWC, ACAS, NC, PBPB, AIMFF 13F-HR 2/6/2015, 09:57 AM
Q3 2014 60 $480M +$103M -$57.4M +$45.1M CSWC, PBPB, NC, ACAS, MSFT 13F-HR 11/13/2014, 10:18 AM
Q2 2014 48 $464M +$72.5M -$13.1M +$59.4M CSWC, AAP, NOVXXXX, AIMFF, CBS 13F-HR 8/13/2014, 10:24 AM
Q1 2014 44 $422M +$56M -$33.5M +$22.5M CSWC, AAP, NOVXXXX, AIMFF, ACAS 13F-HR 5/13/2014, 06:19 PM
Q4 2013 49 $426M CSWC, VVI, AAP, AIMFF, NWSA 13F-HR 2/13/2014, 03:38 PM