Notify me when Zuckerman Investment Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 137 | $1,120,135,284 | +$61,891,217 | -$59,291,788 | +$2,599,429 | VRT, ULTA, GOOGL, MCK, MSFT | 13F-HR | 13 Feb 2026, 17:08 |
| Q3 2025 | 158 | $1,080,243,001 | +$63,027,917 | -$88,427,572 | -$25,399,655 | VRT, ULTA, GOOGL, MCK, MSFT | 13F-HR | 13 Nov 2025, 14:54 |
| Q2 2025 | 155 | $1,031,647,439 | +$83,755,684 | -$80,391,043 | +$3,364,641 | VRT, ULTA, MCK, MSFT, KKR | 13F-HR | 14 Aug 2025, 19:24 |
| Q1 2025 | 164 | $932,784,038 | +$30,374,723 | -$38,974,932 | -$8,600,209 | VRT, ULTA, MCK, BRKB, KVUE | 13F-HR | 14 May 2025, 16:55 |
| Q4 2024 | 153 | $1,013,233,409 | +$86,440,067 | -$75,727,864 | +$10,712,203 | VRT, ULTA, MCK, GOOGL, KKR | 13F-HR | 13 Feb 2025, 11:40 |
| Q3 2024 | 145 | $973,111,788 | +$39,128,245 | -$10,652,746 | +$28,475,499 | VRT, ULTA, PNR, CSWI, MCK | 13F-HR | 13 Nov 2024, 15:41 |
| Q2 2024 | 147 | $864,847,914 | +$54,971,089 | -$49,744,839 | +$5,226,250 | VRT, ULTA, MCK, DKS, MSFT | 13F-HR | 12 Aug 2024, 13:13 |
| Q1 2024 | 147 | $881,963,672 | +$66,501,033 | -$82,162,274 | -$15,661,241 | VRT, ULTA, MCK, PNR, DKS | 13F-HR | 15 May 2024, 11:34 |
| Q4 2023 | 131 | $774,364,334 | +$47,426,782 | -$49,117,177 | -$1,690,395 | VRT, ULTA, MCK, DKS, PNR | 13F-HR | 14 Feb 2024, 14:25 |
| Q3 2023 | 133 | $699,108,515 | +$34,431,367 | -$45,391,349 | -$10,959,982 | VRT, ULTA, BCO, MCK, KAR | 13F-HR | 14 Nov 2023, 17:39 |
| Q2 2023 | 123 | $698,925,298 | +$21,378,050 | -$34,800,090 | -$13,422,040 | VRT, ULTA, BCO, MCK, PNR | 13F-HR | 14 Aug 2023, 18:12 |
| Q1 2023 | 122 | $658,367,160 | +$10,140,369 | -$25,631,105 | -$15,490,736 | ULTA, VRT, BCO, KAR, DKS | 13F-HR | 12 May 2023, 11:49 |
| Q4 2022 | 133 | $633,027,827 | +$47,580,054 | -$9,635,221 | +$37,944,833 | VRT, ULTA, BCO, SHYF, MCK | 13F-HR | 15 Feb 2023, 12:39 |
| Q3 2022 | 117 | $532,894,000 | +$62,354,515 | -$51,167,106 | +$11,187,409 | ULTA, BCO, VRT, MCK, SHYF | 13F-HR | 04 Nov 2022, 19:20 |
| Q2 2022 | 112 | $549,838,000 | +$81,814,245 | -$53,125,224 | +$28,689,021 | BCO, ULTA, KAR, MCK, VRT | 13F-HR | 12 Aug 2022, 17:37 |
| Q1 2022 | 114 | $620,212,000 | +$54,355,712 | -$50,258,250 | +$4,097,462 | SHYF, KAR, BCO, VRT, ULTA | 13F-HR | 16 May 2022, 17:24 |
| Q4 2021 | 116 | $645,110,000 | +$23,355,478 | -$21,315,972 | +$2,039,506 | SHYF, BCO, ULTA, AAP, CRI | 13F-HR | 14 Feb 2022, 16:46 |
| Q3 2021 | 113 | $603,592,000 | +$23,834,102 | -$33,097,097 | -$9,262,995 | SHYF, BCO, ULTA, AAP, CRI | 13F-HR | 12 Nov 2021, 10:56 |
| Q2 2021 | 114 | $634,074,000 | +$51,839,597 | -$57,772,195 | -$5,932,598 | SHYF, BCO, AAP, ULTA, CVET | 13F-HR | 13 Aug 2021, 17:34 |
| Q1 2021 | 109 | $609,207,000 | +$65,953,760 | -$65,539,445 | +$414,315 | BCO, SHYF, CVET, WBA, AAP | 13F-HR | 17 May 2021, 10:38 |
| Q4 2020 | 88 | $542,850,000 | +$44,064,999 | -$36,091,116 | +$7,973,883 | BCO, SHYF, CVET, BRKB, ULTA | 13F-HR | 12 Feb 2021, 18:22 |
| Q3 2020 | 81 | $450,883,000 | +$24,773,297 | -$29,675,487 | -$4,902,190 | CVET, BRKB, SHYF, BCO, CMCSA | 13F-HR | 13 Nov 2020, 18:11 |
| Q2 2020 | 79 | $421,360,000 | +$66,998,507 | -$51,233,945 | +$15,764,562 | CVET, SHYF, BRKB, BCO, THS | 13F-HR | 14 Aug 2020, 10:56 |
| Q1 2020 | 69 | $342,882,000 | +$65,298,962 | -$62,514,168 | +$2,784,794 | BRKB, WBA, SPAR, CMCSA, CVET | 13F-HR | 15 May 2020, 10:23 |
| Q4 2019 | 67 | $479,485,000 | +$67,678,926 | -$39,099,815 | +$28,579,111 | CSWC, BRKB, SPAR, HBB, SCHL | 13F-HR | 14 Feb 2020, 09:19 |
| Q3 2019 | 66 | $423,783,000 | +$13,948,336 | -$41,023,396 | -$27,075,060 | CSWC, BRKB, AAP, CMCSA, SCHL | 13F-HR | 13 Nov 2019, 10:21 |
| Q2 2019 | 65 | $452,152,000 | +$37,608,847 | -$15,147,238 | +$22,461,609 | CSWC, SCHL, BRKB, CMCSA, HSIC | 13F-HR | 14 Aug 2019, 09:15 |
| Q1 2019 | 63 | $423,211,000 | +$40,680,335 | -$16,295,819 | +$24,384,516 | CSWC, SCHL, BRKB, CMCSA, AAP | 13F-HR | 13 May 2019, 16:36 |
| Q4 2018 | 59 | $359,881,000 | +$28,489,698 | -$74,175,527 | -$45,685,829 | CSWC, SCHL, BRKB, AAP, HSIC | 13F-HR | 13 Feb 2019, 09:28 |
| Q3 2018 | 61 | $459,308,000 | +$28,418,601 | -$13,246,936 | +$15,171,665 | AAP, SCHL, CSWC, CBS, BRKB | 13F-HR | 13 Nov 2018, 15:13 |
| Q2 2018 | 58 | $426,783,000 | +$49,172,382 | -$39,233,172 | +$9,939,210 | SCHL, AAP, CBS, CSWC, CSWI | 13F-HR | 13 Aug 2018, 12:18 |
| Q1 2018 | 56 | $391,167,000 | +$44,419,305 | -$46,876,087 | -$2,456,782 | CSWI, AAP, SCHL, CBS, CSWC | 13F-HR | 14 May 2018, 11:23 |
| Q4 2017 | 54 | $398,846,000 | +$46,955,084 | -$54,833,619 | -$7,878,535 | CSWI, SCHL, AAP, CSWC, BRKB | 13F-HR | 13 Feb 2018, 17:11 |
| Q3 2017 | 51 | $407,268,000 | +$36,375,748 | -$29,114,103 | +$7,261,645 | CSWI, BCO, NC, SCHL, CSWC | 13F-HR | 13 Nov 2017, 18:35 |
| Q2 2017 | 52 | $373,913,000 | +$17,358,896 | -$63,722,905 | -$46,364,009 | CSWI, BCO, NC, SCHL, AGCO | 13F-HR | 11 Aug 2017, 17:16 |
| Q1 2017 | 58 | $412,099,000 | +$40,850,636 | -$41,846,948 | -$996,312 | BCO, CSWI, CBS, SCHL, NC | 13F-HR | 12 May 2017, 09:56 |
| Q4 2016 | 57 | $408,165,000 | +$19,302,369 | -$23,781,347 | -$4,478,978 | CSWI, SCHL, BCO, NC, CBS | 13F-HR | 14 Feb 2017, 13:11 |
| Q3 2016 | 57 | $377,050,000 | +$34,280,392 | -$53,364,092 | -$19,083,700 | CSWI, BCO, SCHL, CBS, NC | 13F-HR | 14 Nov 2016, 10:19 |
| Q2 2016 | 56 | $374,145,000 | +$24,150,859 | -$18,459,092 | +$5,691,767 | CSWI, SCHL, BCO, NC, CBS | 13F-HR | 12 Aug 2016, 10:18 |
| Q1 2016 | 43 | $372,922,000 | +$25,775,079 | -$80,743,742 | -$54,968,663 | CSWI, BCO, SCHL, NC, IBM | 13F-HR | 13 May 2016, 10:17 |
| Q4 2015 | 47 | $423,432,000 | +$35,301,871 | -$61,221,723 | -$25,919,852 | CSWI, MSFT, SCHL, IBM, BCO | 13F-HR | 12 Feb 2016, 10:50 |
| Q3 2015 | 45 | $401,692,000 | +$110,645,994 | -$47,209,765 | +$63,436,229 | CSWI, SCHL, NC, MSFT, IBM | 13F-HR | 13 Nov 2015, 10:09 |
| Q2 2015 | 44 | $447,204,000 | +$85,752,715 | -$111,388,456 | -$25,635,741 | CSWC, SCHL, NC, ACAS, PBPB | 13F-HR | 13 Aug 2015, 15:56 |
| Q1 2015 | 52 | $469,917,000 | +$70,897,294 | -$66,992,549 | +$3,904,745 | CSWC, PBPB, ACAS, NC, AIMFF | 13F-HR | 13 May 2015, 12:02 |
| Q4 2014 | 60 | $473,336,000 | +$54,049,005 | -$72,396,743 | -$18,347,738 | CSWC, ACAS, NC, PBPB, AIMFF | 13F-HR | 06 Feb 2015, 10:57 |
| Q3 2014 | 60 | $480,390,000 | +$102,507,084 | -$72,254,622 | +$30,252,462 | CSWC, PBPB, NC, ACAS, MSFT | 13F-HR | 13 Nov 2014, 11:18 |
| Q2 2014 | 48 | $463,975,000 | +$72,461,429 | -$44,727,042 | +$27,734,387 | CSWC, AAP, NOV, AIMFF, CBS | 13F-HR | 13 Aug 2014, 10:24 |
| Q1 2014 | 44 | $421,653,000 | +$56,022,073 | -$56,712,950 | -$690,877 | CSWC, AAP, NOV, AIMFF, ACAS | 13F-HR | 13 May 2014, 18:19 |
| Q4 2013 | 49 | $425,522,000 | $0 | $0 | $0 | CSWC, VVI, AAP, AIMFF, NWSA | 13F-HR | 13 Feb 2014, 16:38 |