Zuckerman Investment Group, LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
158
Total value ($000)
$1,080,243
Net value change ($000)
+48,596 (4.7%)
New positions
10
Sold out positions
7
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AEBI 24,102 NEW
GOOGL 9,868 33.0%
GPGI 9,485 41.5%
VRT 9,305 10.3%
CRM 6,640 NEW
ULTA 5,631 10.9%
ABBV 4,931 33.8%
RHLD 4,730 116.1%
AAPL 4,676 23.0%
ADBE 3,851 56.1%
Top Reduces (Value $000, Stocks/ETFs)
SHYF -24,265 -100.0%
PTLO -9,938 -45.4%
HLMN -8,128 -98.7%
AAP -7,131 -91.4%
MRK -4,586 -69.7%
CSW -3,882 -16.9%
PGR -2,795 -12.7%
AVTR -2,508 -10.4%
CHWY -2,102 -10.0%
KKR -1,983 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type