Zuckerman Investment Group, LLC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$1,120,135
Net value change ($000)
+39,892 (3.7%)
New positions
12
Sold out positions
32
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
RHLD 16,487 187.3%
CRM 11,783 177.5%
GOOGL 10,360 26.1%
ABBV 9,820 50.3%
PG 7,364 NEW
ULTA 6,556 11.4%
VRT 5,352 5.4%
ABT 4,817 45.9%
CSW 4,409 23.2%
HSIC 3,083 16.5%
Top Reduces (Value $000, Stocks/ETFs)
SBUX -8,802 -94.8%
CSWC -8,086 -89.0%
KVUE -6,254 -27.9%
CHWY -3,363 -17.7%
PLTR -3,332 -45.9%
PTLO -3,013 -25.3%
DKS -2,671 -9.9%
IBM -1,861 -100.0%
GPGI -1,586 -4.9%
AMD -1,575 -100.0%
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