Zuckerman Investment Group, LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$1,066,545
Net value change ($000)
-53,590 (-4.8%)
New positions
10
Sold out positions
12
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CRM 17,387 94.4%
SGOV 16,542 NEW
NFLX 8,614 NEW
TMO 8,454 912.0%
OIH 5,597 42.2%
VDE 5,495 37.2%
ICLR 2,734 9.6%
ADBE 2,347 22.2%
PTLO 1,994 22.4%
VEA 1,428 5.5%
Top Reduces (Value $000, Stocks/ETFs)
AVTR -19,756 -98.5%
ULTA -18,443 -28.8%
KVUE -15,901 -98.5%
BCO -12,172 -96.6%
RHLD -5,380 -21.3%
AEBI -5,146 -21.9%
VRT -4,141 -4.0%
LULU -3,966 -25.5%
PNR -3,961 -16.1%
GPGI -3,594 -11.7%
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