Zuckerman Investment Group, LLC

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$1,182,506
Net value change ($000)
+115,961 (10.9%)
New positions
9
Sold out positions
6
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ICLR 20,052 64.5%
GOOGL 11,221 24.0%
VRT 10,701 10.6%
CHWY 9,788 73.5%
V 7,749 247.8%
KKR 7,150 25.0%
AAPL 7,097 27.7%
AEBI 5,165 28.1%
BRK-B 5,138 34.1%
MSFT 4,799 15.5%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -6,166 -47.7%
CRM -4,835 -13.5%
MCK -2,784 -7.7%
VDE -2,742 -13.5%
PNR -2,462 -12.0%
RHLD -2,228 -11.2%
NFLX -2,143 -24.9%
SGOV -2,012 -12.2%
SITE -1,835 -13.8%
OIH -1,679 -8.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15 (0.0% of total reported value)
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