Zuckerman Investment Group, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,182,506
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 139 | 1,182,506 | 13F-HR | Zuckerman Investment Group, LLC |
| Q1 2026 | 5/15/2026 | 136 | 1,066,545 | 13F-HR | Zuckerman Investment Group, LLC |
| Q4 2025 | 2/13/2026 | 137 | 1,120,135 | 13F-HR | Zuckerman Investment Group, LLC |
| Q3 2025 | 11/13/2025 | 158 | 1,080,243 | 13F-HR | Zuckerman Investment Group, LLC |
| Q2 2025 | 8/15/2025 | 155 | 1,031,647 | 13F-HR | Zuckerman Investment Group, LLC |
| Q1 2014 | 5/14/2014 | 44 | 421,653 | 13F-HR | Zuckerman Investment Group, LLC |
| Q4 2013 | 2/13/2014 | 49 | 425,522 | 13F-HR | Zuckerman Investment Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
15
(0.0% of total reported value)
· QoQ Δ:
+15
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 951.9 K | 80.5% | 97.36 K | 0 | 97.36 K |
| ETFs | 224.6 K | 19.0% | 18.6 K | 0 | 18.6 K |
| Debt | 6.017 K | 0.5% | 0 | 5 | -5 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,182,506
Holdings
139
QoQ value change ($000)
115,961
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.