Zuckerman Investment Group, LLC's portfolio and holdings

Zuckerman Investment Group, LLC's portfolio and holdings

As per corporate shareholdings filed for Jan-2025, people matching Zuckerman Investment Group, LLC publicly holds 121 stocks with a net worth of over US$ 797.5 M.

These are shares held by Zuckerman Investment Group, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
ZeroFox Holdings Inc Zuckerman Investment Group, Llc 1.14 18,900 0.02% 0.00 21.5 K
Advance Auto Parts Inc Zuckerman Investment Group, Llc 38.95 187,441 0.31% -0.15 7.3 M
Apple Inc Zuckerman Investment Group, Llc 217.90 95,918 0.00% 0.00 20.9 M
Abbvie Inc Zuckerman Investment Group, Llc 205.29 76,390 0.00% 0.00 15.7 M
Abbott Laboratories Zuckerman Investment Group, Llc 130.82 72,911 0.00% 0.00 9.5 M
Accenture plc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 304.33 612 0.00% 0.00 186.3 K
Adobe Inc Zuckerman Investment Group, Llc 385.71 483 0.00% 0.00 186.3 K
C3.ai Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 21.81 10,300 0.01% 0.00 224.6 K
AMGEN Inc. Zuckerman Investment Group, Llc 306.95 1,803 0.00% NEW 553.4 K
Amesite Inc Zuckerman Investment Group, Llc 2.51 50,000 1.25% -0.25 125.5 K
Amazon.com Inc. Zuckerman Investment Group, Llc 192.72 88,167 0.00% 0.00 17.0 M
Ares Capital Corp Zuckerman Investment Group, Llc 22.11 92,000 0.01% 0.01 2.0 M
Aptargroup Inc. Zuckerman Investment Group, Llc 146.93 10,520 0.02% 0.00 1.5 M
Broadcom Inc Zuckerman Investment Group, Llc 169.12 1,545 0.00% 0.00 261.3 K
Avantor Inc. Zuckerman Investment Group, Llc 16.18 1,105,832 0.16% 0.03 17.9 M
Bank Of America Corp. Zuckerman Investment Group, Llc 41.25 15,060 0.00% 0.00 621.2 K
Brink`s Co. Zuckerman Investment Group, Llc 87.17 119,696 0.28% -0.08 10.4 M
Baker Hughes Co - Ordinary Shares - Class A Zuckerman Investment Group, Llc 43.08 13,930 0.00% 0.00 600.1 K
Bristol-Myers Squibb Co. Zuckerman Investment Group, Llc 60.02 42,202 0.00% 0.00 2.5 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Zuckerman Investment Group, Llc 790250.00 23 0.00% 0.00 18.2 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Zuckerman Investment Group, Llc 526.31 63,435 0.00% 0.00 33.4 M
Brainsway Ltd - ADR Zuckerman Investment Group, Llc 9.30 67,000 0.36% 0.28 623.1 K
Citigroup Inc Zuckerman Investment Group, Llc 70.33 16,000 0.00% 0.00 1.1 M
CDW Corp Zuckerman Investment Group, Llc 161.51 11,927 0.01% -0.04 1.9 M
Constellation Energy Corporation Zuckerman Investment Group, Llc 205.39 4,417 0.00% 0.00 907.2 K
Calamos Global Dynamic Income Fund Zuckerman Investment Group, Llc 6.43 41,074 0.06% 0.00 264.1 K
Chewy Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 32.17 532,114 0.13% 0.00 17.1 M
Cleveland-Cliffs Inc Zuckerman Investment Group, Llc 8.52 105,000 0.02% 0.00 894.6 K
Clover Health Investments Corp - Ordinary Shares - Class A Zuckerman Investment Group, Llc 3.59 78,000 0.02% 0.00 280.0 K
CME Group Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 262.22 874 0.00% 0.00 229.2 K
CompoSecure Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 10.94 1,525,207 1.52% 0.66 16.7 M
Costco Wholesale Corp Zuckerman Investment Group, Llc 929.66 206 0.00% NEW 191.5 K
Cisco Systems, Inc. Zuckerman Investment Group, Llc 60.86 8,759 0.00% 0.00 533.1 K
Capital Southwest Corp. Zuckerman Investment Group, Llc 22.37 672,468 1.33% 0.06 15.0 M
CSW Industrials Inc Zuckerman Investment Group, Llc 290.19 81,139 0.48% -0.04 23.5 M
CSX Corp. Zuckerman Investment Group, Llc 29.11 7,731 0.00% NEW 225.0 K
Coterra Energy Inc Zuckerman Investment Group, Llc 28.63 7,370 0.00% 0.00 211.0 K
CXApp Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 0.82 45,000 0.24% 0.00 36.9 K
Deere & Co. Zuckerman Investment Group, Llc 465.31 935 0.00% 0.00 435.1 K
Diageo plc - ADR Zuckerman Investment Group, Llc 105.38 2,555 0.00% 0.00 269.2 K
Walt Disney Co (The) Zuckerman Investment Group, Llc 98.07 76,505 0.00% 0.00 7.5 M
Delek Logistics Partners LP - Unit Zuckerman Investment Group, Llc 43.64 6,000 0.01% NEW 261.8 K
Dicks Sporting Goods, Inc. Zuckerman Investment Group, Llc 201.97 123,764 0.15% -0.01 25.0 M
Devon Energy Corp. Zuckerman Investment Group, Llc 36.76 24,000 0.00% 0.00 882.2 K
Empire State Realty Trust Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 7.83 30,000 0.02% 0.00 234.9 K
Eaton Corporation plc Zuckerman Investment Group, Llc 274.17 2,001 0.00% 0.00 548.6 K
4D Molecular Therapeutics Inc Zuckerman Investment Group, Llc 3.63 20,000 0.04% NEW 72.6 K
Geron Corp. Zuckerman Investment Group, Llc 1.65 80,000 0.01% NEW 132 K
Alphabet Inc - Ordinary Shares - Class C Zuckerman Investment Group, Llc 156.06 8,094 0.00% 0.00 1.3 M
Alphabet Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 154.33 166,319 0.00% 0.00 25.7 M
Goldman Sachs Group, Inc. Zuckerman Investment Group, Llc 543.12 571 0.00% 0.00 310.1 K
Goldman Sachs BDC Inc Zuckerman Investment Group, Llc 12.11 90,000 0.08% 0.06 1.1 M
Halozyme Therapeutics Inc. Zuckerman Investment Group, Llc 63.84 6,000 0.00% 0.00 383.0 K
Home Depot, Inc. Zuckerman Investment Group, Llc 358.15 5,183 0.00% 0.00 1.9 M
Hillman Solutions Corp Zuckerman Investment Group, Llc 8.69 1,149,110 0.58% 0.17 10.0 M
Hewlett Packard Enterprise Co Zuckerman Investment Group, Llc 15.79 28,000 0.00% 0.00 442.1 K
HP Inc Zuckerman Investment Group, Llc 27.90 12,400 0.00% 0.00 346.0 K
Henry Schein Inc. Zuckerman Investment Group, Llc 68.62 118,860 0.10% -0.21 8.2 M
Hancock Whitney Corp. Zuckerman Investment Group, Llc 51.86 4,586 0.01% 0.00 237.8 K
International Business Machines Corp. Zuckerman Investment Group, Llc 244.00 10,760 0.00% 0.00 2.6 M
Icon Plc Zuckerman Investment Group, Llc 179.07 92,140 0.11% NEW 16.5 M
Jacobs Solutions Inc Zuckerman Investment Group, Llc 121.22 4,730 0.00% 0.00 573.4 K
Johnson & Johnson Zuckerman Investment Group, Llc 163.71 15,477 0.00% 0.00 2.5 M
JPMorgan Chase & Co. Zuckerman Investment Group, Llc 242.85 61,301 0.00% 0.00 14.9 M
KAR Auction Services Inc Zuckerman Investment Group, Llc 19.28 1,014,677 0.95% 0.00 19.6 M
Kayne Anderson BDC Inc Zuckerman Investment Group, Llc 16.51 20,000 0.03% NEW 330.2 K
KKR & Co. Inc Zuckerman Investment Group, Llc 114.86 197,305 0.02% 0.00 22.7 M
Coca-Cola Co Zuckerman Investment Group, Llc 70.37 4,638 0.00% 0.00 326.4 K
Kenvue Inc Zuckerman Investment Group, Llc 23.70 1,122,061 0.06% 0.01 26.6 M
Lilly(Eli) & Co Zuckerman Investment Group, Llc 822.51 976 0.00% 0.00 802.8 K
Mastercard Incorporated - Ordinary Shares - Class A Zuckerman Investment Group, Llc 540.61 2,883 0.00% 0.00 1.6 M
Mckesson Corporation Zuckerman Investment Group, Llc 668.06 61,567 0.05% 0.00 41.1 M
Meta Platforms Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 576.74 39,308 0.00% 0.00 22.7 M
3M Co. Zuckerman Investment Group, Llc 144.84 3,603 0.00% 0.00 521.9 K
Mach Natural Resources LP - Units Zuckerman Investment Group, Llc 15.40 105,000 0.09% 0.01 1.6 M
Molina Healthcare Inc Zuckerman Investment Group, Llc 322.85 1,320 0.00% 0.00 426.2 K
Marathon Petroleum Corp Zuckerman Investment Group, Llc 144.10 1,400 0.00% 0.00 201.7 K
Merck & Co Inc Zuckerman Investment Group, Llc 89.23 71,128 0.00% 0.00 6.3 M
Morgan Stanley Direct Lending Fund Zuckerman Investment Group, Llc 20.67 36,000 0.04% NEW 744.1 K
Microsoft Corporation Zuckerman Investment Group, Llc 378.80 65,418 0.00% 0.00 24.8 M
Newmark Group Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 12.11 36,250 0.02% 0.00 439.0 K
Nutrien Ltd Zuckerman Investment Group, Llc 50.10 3,940 0.00% NEW 197.4 K
NVIDIA Corp Zuckerman Investment Group, Llc 109.67 6,534 0.00% 0.00 716.6 K
Novo Nordisk - ADR Zuckerman Investment Group, Llc 69.30 5,952 0.00% 0.00 412.5 K
Oracle Corp. Zuckerman Investment Group, Llc 140.87 7,919 0.00% 0.00 1.1 M
Oscar Health Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 13.30 20,000 0.01% NEW 266 K
UiPath Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 10.69 55,000 0.01% 0.00 588.0 K
PepsiCo Inc Zuckerman Investment Group, Llc 149.27 16,282 0.00% 0.00 2.4 M
Pfizer Inc. Zuckerman Investment Group, Llc 25.21 56,912 0.00% 0.00 1.4 M
Progressive Corp. Zuckerman Investment Group, Llc 278.86 97,378 0.02% 0.00 27.2 M
Palantir Technologies Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 85.85 153,662 0.01% 0.00 13.2 M
Pentair plc Zuckerman Investment Group, Llc 86.84 307,978 0.19% -0.03 26.7 M
Portillos Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 11.90 1,944,983 3.05% 0.14 23.1 M
QVC Group Inc. - Ordinary Shares - Series A Zuckerman Investment Group, Llc 0.20 10,080 0.00% 0.00 2.0 K
Rush Street Interactive Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 10.83 14,250 0.02% 0.00 154.3 K
Raytheon Technologies Corporation Zuckerman Investment Group, Llc 131.72 3,757 0.00% 0.00 494.9 K
Recursion Pharmaceuticals Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 5.81 34,000 0.01% 0.00 197.5 K
Starbucks Corp. Zuckerman Investment Group, Llc 97.73 114,070 0.01% 0.00 11.1 M
Shyft Group Inc (The) Zuckerman Investment Group, Llc 8.35 1,294,886 3.71% 0.01 10.8 M
SiteOne Landscape Supply Inc Zuckerman Investment Group, Llc 121.90 51,265 0.11% NEW 6.2 M
SLB Zuckerman Investment Group, Llc 41.88 6,541 0.00% 0.00 273.9 K
Teva- Pharmaceutical Industries Ltd. - ADR Zuckerman Investment Group, Llc 15.08 36,406 0.00% 0.00 549.0 K
Telos Corp Zuckerman Investment Group, Llc 2.46 72,500 0.10% -0.02 178.4 K
Thermo Fisher Scientific Inc. Zuckerman Investment Group, Llc 500.16 1,616 0.00% 0.00 808.3 K
Tesla Inc Zuckerman Investment Group, Llc 263.55 11,922 0.00% 0.00 3.1 M
Taiwan Semiconductor Manufacturing - ADR Zuckerman Investment Group, Llc 165.25 1,650 0.00% 0.00 272.7 K
Trade Desk Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 55.85 20,000 0.00% 0.00 1.1 M
Tyler Technologies, Inc. Zuckerman Investment Group, Llc 579.66 1,000 0.00% 0.00 579.7 K
Uber Technologies Inc Zuckerman Investment Group, Llc 72.75 6,642 0.00% 0.00 483.2 K
U-Haul Holding Company - Ordinary Shares - Series N Zuckerman Investment Group, Llc 58.93 114,587 0.06% 0.00 6.8 M
Ulta Beauty Inc Zuckerman Investment Group, Llc 359.47 110,211 0.24% 0.02 39.6 M
Unitedhealth Group Inc Zuckerman Investment Group, Llc 516.04 2,601 0.00% 0.00 1.3 M
United Parcel Service, Inc. - Ordinary Shares - Class B Zuckerman Investment Group, Llc 109.66 7,638 0.00% NEW 837.6 K
Visa Inc - Ordinary Shares - Class A Zuckerman Investment Group, Llc 342.85 7,749 0.00% 0.00 2.7 M
Vimeo Inc Zuckerman Investment Group, Llc 5.32 109,050 0.07% 0.01 580.1 K
Vertiv Holdings Co - Ordinary Shares - Class A Zuckerman Investment Group, Llc 74.25 702,450 0.18% -0.03 52.2 M
Verizon Communications Inc Zuckerman Investment Group, Llc 44.93 46,779 0.00% 0.00 2.1 M
Wells Fargo & Co. Zuckerman Investment Group, Llc 70.69 9,968 0.00% 0.00 704.6 K
Exxon Mobil Corp. Zuckerman Investment Group, Llc 117.73 3,962 0.00% 0.00 466.4 K
Yum China Holdings Inc Zuckerman Investment Group, Llc 51.87 467,701 0.12% 0.00 24.3 M
Zebra Technologies Corp. - Ordinary Shares - Class A Zuckerman Investment Group, Llc 280.79 850 0.00% 0.00 238.7 K
Warner Bros. Discovery Inc - Ordinary Shares - Class A 10.37 - Investor holds below 1%
Intel Corp. 22.71 - Investor holds below 1%
Procter & Gamble Co. 168.03 - Investor holds below 1%
CIENA Corp. 61.56 - Investor holds below 1%
Nordic American Tankers Ltd 2.52 - Investor holds below 1%
Viatris Inc 8.68 - Investor holds below 1%
Carrier Global Corp 63.33 - Investor holds below 1%
Pimco High Income Fund 4.87 - Investor holds below 1%
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