Zuckerman-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  null,
  "ATR",
  "MMM",
  "ABT",
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "VDE",
  null,
  "AIG",
  null,
  "AVGO",
  "ARCC",
  "KAR",
  null,
  "NMRK",
  "RXRX",
  "STNE",
  "PNR",
  null,
  "MSDL",
  "AMST",
  "BWAY",
  "HD",
  "HPQ",
  "CHW",
  "DKL",
  "CXAI",
  "GERN",
  "OSCR",
  null,
  "META",
  "IJH",
  "RSI",
  null,
  "SHYF",
  "TGLS",
  "TLS",
  "CXAIW",
  "MPC",
  "TLRY",
  "MA",
  "MSFT",
  "EXC",
  "GXO",
  "TEVA",
  "ICLR",
  "PCAR",
  "BX",
  "KKR",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "GSBD",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "PLTR",
  "PFE",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  "SLB",
  "RTX",
  "IBM",
  "SBUX",
  "TMO",
  "TYL",
  "UBER",
  "UPS",
  "BIV",
  "VO",
  "AAP",
  "UHAL-B",
  "SITE",
  "FDMT",
  "VWO",
  "CSWC",
  "ULTA",
  "XLB",
  "PATH",
  "TSM",
  null,
  "VYM",
  "VRT",
  "HWC",
  "AMD",
  "DEO",
  "FTNT",
  "HSIC",
  "BKR",
  "ESRT",
  "IAS",
  "KBDC",
  "LB",
  "NVO",
  "AMZN",
  "CLF",
  "DKS",
  null,
  "VEA",
  null,
  "VTWO",
  "VOO",
  "V",
  "VMEO",
  "WFC",
  "YUMC",
  "ZBRA",
  "HLMN",
  "MOH",
  "TTD",
  null,
  "HALO",
  "IUSV",
  "CHWY",
  "MCK",
  "AVTR",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "BMY",
  "BCO",
  "AI",
  "CLMT",
  "CTRE",
  "CBOE",
  "CE",
  "CDW",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMPO",
  "CEG",
  "CTRA",
  "CSWI",
  "DELL",
  "DE",
  "DVN",
  "J",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 164
Total Value: 932784038
Accession Number: 0001423296-25-000004
Form Type: 13F-HR
CIK: zuckerman-investment-group
Manager Name: Zuckerman-Investment-Group

Data Enrichment

90% identified

148 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

164 positions • $932.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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OPENLANE, Inc.

KAR|48238T109

Shares:993.9K

Value:$19.2M

% of Portfolio:2.1% ($19.2M/$932.8M)

CompoSecure, Inc.

CMPO|20459V105

Shares:1.5M

Value:$16.8M

% of Portfolio:1.8% ($16.8M/$932.8M)

Chewy, Inc.

CHWY|16679L109

Shares:516.7K

Value:$16.8M

% of Portfolio:1.8% ($16.8M/$932.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:21

Value:$16.8M

% of Portfolio:1.8% ($16.8M/$932.8M)

AMAZON COM INC

AMZN|023135106

Shares:87.0K

Value:$16.6M

% of Portfolio:1.8% ($16.6M/$932.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:77.3K

Value:$16.2M

% of Portfolio:1.7% ($16.2M/$932.8M)

92204A306

VDE|92204A306

Shares:116.6K

Value:$15.1M

% of Portfolio:1.6% ($15.1M/$932.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:60.6K

Value:$14.9M

% of Portfolio:1.6% ($14.9M/$932.8M)

HENRY SCHEIN INC

HSIC|806407102

Shares:201.6K

Value:$13.8M

% of Portfolio:1.5% ($13.8M/$932.8M)

922908363

VOO|922908363

Shares:25.5K

Value:$13.1M

% of Portfolio:1.4% ($13.1M/$932.8M)

92189H607

Shares:45.5K

Value:$11.9M

% of Portfolio:1.3% ($11.9M/$932.8M)

SHYFT GROUP, INC.

SHYF|825698103

Shares:1.4M

Value:$11.4M

% of Portfolio:1.2% ($11.4M/$932.8M)

STARBUCKS CORP

SBUX|855244109

Shares:110.7K

Value:$10.9M

% of Portfolio:1.2% ($10.9M/$932.8M)

Hillman Solutions Corp.

HLMN|431636109

Shares:1.1M

Value:$10.0M

% of Portfolio:1.1% ($10.0M/$932.8M)

BRINKS CO

BCO|109696104

Shares:114.5K

Value:$9.9M

% of Portfolio:1.1% ($9.9M/$932.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:72.7K

Value:$9.7M

% of Portfolio:1.0% ($9.7M/$932.8M)

CAPITAL SOUTHWEST CORP

CSWC|140501107

Shares:427.0K

Value:$9.5M

% of Portfolio:1.0% ($9.5M/$932.8M)

922908629

VO|922908629

Shares:35.5K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$932.8M)

81369Y605

Shares:171.6K

Value:$8.5M

% of Portfolio:0.9% ($8.5M/$932.8M)

Walt Disney Co

DIS|254687106

Shares:76.6K

Value:$7.6M

% of Portfolio:0.8% ($7.6M/$932.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OPENLANE, Inc.(KARcusip48238T109)	993.9K	QoQ -2.04% (-20.8K) YoY +23.00% (+185.9K)	All Managers (Combined)	$19.2M	2.1% ($19.2M/$932.8M)	QoQ -5.71% (-$1.2M) YoY +37.08% (+$5.2M)
CompoSecure, Inc.(CMPOcusip20459V105)	1.5M	QoQ +1.60% (-24.4K) YoY NEW(+1.5M)	All Managers (Combined)	$16.8M	1.8% ($16.8M/$932.8M)	QoQ -30.10% (-$7.3M) YoY NEW(+$16.8M)
Chewy, Inc.(CHWYcusip16679L109)	516.7K	QoQ -2.88% (-15.4K) YoY +5067.40% (+506.7K)	All Managers (Combined)	$16.8M	1.8% ($16.8M/$932.8M)	QoQ -17.22% (-$3.5M) YoY +10458.90% (+$16.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	21	QoQ -8.69% (-2) YoY 0.00% (+0)	All Managers (Combined)	$16.8M	1.8% ($16.8M/$932.8M)	QoQ +4.66% (-$746.6K) YoY +25.84% (+$3.4M)
AMAZON COM INC(AMZNcusip023135106)	87.0K	QoQ -1.30% (-1.2K) YoY -0.24% (-216)	All Managers (Combined)	$16.6M	1.8% ($16.6M/$932.8M)	QoQ -20.91% (-$4.4M) YoY +5.21% (-$820.8K)
AbbVie Inc.(ABBVcusip00287Y109)	77.3K	QoQ +1.17% (+900) YoY +1.65% (+1.3K)	All Managers (Combined)	$16.2M	1.7% ($16.2M/$932.8M)	QoQ +11.49% (+$1.7M) YoY +16.96% (+$2.3M)
(VDEcusip92204A306)	116.6K	QoQ -4.88% (-6.0K) YoY -2.22% (-2.7K)	All Managers (Combined)	$15.1M	1.6% ($15.1M/$932.8M)	QoQ -0.57% (-$87.8K) YoY -3.70% (-$581.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	60.6K	QoQ -1.19% (-735) YoY +0.08% (+53)	All Managers (Combined)	$14.9M	1.6% ($14.9M/$932.8M)	QoQ -9.16% (-$1.5M) YoY +22.57% (+$2.7M)
HENRY SCHEIN INC(HSICcusip806407102)	201.6K	QoQ +69.64% (+82.8K) YoY -27.46% (-76.4K)	All Managers (Combined)	$13.8M	1.5% ($13.8M/$932.8M)	QoQ +46.02% (+$4.4M) YoY -34.21% (-$7.2M)
(VOOcusip922908363)	25.5K	QoQ +2.05% (-512) YoY +16.79% (+3.7K)	All Managers (Combined)	$13.1M	1.4% ($13.1M/$932.8M)	QoQ -4.59% (-$629.7K) YoY +24.86% (+$2.6M)
(cusip92189H607)✕	45.5K	QoQ -5.44% (-2.6K) YoY -3.03% (-1.4K)	All Managers (Combined)	$11.9M	1.3% ($11.9M/$932.8M)	QoQ -10.18% (-$1.4M) YoY -24.42% (-$3.9M)
SHYFT GROUP, INC.(SHYFcusip825698103)	1.4M	QoQ +8.97% (-116.2K) YoY +7.71% (-101.0K)	All Managers (Combined)	$11.4M	1.2% ($11.4M/$932.8M)	QoQ -22.66% (-$3.3M) YoY -29.83% (-$4.9M)
STARBUCKS CORP(SBUXcusip855244109)	110.7K	QoQ -2.94% (-3.4K) YoY +0.66% (+731)	All Managers (Combined)	$10.9M	1.2% ($10.9M/$932.8M)	QoQ -11.98% (-$1.5M) YoY +8.04% (+$808.6K)
Hillman Solutions Corp.(HLMNcusip431636109)	1.1M	QoQ -1.13% (-13.1K) YoY +156.99% (+694.0K)	All Managers (Combined)	$10.0M	1.1% ($10.0M/$932.8M)	QoQ -10.59% (-$1.2M) YoY +112.31% (+$5.3M)
BRINKS CO(BCOcusip109696104)	114.5K	QoQ -4.37% (-5.2K) YoY -44.91% (-93.3K)	All Managers (Combined)	$9.9M	1.1% ($9.9M/$932.8M)	QoQ -10.22% (-$1.1M) YoY -48.62% (-$9.3M)
ABBOTT LABORATORIES(ABTcusip002824100)	72.7K	QoQ -0.22% (-163) YoY +0.66% (+478)	All Managers (Combined)	$9.7M	1.0% ($9.7M/$932.8M)	QoQ +3.03% (-$284.6K) YoY +17.47% (+$1.4M)
CAPITAL SOUTHWEST CORP(CSWCcusip140501107)	427.0K	QoQ -36.49% (-245.4K) YoY -33.60% (-216.1K)	All Managers (Combined)	$9.5M	1.0% ($9.5M/$932.8M)	QoQ -36.38% (-$5.5M) YoY -40.62% (-$6.5M)
(VOcusip922908629)	35.5K	QoQ +1.97% (-686) YoY +22.89% (+6.6K)	All Managers (Combined)	$9.2M	1.0% ($9.2M/$932.8M)	QoQ -3.96% (-$379.1K) YoY +27.20% (+$2.0M)
(cusip81369Y605)✕	171.6K	QoQ -4.05% (-7.3K) YoY -2.18% (-3.8K)	All Managers (Combined)	$8.5M	0.9% ($8.5M/$932.8M)	QoQ -6.76% (-$620.5K) YoY +15.67% (-$1.2M)
Walt Disney Co(DIScusip254687106)	76.6K	QoQ +0.11% (-86) YoY +161.40% (+47.3K)	All Managers (Combined)	$7.6M	0.8% ($7.6M/$932.8M)	QoQ -13.32% (-$1.2M) YoY +110.85% (+$4.0M)