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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Palantir Technologies Inc.

PLTR|69608A108

Shares:86.8K

Value:$7.3M

% of Portfolio:0.8% ($7.3M/$932.8M)

ADVANCE AUTO PARTS INC

AAP|00751Y106

Shares:177.6K

Value:$7.0M

% of Portfolio:0.7% ($7.0M/$932.8M)

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:114.1K

Value:$6.8M

% of Portfolio:0.7% ($6.8M/$932.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:74.8K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$932.8M)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:54.4K

Value:$6.6M

% of Portfolio:0.7% ($6.6M/$932.8M)

92206C664

VTWO|92206C664

Shares:80.5K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$932.8M)

464287614

IWF|464287614

Shares:15.9K

Value:$5.7M

% of Portfolio:0.6% ($5.7M/$932.8M)

464287663

IUSV|464287663

Shares:61.8K

Value:$5.7M

% of Portfolio:0.6% ($5.7M/$932.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:10.5K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$932.8M)

76134H101

Shares:126.7K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$932.8M)

Tesla, Inc.

TSLA|88160R101

Shares:12.7K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$932.8M)

VISA INC.

V|92826C839

Shares:7.8K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$932.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:10.8K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$932.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:42.2K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$932.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:15.2K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$932.8M)

PEPSICO INC

PEP|713448108

Shares:16.6K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$932.8M)

46434G103

IEMG|46434G103

Shares:44.7K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$932.8M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:100.3K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$932.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:44.4K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$932.8M)

81369Y100

XLB|81369Y100

Shares:22.3K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$932.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	86.8K	QoQ -43.49% (-66.8K) YoY -53.64% (-100.5K)	All Managers (Combined)	$7.3M	0.8% ($7.3M/$932.8M)	QoQ -43.04% (-$5.5M) YoY +70.03% (-$3.0M)
ADVANCE AUTO PARTS INC(AAPcusip00751Y106)	177.6K	QoQ -5.24% (-9.8K) YoY +6.98% (-11.6K)	All Managers (Combined)	$7.0M	0.7% ($7.0M/$932.8M)	QoQ -22.91% (-$2.1M) YoY -50.69% (-$7.2M)
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	114.1K	QoQ -0.41% (-476) YoY +2.93% (-3.3K)	All Managers (Combined)	$6.8M	0.7% ($6.8M/$932.8M)	QoQ -6.40% (-$462.5K) YoY -8.64% (-$639.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	74.8K	QoQ +5.16% (-3.7K) YoY +9.80% (-6.7K)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$932.8M)	QoQ -5.40% (-$383.9K) YoY -25.30% (-$2.3M)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	54.4K	QoQ +6.17% (-3.2K) YoY NEW(+54.4K)	All Managers (Combined)	$6.6M	0.7% ($6.6M/$932.8M)	QoQ -5.17% (-$361.0K) YoY NEW(+$6.6M)
(VTWOcusip92206C664)	80.5K	QoQ +3.48% (-2.7K) YoY +30.39% (+18.8K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$932.8M)	QoQ -7.81% (-$550.4K) YoY +23.63% (+$1.2M)
(IWFcusip464287614)	15.9K	QoQ -1.29% (-208) YoY +18.66% (+2.5K)	All Managers (Combined)	$5.7M	0.6% ($5.7M/$932.8M)	QoQ -12.00% (-$782.2K) YoY +27.13% (+$1.2M)
(IUSVcusip464287663)	61.8K	QoQ +3.16% (+1.9K) YoY +42.66% (+18.5K)	All Managers (Combined)	$5.7M	0.6% ($5.7M/$932.8M)	QoQ +0.43% (+$24.6K) YoY +45.57% (+$1.8M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	10.5K	QoQ -0.39% (-42) YoY -0.84% (-90)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$932.8M)	QoQ -9.85% (-$538.6K) YoY +4.71% (-$221.8K)
(cusip76134H101)✕	126.7K	QoQ NEW(+126.7K) YoY NEW(+126.7K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$932.8M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
Tesla, Inc.(TSLAcusip88160R101)	12.7K	QoQ +6.92% (-826) YoY +12.61% (+1.4K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$932.8M)	QoQ -27.77% (-$1.3M) YoY +66.02% (+$1.3M)
VISA INC.(Vcusip92826C839)	7.8K	QoQ +0.69% (+54) YoY +4.26% (+319)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$932.8M)	QoQ +2.04% (+$54.9K) YoY +30.93% (+$646.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	10.8K	QoQ +0.10% (-11) YoY -9.18% (-1.1K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$932.8M)	QoQ -4.53% (-$127.1K) YoY +18.25% (-$413.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	42.2K	QoQ 0.00% (+0) YoY +221.17% (+29.1K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$932.8M)	QoQ +1.73% (+$43.9K) YoY +261.21% (+$1.9M)
JOHNSON & JOHNSON(JNJcusip478160104)	15.2K	QoQ -2.04% (-316) YoY +10.67% (+1.5K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$932.8M)	QoQ +6.96% (-$163.8K) YoY +16.02% (+$347.3K)
PEPSICO INC(PEPcusip713448108)	16.6K	QoQ +2.07% (+338) YoY +49.03% (+5.5K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$932.8M)	QoQ +1.85% (+$45.3K) YoY +27.68% (+$540.3K)
(IEMGcusip46434G103)	44.7K	QoQ 0.00% (+0) YoY -49.98% (-44.7K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$932.8M)	QoQ +2.46% (+$58.1K) YoY -47.68% (-$2.2M)
ARES CAPITAL CORP(ARCCcusip04010L103)	100.3K	QoQ +8.96% (+8.3K) YoY +133.13% (+57.3K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$932.8M)	QoQ +1.45% (+$31.9K) YoY +148.14% (+$1.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	44.4K	QoQ -5.16% (-2.4K) YoY +11.03% (+4.4K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$932.8M)	QoQ +7.59% (-$142.1K) YoY +20.03% (+$335.8K)
(XLBcusip81369Y100)	22.3K	QoQ -1.18% (-268) YoY -1.06% (-240)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$932.8M)	QoQ -4.41% (-$88.5K) YoY -8.42% (-$176.4K)