ZUCKERMAN INVESTMENT GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTLO | 1.96M | $8.92M |
 | CMPO | 1.60M | $30.76M |
 | VRT | 647K | $104.75M |
 | CHWY | 472K | $15.59M |
 | KKR | 227K | $28.91M |
 | GOOGL | 160K | $50.10M |
 | ABBV | 128K | $29.36M |
 | DIS | 124K | $14.08M |
 | DKS | 122K | $24.21M |
 | BCO | 108K | $12.60M |
 | ULTA | 106K | $64.04M |
 | AMZN | 97K | $22.43M |
 | AAPL | 97K | $26.28M |
 | MSFT | 69K | $33.37M |
 | JPM | 61K | $19.65M |
 | MCK | 48K | $39.38M |
 | VZ | 43K | $1.76M |
 | META | 40K | $26.68M |
 | NMRK | 36K | $628.58K |
 | ADBE | 30K | $10.57M |
Portillo's Inc.
PTLO
Shares Held
1.96M
Value
$8.92M
CompoSecure, Inc.
CMPO
Shares Held
1.60M
Value
$30.76M
Vertiv Holdings Co
VRT
Shares Held
647K
Value
$104.75M
Chewy, Inc.
CHWY
Shares Held
472K
Value
$15.59M
KKR & Co. Inc.
KKR
Shares Held
227K
Value
$28.91M
Alphabet Inc.
GOOGL
Shares Held
160K
Value
$50.10M
AbbVie Inc.
ABBV
Shares Held
128K
Value
$29.36M
The Walt Disney Company
DIS
Shares Held
124K
Value
$14.08M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
122K
Value
$24.21M
The Brink's Company
BCO
Shares Held
108K
Value
$12.60M
Ulta Beauty, Inc.
ULTA
Shares Held
106K
Value
$64.04M
Amazon.com, Inc.
AMZN
Shares Held
97K
Value
$22.43M
Apple Inc.
AAPL
Shares Held
97K
Value
$26.28M
Microsoft Corporation
MSFT
Shares Held
69K
Value
$33.37M
JPMorgan Chase & Co.
JPM
Shares Held
61K
Value
$19.65M
McKesson Corporation
MCK
Shares Held
48K
Value
$39.38M
Verizon Communications Inc.
VZ
Shares Held
43K
Value
$1.76M
Meta Platforms, Inc.
META
Shares Held
40K
Value
$26.68M
Newmark Group, Inc.
NMRK
Shares Held
36K
Value
$628.58K
Adobe Inc.
ADBE
Shares Held
30K
Value
$10.57M