Managers / Q1 2026
Zuckerman Investment Group, LLC
CIK 0001423296 · 155 NORTH WACKER DRIVE, SUITE 1700, CHICAGO, IL, 60606 · 312-948-8000
Reported Value
$1.1B
Q1 2026
Positions
136
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing
Summary
Zuckerman Investment Group, Llc reported $1.1B in U.S.-listed holdings across 136 positions for Q1 2026.
Its largest position, VRT, represents 9.4% of the portfolio.
Compared with Q4 2025, the fund opened 10 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 136 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 137 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 158 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 155 | Aug 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $933M | 164 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.0B | 153 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $973M | 145 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $865M | 147 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $882M | 147 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $774M | 131 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $699M | 133 | Nov 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $699M | 123 | Aug 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $658M | 122 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $633.0B | 133 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $533M | 117 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $550M | 112 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $620M | 114 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $645M | 116 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $604M | 113 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $634M | 114 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $609M | 109 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $543M | 88 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $451M | 81 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $422M | 79 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $343M | 69 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $479M | 67 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $424M | 66 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $452M | 65 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $423M | 63 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $360M | 59 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.