SEC 13F Intelligence

Zuckerman Investment Group, LLC / DIS

Zuckerman Investment Group, LLC’s Disney Walt Co Position

Does Zuckerman Investment Group, LLC own Disney Walt Co (DIS)? Yes — 126.7K shares worth $12M (+1.15% of its 13F portfolio) as of Q1 2026, up from 123.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
126.7K
% of Portfolio
+1.15%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $593,000Q4 ’18Q1 ’19: $601,000Q2 ’19: $755,000Q3 ’19: $705,000Q4 ’19: $782,000Q4 ’19Q1 ’20: $549,000Q2 ’20: $652,000Q3 ’20: $738,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $2MQ4 ’21: $1MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $15MQ3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.7K$12M+1.15%
Q4 2025123.7K$14M+1.26%
Q3 2025115.5K$13M+1.22%
Q2 2025120.2K$15M+1.45%
Q1 202576.6K$8M+0.81%
Q4 202476.5K$9M+0.84%
Q3 202474.6K$7M+0.74%
Q2 202432.5K$3M+0.37%
Q1 202429.3K$4M+0.41%
Q4 202323.2K$2M+0.27%
Q3 202321.0K$2M+0.24%
Q2 202319.7K$2M+0.25%
Q1 202318.5K$2M+0.28%
Q4 202216.7K$1M+0.23%
Q3 202215.4K$1M+0.27%
Q2 202212.5K$1M+0.22%
Q1 202211.3K$2M+0.25%
Q4 20219.2K$1M+0.22%
Q3 20219.0K$2M+0.25%
Q2 20217.9K$1M+0.22%
Q1 20217.1K$1M+0.22%
Q4 20206.1K$1M+0.20%
Q3 20205.9K$738,000+0.16%
Q2 20205.8K$652,000+0.15%
Q1 20205.7K$549,000+0.16%
Q4 20195.4K$782,000+0.16%
Q3 20195.4K$705,000+0.17%
Q2 20195.4K$755,000+0.17%
Q1 20195.4K$601,000+0.14%
Q4 20185.4K$593,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Zuckerman Investment Group, LLC’s full portfolio or all institutional holders of DIS.