Zuckerman Investment Group, LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$1.1B
Holdings
138
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VRT
VERTIV HOLDINGS CO
Q1 2026: Exited (was 646.5k shares)
9.4%
02
$CME
CME GROUP INC
Q1 2026: Exited (was 847 shares)
4.4%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 89.8% (160.1k → 16.3k shares)
4.4%
04
$ULTA
ULTA BEAUTY INC
Q1 2026: Exited (was 105.9k shares)
4.3%
05
$MCK
MCKESSON CORP
Q1 2026: Exited (was 48.0k shares)
3.4%
06
$CRM
SALESFORCE INC
Q1 2026: Sold 90.0% (69.5k → 7.0k shares)
3.4%
07
$ICLR
ICON PLC
Q1 2026: Exited (was 155.6k shares)
2.9%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 78.0% (69.0k → 15.2k shares)
2.9%
09
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Sold 94.3% (517.6k → 29.7k shares)
2.7%
10
$KKR
KKR & CO INC
Q1 2026: Exited (was 226.8k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:15 UTC.