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Zuckerman Investment Group, LLC
Zuckerman Investment Group, LLC is an SEC-registered investment adviser founded in 2005 and headquartered in Chicago, IL. The firm is privately owned by Daniel R. Zuckerman, his family members, and Michael P. Fisherman through various trusts and holding entities. The firm manages equity, balanced, and fixed income portfolios for high net worth individuals, multi-generational families, trusts, partnerships, retirement plans, and charitable foundations. They provide investment management, financial counseling, and customized portfolios on both a discretionary and non-discretionary basis, focusing on tailored service and long-term relationships. Employee count is not disclosed, but as a boutique adviser, they typically have a small dedicated team.
Investment Strategy
Zuckerman Investment Group manages diversified portfolios including equity, balanced, and fixed income investments. The firm provides tailored solutions for high net worth individuals and families, emphasizing financial counseling and multi-generational wealth management. Investment decisions are made based on client objectives and risk tolerance, with both discretionary and non-discretionary arrangements. The firm follows disciplined portfolio construction, diligent security selection, and an ethical framework, permitting employees to maintain personal investments with policies to avoid conflicts. They also offer access to third-party private investment vehicles through entities like ZVS LLC, negotiating fees and operating with full transparency.
Latest 13F Filing Activity
Zuckerman Investment Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 151 equity positions with a total 13F market value of $1B. The fund increased holdings in Vertiv Holdings Co., SHYFT Group Inc., Ulta Beauty Inc. among other positions. Zuckerman Investment Group, LLC reduced exposure to Yum China HLDGS Inc., Openlane Inc., U Haul Holding Company among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRT | VERTIV HOLDINGS CO | 8.73% | $90.1M | 701,579 | $17.61 | $128.41 | +$40.9M |
U ULTA | ULTA BEAUTY INC | 5.03% | $51.9M | 110,849 | $310.12 | $467.82 | +$11.8M |
M MCK | MCKESSON CORP | 3.54% | $36.6M | 49,908 | $197.32 | $732.78 | -$2.9M |
M MSFT | MICROSOFT CORP | 3.29% | $34.0M | 68,290 | $98.75 | $497.41 | +$9.3M |
K KKR | KKR & CO INC | 2.95% | $30.4M | 228,801 | $59.44 | $133.03 | +$8.2M |
Industry Allocation
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