Zuckerman Investment Group, LLC — 13F holdings

Zuckerman Investment Group, LLC reported 139 holdings worth $1.18B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VRT VERTIV HOLDINGS CO — $111M (9.4%)
2. GOOGL ALPHABET INC — $58.0M (4.9%)
3. ICLR ICON PLC — $51.1M (4.3%)
4. ULTA ULTA BEAUTY INC — $44.2M (3.7%)
5. KKR KKR & CO INC — $35.7M (3.0%)
6. MSFT MICROSOFT CORP — $35.7M (3.0%)
7. MCK MCKESSON CORP — $33.2M (2.8%)
8. AAPL APPLE INC — $32.7M (2.8%)
9. ABBV ABBVIE INC — $32.7M (2.8%)
10. VWO VANGUARD INTL EQUITY INDEX F — $31.9M (2.7%)