ZUCKERMAN INVESTMENT GROUP, LLC
ZUCKERMAN INVESTMENT GROUP, LLC runs ZUCKERMAN INVESTMENT GROUP, LLC and currently holds 139 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.18B. Their top holdings are VRT, GOOGL, ICLR, ULTA, KKR. The top five represent 25.4% of reported portfolio weight. ZUCKERMAN INVESTMENT GROUP, LLC ranks #547 out of 1000 investors tracked by Alpha Score. They added to 48 existing positions. They trimmed 32 positions. Their current best-performing preview position is INTC with returns of +216.41%.
139 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VRT VERTIV HOLDINGS CO | 9.41% | $17.61 | $262.00 | +1,387.79% | Trimmed -17.20% |
GOOGL ALPHABET INC | 4.90% | $98.94 | $344.82 | +248.51% | Trimmed -0.22% |
ICLR ICON PUB LTD CO | 4.33% | $155.34 | $172.23 | +10.87% | Added +4.79% |
ULTA ULTA BEAUTY INC | 3.74% | $327.38 | $521.46 | +59.28% | Added +12.36% |
KKR KKR & CO INC | 3.02% | $74.46 | $108.48 | +45.69% | Added +25.99% |
MSFT MICROSOFT CORP | 3.02% | $181.93 | $483.24 | +165.62% | Added +14.65% |
MCK MCKESSON CORP | 2.81% | $236.21 | $859.69 | +263.95% | Added +5.67% |
AAPL APPLE INC | 2.77% | $128.03 | $309.35 | +141.62% | Added +12.00% |
ABBV ABBVIE INC | 2.76% | $127.12 | $265.01 | +108.47% | Trimmed -0.26% |
VWO VANGUARD INTL EQUITY INDEX F | 2.69% | $43.34 | $60.45 | +39.48% | Trimmed -0.07% |
Showing 1-10 of 139