Zuckerman Investment Group, LLC
RIA/Wealth
Zuckerman Investment Group, LLC is a RIA/Wealth based in Chicago, IL led by Daniel Ross Zuckerman, reporting $1.9B in AUM as of Q3 2025 with VRT as the largest holding (9% allocation).
CEODaniel Ross Zuckerman
- Portfolio Value
- $1.1B
- Positions
- 157
- Top Holding
- VRT at 9.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Zuckerman Investment Group, LLC's portfolio (38.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Electrical Equipment & Parts Industrials | $99.4M | 9.23% | -$6.4M Sold | 0.17% 658.9K shares | |
Specialty Retail Consumer Cyclical | $57.5M | 5.34% | -$3.1M Sold | 0.23% 105.1K shares | |
Internet Content & Information Communication Services | $39.7M | 3.69% | -$1.5M Sold | 0.00% 163.5K shares | |
Medical - Distribution Healthcare | $36.5M | 3.39% | -$2.0M Sold | 0.04% 47.3K shares | |
Software - Infrastructure Technology | $34.8M | 3.24% | -$541.3K Sold | 0.00% 67.2K shares | |
Manufacturing - Metal Fabrication Industrials | $32.3M | 3.00% | -$1.4M Sold | 1.52% 1.6M shares | |
Insurance - Diversified Financial Services | $29.6M | 2.75% | -$494.7K Sold | 0.00% 58.8K shares | |
Asset Management Financial Services | $28.5M | 2.64% | -$1.3M Sold | 0.02% 219.0K shares | |
Internet Content & Information Communication Services | $27.8M | 2.58% | -$1.0M Sold | 0.00% 37.9K shares | |
ETF ETF | $26.9M | 2.50% | -$912.1K Sold | — 496.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Zuckerman Investment Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Zuckerman Investment Group, LLC
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