Zuckerman Investment Group
Zuckerman Investment Group reported 137 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VRT (9.5%), GOOGL (4.9%) and ICLR (4.3%). Compared with Q1 2026, the fund added to ICLR, ULTA and KKR, trimmed VRT, GOOGL and ABBV and sold out of BCO, CTRA and KVUE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VRT Vertiv Holdings Co | $111M | 9.5% | 332K | −69K (−17%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $58M | 4.9% | 162K | −353 (−0%) | 8 of 8 | |
| 3 |  ICLR Icon PLC | $51.1M | 4.3% | 294K | +13K (+5%) | 7 of 8 | |
| 4 |  ULTA Ulta Beauty Inc | $44.2M | 3.8% | 98K | +11K (+12%) | 8 of 8 | |
| 5 |  KKR KKR & Co Inc | $35.7M | 3.0% | 389K | +80K (+26%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $35.7M | 3.0% | 96K | +12K (+15%) | 8 of 8 | |
| 7 |  MCK Mckesson Corp | $33.2M | 2.8% | 44K | +2,362 (+6%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $32.7M | 2.8% | 113K | +12K (+12%) | 8 of 8 | |
| 9 |  ABBV Abbvie Inc | $32.7M | 2.8% | 130K | −334 (−0%) | 8 of 8 | |
| 10 |  VWO Vanguard Intl Equity Index F | $31.9M | 2.7% | 534K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BCO Brinks Co | $427K | 4,124 |
 CTRA Coterra Energy Inc | $259K | 7,370 |
 KVUE Kenvue Inc | $247K | 14K |
 GILD Gilead Sciences Inc | $212K | 1,523 |
 DHR Danaher Corp | $209K | 1,100 |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ORCL Oracle Corp | Call | $15K | 100 | +100 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Zuckerman Investment Group 13F FAQ
What does Zuckerman Investment Group own?
Zuckerman Investment Group reported 137 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VRT (9.5%), GOOGL (4.9%) and ICLR (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Zuckerman Investment Group buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 52 added to, 32 trimmed and 6 sold out. It sold all of BCO, CTRA and KVUE.
When will Zuckerman Investment Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Zuckerman Investment Group's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.