HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VERTIV HOLDINGS CO |
1,299,434 | -171,185 | $62,412 |
| VRT | 1,299,434 | -171,185 | $62,412 |
| ULTA BEAUTY INC |
71,165 | -2,106 | $34,870 |
| ULTA | 71,165 | -2,106 | $34,870 |
 BERKSHIRE HATHAWAY INC DEL |
$32,724 | ||
| BRK.B | 59,803 | -1,049 | $21,329 |
| BRK.A | 21 | UNCH | $11,395 |
| MCKESSON CORP |
59,265 | -1,923 | $27,439 |
| MCK | 59,265 | -1,923 | $27,439 |
| DICKS SPORTING GOODS INC |
183,052 | -6,644 | $26,899 |
| DKS | 183,052 | -6,644 | $26,899 |
| PENTAIR PLC |
361,516 | -9,445 | $26,286 |
| PNR | 361,516 | -9,445 | $26,286 |
| MICROSOFT CORP |
63,365 | +1,921 | $23,828 |
| MSFT | 63,365 | +1,921 | $23,828 |
| BRINKS CO |
259,922 | -131,118 | $22,860 |
| BCO | 259,922 | -131,118 | $22,860 |
| ALPHABET INC |
149,845 | -102 | $20,932 |
| GOOGL | 149,845 | -102 | $20,932 |
| HENRY SCHEIN INC |
265,121 | +4,418 | $20,072 |
| HSIC | 265,121 | +4,418 | $20,072 |
| AVANTOR INC |
873,286 | +243,633 | $19,937 |
| AVTR | 873,286 | +243,633 | $19,937 |
| PROGRESSIVE CORP |
112,469 | -4,004 | $17,914 |
| PGR | 112,469 | -4,004 | $17,914 |
| CSW INDUSTRIALS INC |
86,005 | -3,889 | $17,838 |
| CSWI | 86,005 | -3,889 | $17,838 |
| APPLE INC |
90,644 | +3,280 | $17,452 |
| AAPL | 90,644 | +3,280 | $17,452 |
| KKR & CO INC |
204,955 | -9,073 | $16,981 |
| KKR | 204,955 | -9,073 | $16,981 |
| JOHNSON CTLS INTL PLC |
285,042 | +3,311 | $16,430 |
| JCI | 285,042 | +3,311 | $16,430 |
| CARTERS INC |
215,471 | -6,328 | $16,137 |
| CRI | 215,471 | -6,328 | $16,137 |
| PORTILLOS INC |
1,011,040 | +292,028 | $16,106 |
| PTLO | 1,011,040 | +292,028 | $16,106 |
| ALTERYX INC |
$15,474 | ||
| NOTE 0 | 15,953,000 | -75,000 | $15,474 |
| META PLATFORMS INC |
43,070 | -6,847 | $15,245 |
| META | 43,070 | -6,847 | $15,245 |
| DOCUSIGN INC |
$14,745 | ||
| NOTE 1 1 | 14,828,000 | -363,000 | $14,745 |
| CAPITAL SOUTHWEST CORP |
613,137 | -30,692 | $14,531 |
| CSWC | 613,137 | -30,692 | $14,531 |
| VANECK ETF TRUST (OIH) |
45,490 | -1,062 | $14,080 |
| OIH | 45,490 | -1,062 | $14,080 |
| SHYFT GROUP INC |
1,117,120 | -14,303 | $13,651 |
| SHYF | 1,117,120 | -14,303 | $13,651 |
| VANGUARD WORLD FDS (VDE) |
115,264 | -1,358 | $13,518 |
| VDE | 115,264 | -1,358 | $13,518 |
| AMAZON COM INC |
86,031 | +6,850 | $13,072 |
| AMZN | 86,031 | +6,850 | $13,072 |
| CDW CORP |
56,319 | -4,659 | $12,802 |
| CDW | 56,319 | -4,659 | $12,802 |
| YUM CHINA HLDGS INC |
283,356 | +162,183 | $12,023 |
| YUMC | 283,356 | +162,183 | $12,023 |
| KENVUE INC |
537,632 | +207,044 | $11,575 |
| KVUE | 537,632 | +207,044 | $11,575 |
| OPENLANE INC |
773,086 | -847,843 | $11,449 |
| KAR | 773,086 | -847,843 | $11,449 |
| ABBVIE INC |
72,668 | -504 | $11,261 |
| ABBV | 72,668 | -504 | $11,261 |
| JPMORGAN CHASE & CO |
60,523 | -46 | $10,295 |
| JPM | 60,523 | -46 | $10,295 |
| ADVANCE AUTO PARTS INC |
161,545 | +74,751 | $9,859 |
| AAP | 161,545 | +74,751 | $9,859 |
| VANGUARD INDEX FDS (VOO) |
20,645 | +4,456 | $9,018 |
| VOO | 20,645 | +4,456 | $9,018 |
| VANGUARD TAX MANAGED FDS (VEA) |
185,036 | +12,404 | $8,863 |
| VEA | 185,036 | +12,404 | $8,863 |
| ABBOTT LABS |
69,252 | -104 | $7,623 |
| ABT | 69,252 | -104 | $7,623 |
| U HAUL HOLDING COMPANY |
$7,505 | ||
| UHAL.B | 106,539 | +307 | $7,505 |
| MERCK & CO INC |
67,335 | +1,468 | $7,341 |
| MRK | 67,335 | +1,468 | $7,341 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
167,519 | +5,933 | $6,885 |
| VWO | 167,519 | +5,933 | $6,885 |
| SELECT SECTOR SPDR TR (XLF) |
181,482 | -5,638 | $6,824 |
| XLF | 181,482 | -5,638 | $6,824 |
| STARBUCKS CORP |
64,962 | -1,555 | $6,237 |
| SBUX | 64,962 | -1,555 | $6,237 |
| VANGUARD INDEX FDS (VO) |
26,043 | +6,435 | $6,059 |
| VO | 26,043 | +6,435 | $6,059 |
| ISHARES INC (IEMG) |
89,572 | +2,200 | $4,531 |
| IEMG | 89,572 | +2,200 | $4,531 |
| VANGUARD SCOTTSDALE FDS (VTWO) |
55,000 | +14,503 | $4,460 |
| VTWO | 55,000 | +14,503 | $4,460 |
| INVESCO QQQ TR |
9,638 | -95 | $3,947 |
| QQQ | 9,638 | -95 | $3,947 |
| ISHARES TR (IWF) |
12,858 | +912 | $3,898 |
| IWF | 12,858 | +912 | $3,898 |
| HILLMAN SOLUTIONS CORP |
413,442 | -11,277 | $3,808 |
| HLMN | 413,442 | -11,277 | $3,808 |
| ISHARES TR (IUSV) |
40,322 | +3,864 | $3,400 |
| IUSV | 40,322 | +3,864 | $3,400 |
| TESLA INC |
10,025 | +2,322 | $2,491 |
| TSLA | 10,025 | +2,322 | $2,491 |
| DISNEY WALT CO |
23,232 | +2,258 | $2,098 |
| DIS | 23,232 | +2,258 | $2,098 |
See Full List: All Stocks Held By Zuckerman Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Zuckerman Investment Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $774,364 At 09/30/2023: $699,107 Zuckerman Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zuckerman Investment Group LLC 13F filings. Link to 13F filings: SEC filings |
