Zuckerman Investment Group, LLC Purchases in Q4 2024

Zuckerman Investment Group, LLC

  • $954 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICLR
Icon PLC

Healthcare
92.1K
New
$187.22 - $297.57 $17.3M - $27.4M
92.1K $19.3M
CMPO
Compo Secure, Inc.

Industrials
701K
+ 85.02%
$13.6 - $16.55 $9.53M - $11.6M
1.53M $23.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10.7K
+ 10.8%
$338.38 - $446.21 $3.64M - $4.79M
110K $47.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
185K
+ 57.91%
$44.04 - $49.49 $8.17M - $9.18M
506K $22.3M
SITE
Site One Landscape Supply, Inc.

Industrials
51.3K
New
$131.3 - $156.31 $6.73M - $8.01M
51.3K $6.76M
GOOGL
Alphabet Inc.

Communication Services
12K
+ 7.79%
$161.86 - $196.66 $1.95M - $2.36M
166K $31.5M
MCK
Mckesson Corp

Healthcare
1.23K
+ 2.03%
$482.27 - $628.5 $592K - $771K
61.6K $35.1M
VEA
Vanguard Ftse Developed Market

ETFs
126K
+ 46.89%
$47.57 - $52.44 $6M - $6.61M
395K $18.9M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
1.24K
+ 0.12%
$15.53 - $20.75 $19.3K - $25.8K
1.01M $20.1M
HLMN
Hillman Solutions Corp.

Industrials
337K
+ 41.42%
$9.66 - $11.54 $3.25M - $3.88M
1.15M $11.2M
TSLA
Tesla, Inc.

Consumer Cyclical
538
+ 4.73%
$213.65 - $479.86 $115K - $258K
11.9K $4.81M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.73K
+ 0.8%
$43.37 - $51.46 $162K - $192K
468K $22.5M
DIS
Walt Disney CO

Communication Services
1.86K
+ 2.49%
$92.39 - $117.6 $172K - $219K
76.5K $8.52M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 9.52%
$664750.0 - $724132.5 $1.33M - $1.45M
23 $15.7M
ARCC
Ares Capital Corp

Financial Services
49K
+ 113.95%
$20.74 - $22.27 $1.02M - $1.09M
92K $2.01M
UPS
United Parcel Service Inc

Industrials
7.64K
New
$122.65 - $138.35 $937K - $1.06M
7.64K $963K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
75K
+ 500.0%
$12.1 - $13.76 $908K - $1.03M
90K $1.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
995
+ 4.15%
$521.84 - $558.82 $519K - $556K
24.9K $13.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
605
+ 3.91%
$370.24 - $418.94 $224K - $253K
16.1K $6.46M
XLF
Financial Sector Spdr

ETFs
1.6K
+ 0.9%
$44.89 - $51.34 $72K - $82.3K
179K $8.64M
BWAY
Brainsway Ltd.

Healthcare
52K
+ 346.4%
$8.96 - $10.86 $466K - $565K
67K $627K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.41K
+ 7.47%
$87.42 - $98.06 $473K - $530K
77.8K $6.95M
VO
Vanguard Mid Cap ETF

ETFs
1.75K
+ 5.29%
$261.5 - $284.63 $457K - $497K
34.8K $9.19M
AMGN
Amgen Inc

Healthcare
1.8K
New
$258.78 - $328.31 $467K - $592K
1.8K $469K
V
Visa Inc.

Financial Services
393
+ 5.34%
$273.87 - $320.91 $108K - $126K
7.75K $2.45M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.48K
+ 10.06%
$91.94 - $100.02 $503K - $548K
59.9K $5.55M
GERN
Geron Corp

Healthcare
80K
New
$3.3 - $4.44 $264K - $355K
80K $283K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5K
New
$53.94 - $58.15 $270K - $291K
5K $281K
OSCR
Oscar Health, Inc.

Healthcare
20K
New
$13.38 - $20.63 $268K - $413K
20K $268K
NVDA
Nvidia Corp

Technology
1.48K
+ 29.18%
$117.0 - $148.88 $173K - $220K
6.53K $877K
DKL
Delek Logistics Partners, LP

Energy
6K
New
$38.06 - $44.95 $228K - $270K
6K $253K
CSX
Csx Corp

Industrials
7.73K
New
$31.58 - $36.88 $244K - $285K
7.73K $249K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
5K
+ 15.92%
$16.43 - $22.77 $82.2K - $114K
36.4K $802K
MA
Mastercard Inc

Financial Services
274
+ 10.5%
$491.3 - $536.15 $135K - $147K
2.88K $1.52M
VMEO
Vimeo, Inc.

Technology
12.5K
+ 12.95%
$4.68 - $7.32 $58.5K - $91.5K
109K $697K
ARKG
Ark Genomic Revolution ETF (De

ETFs
8K
New
$22.66 - $27.11 $181K - $217K
8K $188K
COST
Costco Wholesale Corp

Consumer Defensive
206
New
$873.59 - $994.69 $180K - $205K
206 $188K
NTR
Nutrien Ltd.

Basic Materials
3.94K
New
$44.04 - $50.78 $174K - $200K
3.94K $176K
HPE
Hewlett Packard Enterprise CO

Technology
6K
+ 27.27%
$19.31 - $23.95 $116K - $144K
28K $597K
VDE
Vanguard Energy ETF

ETFs
2.28K
+ 1.89%
$116.67 - $136.78 $266K - $312K
123K $14.9M
PEP
Pepsico Inc

Consumer Defensive
2.46K
+ 17.77%
$151.29 - $176.1 $372K - $433K
16.3K $2.48M
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
20K
New
$5.3 - $10.41 $106K - $208K
20K $111K
XLU
Utilities Sector Spdr

ETFs
2.38K
+ 12.08%
$74.89 - $82.93 $178K - $197K
22.1K $1.67M
UNH
Unitedhealth Group Inc

Healthcare
485
+ 22.92%
$485.52 - $625.25 $235K - $303K
2.6K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
393
+ 8.2%
$385.02 - $431.37 $151K - $170K
5.18K $2.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.3K
+ 8.72%
$42.33 - $43.3 $54.8K - $56.1K
16.1K $688K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
481
+ 5.73%
$77.86 - $79.27 $37.5K - $38.1K
8.88K $692K
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 1.81%
$570.51 - $610.59 $11.4K - $12.2K
1.12K $661K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
70K
+ 96.91%
$3.53 - $7.8 $247K - $546K
142K $541K
Activity Summary
Buys All Purchases 73 New Holdings 16 Increased Positions 57 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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