Portfolio (Quarterly) Guide ↗

Zuckerman Investment Group, LLC

· CIK 0001423296

13F Portfolio $1.1B AUM 137 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 12 New 50 Added 31 Reduced 33 Exited

Page 1 of 2 · 33 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBM	INTERNATIONAL BUSINESS MACHS	Technology	6,595	$1.9M	0.17%	SOLD
2	AMD	ADVANCED MICRO DEVICES INC	Technology	9,735	$1.6M	0.15%	SOLD
3	DELL	DELL TECHNOLOGIES INC	Technology	10,010	$1.4M	0.13%	SOLD
4	ARCC	ARES CAPITAL CORP	Financial Services	68,017	$1.4M	0.13%	SOLD
5	PFE	PFIZER INC	Healthcare	51,522	$1.3M	0.12%	SOLD
6	—	MACH NATURAL RESOURCES LP	—	95,000	$1.3M	0.12%	SOLD
7	DVN	DEVON ENERGY CORP NEW	Energy	29,000	$1.0M	0.09%	SOLD
8	GSBD	GOLDMAN SACHS BDC INC	Financial Services	92,800	$944K	0.09%	SOLD
9	MSDL	MORGAN STANLEY DIRECT LENDIN	Financial Services	46,000	$740K	0.07%	SOLD
10	TEVA	TEVA PHARMACEUTICAL INDS LTD	Healthcare	36,406	$735K	0.07%	SOLD
11	AAP	ADVANCE AUTO PARTS INC	Consumer Cyclical	10,913	$670K	0.06%	SOLD
12	HPE	HEWLETT PACKARD ENTERPRISE C	Technology	26,000	$639K	0.06%	SOLD
13	BWAY	BRAINSWAY LTD	Healthcare	40,000	$603K	0.06%	SOLD
14	ETHE	GRAYSCALE ETHEREUM TRUST ETF	Financial Services	16,000	$548K	0.05%	SOLD
15	MRVL	MARVELL TECHNOLOGY INC	Technology	6,520	$548K	0.05%	SOLD
16	KBDC	KAYNE ANDERSON BDC INC	Financial Services	35,000	$466K	0.04%	SOLD
17	ACI	ALBERTSONS COS INC	Consumer Defensive	25,774	$451K	0.04%	SOLD
18	CHW	CALAMOS GBL DYN INCOME FUND	Financial Services	41,074	$310K	0.03%	SOLD
19	OSCR	OSCAR HEALTH INC	Healthcare	15,418	$292K	0.03%	SOLD
20	ARKG	ARK ETF TR	—	10,000	$278K	0.03%	SOLD

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Sector Allocation

Industrials 25.1%

Healthcare 19.5%

Consumer Cyclical 18.1%

Technology 11.9%

Communication Services 11.1%

Financial Services 10.5%

Consumer Defensive 3.1%

Energy 0.2%

Utilities 0.2%

Real Estate 0.1%