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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AI C3 AI INC Technology 15,300 $265K 0.03% SOLD
22 MSC INCOME FUND INC 20,000 $263K 0.02% SOLD
23 UA UNDER ARMOUR INC Consumer Cyclical 50,035 $242K 0.02% SOLD
24 NMFC NEW MTN FIN CORP Financial Services 25,000 $241K 0.02% SOLD
25 COST COSTCO WHSL CORP NEW Consumer Defensive 220 $203K 0.02% SOLD
26 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 20,000 $174K 0.02% SOLD
27 RXRX RECURSION PHARMACEUTICALS IN Healthcare 35,000 $171K 0.02% SOLD
28 MSOS ADVISORSHARES TR 34,164 $164K 0.01% SOLD
29 AMESITE INC 50,000 $152K 0.01% SOLD
30 TILRAY BRANDS INC 85,000 $147K 0.01% SOLD
31 DUOT DUOS TECHNOLOGIES GROUP INC Technology 18,000 $132K 0.01% SOLD
32 HLMN HILLMAN SOLUTIONS CORP Industrials 11,355 $104K 0.01% SOLD
33 CXAPP INC 36,870 $3K SOLD
Page 2 of 2  ·  33 positions
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%