Long-term investor
Zuckerman Investment Group, LLC @zuckermaninvestmentgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001423296).
Record
- Tracked since 2025-06-30 (434 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months +5.2% · 1 year +12.4% · all +12.4%
- Max drawdown -3.3% · Sharpe 0.72 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VRT · 9.4% · long · since 2025-06-30
- GOOGL · 4.9% · long · since 2025-06-30
- G4705A100 · 4.3% · long · since 2025-06-30
- ULTA · 3.7% · long · since 2025-06-30
- KKR · 3.0% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- MCK · 2.8% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- ABBV · 2.8% · long · since 2025-06-30
- VWO · 2.7% · long · since 2025-06-30
- CRM · 2.6% · long · since 2025-09-30
- VEA · 2.6% · long · since 2025-06-30