Zuckerman Investment Group Q2 2026 Portfolio Activity: New Holdings & Sector Shifts

As part of its ongoing investment strategy, Zuckerman Investment Group, Llc made several notable changes to its portfolio holdings during the second quarter ending June 30, 2026. The firm's total portfolio value stood at $1.15 billion as of this date.

The most significant new positions added by Zuckerman Investment Group include:

• CHWY (Consumer Cyclical), representing a 100% increase in shares, adding 1.95% to the portfolio.
• SGOV, an ETF holding, which entered the portfolio with a full 100% increase in shares, contributing 1.23%.
• VO, another Vanguard fund (Vanguard Index FDS), which entered the portfolio with a massive 301.92% increase in shares, adding 1.24%.

In addition to new positions, Zuckerman Investment Group significantly increased its stake in several existing holdings:

• CMPO (GPGI INC), an Industrials fund, saw a substantial 20.47% increase in shares.
• LULU (Lululemon Athletica Inc) experienced a huge 65.84% jump in holdings, adding more than 1.2%.
• KKR, the Financial Services company, saw its stake grow by a notable 25.99%.

Conversely, during Q2 2026, Zuckerman Investment Group reduced or exited certain positions:

• The firm decreased its position in VRT (Vertiv Holdings Co) by 17.2%, reducing the portfolio allocation from a previous higher level.
• MSFT (Microsoft Corp), previously listed in top holdings, saw its share count decrease slightly (-0.22%) and is no longer included in the provided top holdings list for this quarter.
• GOOGL (Alphabet Inc) also experienced a small reduction (-0.22%) but remains below the threshold of significant change disclosure in the top holdings list provided.

The portfolio's sector allocation reflects these changes and overall trends:

• Industrials: Holdings like VRT, CMPO (GPGI INC), and KKR are key components. The addition of CHWY (Consumer Cyclical) and SGOV/VO (ETFs) slightly altered the allocation.
• Technology: AAPL and MSFT remain significant holdings in this sector, though their recent share changes were minimal or not disclosed as major adjustments.
• Healthcare: ABBV and MCK are prominent positions within this sector.

Zuckerman Investment Group's Q2 activity shows a focus on adding new ETF positions (SGOV, VO) alongside significant increases in specific companies like LULU and KKR. The reduction in VRT suggests a strategic rebalancing or profit-taking decision for that particular holding.