ZUCKERMAN INVESTMENT GROUP, LLC Information

155 NORTH WACKER DRIVE, CHICAGO, Illinois, 60606, (312) 948-8000

Report Date: 03/31/2014

Position Statistics

Total Positions 50
New Positions 1
Increased Positions 18
Decreased Positions 22
Positions with Activity 40
Sold Out Positions 5
Total Mkt Value (in $ millions) 430

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 10.2%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 2.55%
Energy 0.25%
Financial 31.39%
Healthcare 2.34%
Services 35.75%
Technology 8.3%
Transportation 5.32%
Utilities

40 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAPITAL SOUTHWEST CORP COM 41,581 2,169 5.50 1,139,834
ADVANCE AUTO PARTS INC COM 32,930 241 .74 262,287
NATIONAL OILWELL VARCO INC COM 26,557 9,774 58.23 311,815
AIMIA INC COM 25,109 1,255 5.26 1,442,199
LEGG MASON INC COM 23,297 176 .76 457,258
AMERICAN CAP LTD COM 22,936 9,415 69.64 1,457,151
FEDEX CORP COM 22,853 232 1.02 151,482
MICROSOFT CORP COM 22,337 327 1.49 501,966
VIAD CORP COM NEW 18,700 -9,766 (34.31) 849,595
CBS CORP (CLASS B) CL B 18,104 4,646 34.52 313,592
NACCO INDS INC CL A 16,365 66 .41 319,434
E L FINL LTD COM 15,432 -53 (0.34) 23,669
DUNDEE CORP CL A SUB VTG 14,895 14,895 New 910,943
BERKSHIRE HATHAWAY INC DEL CL B NEW 14,614 13,721 1,536.79 114,575
NEWS CORP NEW CL A 14,192 -8,617 (37.78) 782,356
PRGX GLOBAL INC COM NEW 13,003 1,078 9.04 1,991,320
SYMANTEC CORP COM 12,466 271 2.22 523,141
WESTWOOD HLDGS GROUP INC COM 9,749 50 .52 184,843
UNILEVER PLC SPON ADR NEW 9,738 143 1.49 219,070
A H BELO CORP COM CL A 9,707 -1,339 (12.12) 874,487