ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 49
New Positions 5
Increased Positions 23
Decreased Positions 13
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value
(in $ millions)
373

Sector Weighting

Basic Materials 0%
Capital Goods 2.44%
Conglomerates
Consumer Cyclical 2.12%
Consumer/Non-Cyclical 7.93%
Energy 0.25%
Financial 26.52%
Healthcare 2.37%
Services 44.67%
Technology 13.72%
Transportation
Utilities

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

13 DECREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
VIAD CORP COM NEW 36,352 -7,508 (17.12) 1,437,984
SPEEDWAY MOTORSPORTS INC COM 15,587 -445 (2.78) 864,967
KKR & CO L P DEL COM UNITS 14,509 -3,615 (19.94) 706,057
MOTOROLA SOLUTIONS INC COM NEW 10,867 -7,764 (41.67) 188,891
TIME WARNER INC COM NEW 7,962 -1,175 (12.86) 131,133
ALAMO GROUP INC COM 6,292 -3,251 (34.07) 146,661
NACCO INDS INC CL A 2,321 -4 (0.17) 43,704
EXXON MOBIL CORP COM 538 -45 (7.78) 5,928
PFIZER INC COM 512 -35 (6.42) 17,500
ADVENT SOFTWARE INC COM -3,512 Sold Out 0
ENPRO INDS INC COM -6,170 Sold Out 0
HOSPITALITY PPTYS TR COM SH BEN INT -673 Sold Out 0
VODAFONE GROUP PLC NEW SPONS ADR NEW -8,983 Sold Out 0