ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 50
New Positions 3
Increased Positions 21
Decreased Positions 22
Positions with Activity 43
Sold Out Positions 1
Total Mkt Value (in $ millions) 411

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

Sector Weighting

Basic Materials
Capital Goods 8.34%
Conglomerates
Consumer Cyclical 0.06%
Consumer/Non-Cyclical 2.79%
Energy 0.23%
Financial 27.98%
Healthcare 2.26%
Services 38.76%
Technology 9.47%
Transportation 4.94%
Utilities

21 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAPITAL SOUTHWEST CORP COM 37,899 1,360 3.72 1,080,372
ADVANCE AUTO PARTS INC COM 31,462 875 2.86 260,364
AIMIA INC COM 21,799 116 .54 1,370,133
NEWS CORP NEW CL A 21,225 1,814 9.35 1,257,410
LEGG MASON INC COM 20,721 989 5.02 453,808
MICROSOFT CORP COM 19,789 134 .68 494,611
NACCO INDS INC CL A 17,129 1,255 7.91 318,144
NATIONAL OILWELL VARCO INC COM 16,232 4,418 37.40 197,060
E L FINL LTD COM 14,813 1,151 8.42 23,750
AMERICAN CAP LTD COM 12,593 12,593 New 858,976
PRGX GLOBAL INC COM NEW 11,889 1,477 14.18 1,826,268
WESTWOOD HLDGS GROUP INC COM 10,816 276 2.62 183,888
UNILEVER PLC SPON ADR NEW 9,534 1,139 13.57 215,850
MCDONALDS CORP COM 8,827 602 7.32 88,048
LIQUIDITY SERVICES INC COM 8,748 8,748 New 485,975
ABBVIE INC COM 3,828 44 1.16 78,850
EXXON MOBIL CORP COM 621 26 4.32 6,184
PROCTER & GAMBLE CO COM 585 48 9.00 7,156
3M CO COM 571 20 3.55 4,143
COCA COLA CO COM 362 16 4.73 8,902