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) 434

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

Sector Weighting

Basic Materials
Capital Goods 10.09%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 2.56%
Energy 0.24%
Financial 31%
Healthcare 2.34%
Services 36.35%
Technology 8.17%
Transportation 5.34%
Utilities

18 INCREASED 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 41,148 2,147 5.50 1,139,834
ADVANCE AUTO PARTS INC COM 34,221 251 .74 262,287
NATIONAL OILWELL VARCO INC COM 26,645 9,806 58.23 311,815
AIMIA INC COM 25,138 1,256 5.26 1,442,199
LEGG MASON INC COM 23,165 175 .76 457,258
FEDEX CORP COM 23,157 235 1.02 151,482
MICROSOFT CORP COM 22,433 329 1.49 501,966
AMERICAN CAP LTD COM 22,105 9,074 69.64 1,457,151
CBS CORP (CLASS B) CL B 19,286 4,949 34.52 313,592
NACCO INDS INC CL A 16,230 66 .41 319,434
DUNDEE CORP CL A SUB VTG 15,000 15,000 New 910,943
BERKSHIRE HATHAWAY INC DEL CL B NEW 14,698 13,800 1,536.79 114,575
PRGX GLOBAL INC COM NEW 13,262 1,099 9.04 1,991,320
SYMANTEC CORP COM 12,137 264 2.22 523,141
WESTWOOD HLDGS GROUP INC COM 10,599 55 .52 184,843
UNILEVER PLC SPON ADR NEW 9,863 145 1.49 219,070
MCDONALDS CORP COM 9,115 400 4.58 92,084
NOW INC COM 2,647 974 58.23 77,954