ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 52
New Positions 7
Increased Positions 24
Decreased Positions 21
Positions with Activity 45
Sold Out Positions 4
Total Mkt Value (in $ millions) 466

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

Sector Weighting

Basic Materials
Capital Goods 10.88%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.27%
Energy 0.23%
Financial 32.94%
Healthcare 2.15%
Services 29.03%
Technology 10.74%
Transportation 3.31%
Utilities 0.04%

7 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VERITIV CORP COM 11,909 11,909 New 267,500
SOLARCITY CORP COM 3,636 3,636 New 52,940
ADAMS EXPRESS CO COM 1,432 1,432 New 101,035
TRI CONTL CORP COM 1,105 1,105 New 51,525
TIFFANY & CO NEW COM 202 202 New 2,000
BRITISH EMPIRE SEC&GENL TR PLC ORD 199 199 New 24,125
NEXTERA ENERGY INC COM 197 197 New 2,000


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