ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 68
New Positions 7
Increased Positions 18
Decreased Positions 38
Positions with Activity 56
Sold Out Positions 16
Total Mkt Value (in $ millions) 477

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

Sector Weighting

Basic Materials
Capital Goods 13.36%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.18%
Energy 1.61%
Financial 34.8%
Healthcare 2.2%
Services 23.89%
Technology 9.27%
Transportation
Utilities 0.06%

68 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 623 New 4,000
A H BELO CORP COM CL A 7,956 314 4.11 1,430,897
ABBOTT LABS COM 3,857 New 77,882
ABBVIE INC COM 5,230 New 76,333
ADVANCE AUTO PARTS INC COM 7,250 -6,336 (46.64) 44,573
AGCO CORP COM 17,392 -562 (3.13) 314,791
AIMIA INC COM 25,244 3,327 15.18 2,325,310
ALAMO GROUP INC COM 229 -131 (36.36) 4,200
AMERICA MOVIL SAB DE CV SPON ADR L SHS -372 Sold Out 0
AMERICAN CAP LTD COM 27,667 88 .32 2,050,941
AMERICAN EXPRESS CO COM 9,136 9,136 New 116,535
AMERICAN INTL GROUP INC COM NEW -797 Sold Out 0
APPLE INC COM 206 206 New 1,626
ATWOOD OCEANICS INC COM 6,199 -1,822 (22.71) 244,915
BAXALTA INC COM -275 Sold Out 0
BAXTER INTL INC COM -339 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 17,559 -256 (1.44) 127,685
BERKSHIRE HATHAWAY INC DEL CL A 413 New 2
BRINKS CO COM 12,226 12,226 New 413,755
BRITISH EMPIRE SEC&GENL TR PLC ORD 199 New 24,125


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