ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 66
New Positions 6
Increased Positions 18
Decreased Positions 22
Positions with Activity 40
Sold Out Positions 6
Total Mkt Value (in $ millions) 484

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

Sector Weighting

Basic Materials 0%
Capital Goods 12.04%
Conglomerates
Consumer Cyclical 0.12%
Consumer/Non-Cyclical 0.35%
Energy 2.26%
Financial 34.9%
Healthcare 2.31%
Services 22.97%
Technology 6.71%
Transportation 0%
Utilities 0.1%

66 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
FEDEX CORP COM -8,005 Sold Out 0
LSB INDS INC COM -752 Sold Out 0
MCDONALDS CORP COM -9,084 Sold Out 0
SPEEDWAY MOTORSPORTS INC COM -7,555 Sold Out 0
UNILEVER PLC SPON ADR NEW -1,012 Sold Out 0
WESTMORELAND COAL CO COM -1,131 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 442 New 2
EDWARDS LIFESCIENCES CORP COM 213 213 New 1,600
INTERNATIONAL BUSINESS MACHS COM 271 New 1,674
NEXTERA ENERGY INC COM 207 207 New 2,000
TIFFANY & CO NEW COM 176 176 New 2,000
PHILIP MORRIS INTL INC COM 207 New 2,500
STARBUCKS CORP COM 234 234 New 2,500
DIAGEO P L C SPON ADR NEW 336 New 2,825
PETROCHINA CO LTD SPONSORED ADR 349 New 3,000
3M CO COM 675 New 4,000
E L FINL LTD COM 2,167 -48 (2.15) 4,043
HOWARD HUGHES CORP COM 730 New 4,875
JOHNSON & JOHNSON COM 571 New 5,569
ILLINOIS TOOL WKS INC COM 593 New 6,000


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