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
SANOFI CONTGNT VAL RT 70 (0.58) 102,298
TIFFANY & CO NEW COM 176 176 New 2,000
BRITISH EMPIRE SEC&GENL TR PLC ORD 199 New 24,125
NEXTERA ENERGY INC COM 207 207 New 2,000
PHILIP MORRIS INTL INC COM 207 New 2,500
EDWARDS LIFESCIENCES CORP COM 213 213 New 1,600
STARBUCKS CORP COM 234 234 New 2,500
INTERNATIONAL BUSINESS MACHS COM 271 New 1,674
COVANTA HLDG CORP COM 293 New 13,500
ALAMO GROUP INC COM 331 New 6,600
DIAGEO P L C SPON ADR NEW 336 New 2,825
PETROCHINA CO LTD SPONSORED ADR 349 New 3,000
COCA COLA CO COM 368 -15,524 (97.68) 8,500
AMERICA MOVIL SAB DE CV SPON ADR L SHS 385 New 18,000


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