Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZUCKERMAN INVESTMENT GROUP LLC | 05-15-2024 | 03-31-2024 | 147 | 881,963,672 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| U HAUL HOLDING COMPANY | COM SER N | 51 | $7,392,211 | 110,861 | 0.00 | 0.00 | 4,322 | 4.06 | 03-31-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 52 | $7,389,196 | 175,432 | 0.00 | 0.00 | -6,050 | -3.33 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 53 | $7,213,739 | 28,871 | 0.00 | 0.00 | 2,828 | 10.86 | 03-31-2024 |
| Activision Blizzard Inc. | COM | Liquidated | $0 | 0 | 0.00 | 0.99 | -3,958 | -5.13 | 12-31-2023 |
