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Disclosed positions
Zuckerman Investment Group, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- VERTIV HOLDINGS CO
- Ticker
- VRT
- Class
- COM CL A
- Reported value
- $111,307,023
- Reported amount
- 332,438
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001423296-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VERTIV HOLDINGS CO | VRT | COM CL A | $111,307,023 | 332,438 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $57,957,520 | 162,178 | SH | None |
| ICON PUB LTD CO | ICLR | SHS | $51,146,999 | 294,439 | SH | None |
| ULTA BEAUTY INC | ULTA | COM | $44,206,864 | 98,024 | SH | None |
| KKR & CO INC | KKR | COM | $35,736,404 | 389,370 | SH | None |
| MICROSOFT CORP | MSFT | COM | $35,702,098 | 95,711 | SH | None |
| MCKESSON CORP | MCK | COM | $33,241,776 | 43,994 | SH | None |
| APPLE INC | AAPL | COM | $32,719,366 | 113,075 | SH | None |
| ABBVIE INC | ABBV | COM | $32,663,879 | 129,804 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $31,850,825 | 533,604 | SH | None |
| SALESFORCE INC | CRM | COM | $30,975,393 | 197,724 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $30,431,253 | 427,105 | SH | None |
| GPGI INC | GPGI | COM CL A | $30,335,092 | 1,913,886 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $29,488,195 | 58,930 | SH | None |
| DICKS SPORTING GOODS INC | DKS | COM | $28,270,722 | 124,645 | SH | None |
| AMAZON COM INC | AMZN | COM | $24,072,616 | 101,001 | SH | None |
| SCHEIN HENRY INC | HSIC | COM | $24,062,613 | 288,106 | SH | None |
| AEBI SCHMIDT HLDG AG | AEBI | COM | $23,566,806 | 1,877,833 | SH | None |
| CHEWY INC | CHWY | CL A | $23,105,276 | 1,175,841 | SH | None |
| META PLATFORMS INC | META | CL A | $22,931,858 | 40,711 | SH | None |
| CSW INDUSTRIALS INC | CSW | COM | $22,498,304 | 80,842 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $20,901,856 | 30,433 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $20,218,950 | 27 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $19,576,058 | 59,805 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $19,498,959 | 89,261 | SH | None |
| PENTAIR PLC | PNR | SHS | $18,131,973 | 236,525 | SH | None |
| RESOLUTE HLDGS MGMT INC | RHLD | COM | $17,683,101 | 122,349 | SH | None |
| VANGUARD WORLD FD | VDE | ENERGY ETF | $17,538,794 | 116,824 | SH | None |
| VANECK ETF TRUST | OIH | OIL SERVICES ETF | $17,174,198 | 46,163 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $14,667,309 | 182,044 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $14,529,902 | 144,332 | SH | None |
| LULULEMON ATHLETICA INC | LULU | COM | $14,330,618 | 125,509 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $12,698,954 | 104,587 | SH | None |
| DISNEY WALT CO | DIS | COM | $12,121,091 | 125,933 | SH | None |
| SITEONE LANDSCAPE SUPPLY INC | SITE | COM | $11,486,878 | 100,401 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $11,123,272 | 122,584 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $11,085,277 | 89,275 | SH | None |
| VISA INC | V | COM CL A | $10,876,368 | 31,701 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $9,947,509 | 19,841 | SH | None |
| PORTILLOS INC | PTLO | COM CL A | $9,715,564 | 2,049,697 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $9,515,748 | 86,389 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $8,961,865 | 167,168 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $7,561,309 | 51,564 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $7,032,620 | 9,550 | SH | None |
| ADOBE INC | ADBE | COM | $6,749,463 | 32,921 | SH | None |
| NETFLIX INC. | NFLX | COM | $6,470,554 | 90,624 | SH | None |
| BLOCK INC | XYZ | NOTE 0.250%11/0 | $6,016,585 | 6,363,000 | PRN | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $3,697,646 | 44,636 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,482,437 | 13,712 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,118,005 | 8,825 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.