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Shifting Tides: A Comparison of Zuckerman Investment Group's Holdings in Q3 and Q4 2022

Ava Hoppe | 2 May, 2023

Investment firms are constantly on the lookout for promising stocks and securities to add to their portfolios. One such firm, Zuckerman Investment Group LLC, has recently released its 13F filings for Q3 and Q4 2022. These filings detail the firm's holdings and provide insights into its investment strategy.

Analyzing Zuckerman's holdings, we can see that the firm has made several changes to its portfolio over the last quarter. In this article, we'll take a closer look at these changes and explore the reasons behind them.

Key Highlights

One of the most significant changes in Zuckerman's holdings was an increase in their holdings of Ulta Beauty Inc. The firm added 65363 shares of the cosmetics retailer, pushing up the value of their holdings by 15.6%. On the other hand, Zuckerman reduced its stake in Yum China Holdings Inc. by 29.3%.

Another major move by Zuckerman was its investment in VanEck Vectors Oil Services ETF. The firm acquired 47990 shares, boosting its holdings in the energy sector by 42.7%. Similarly, Zuckerman increased its holdings in McKesson Corp. by 10.5% with the addition of 63268 shares.

One of the most striking changes in the firm's portfolio was its investment in Berkshire Hathaway Inc. Class A, where it added 21 shares, increasing the value of its holding from $406,000 to $9.8 million. This move resulted in a stunning 2324.4% increase in the value of the firm's shares.

Reasons for the Changes

The changes in Zuckerman's holdings can be attributed to various factors. A closer look at the firms in which Zuckerman increased its holdings, such as Ulta Beauty, VanEck Vectors Oil Services ETF, and McKesson Corp., shows that these firms are performing well and have a promising outlook.

Moreover, it is worth noting that these three firms belong to different industries, indicating that Zuckerman is looking for a diversified portfolio. The investment in Berkshire Hathaway Inc. Class A is also noteworthy, as it is one of the most valuable stocks in the market.

Zuckerman's decision to reduce its stake in Yum China Holdings Inc. can be attributed to the ongoing trade tensions between China and the U.S. Yum China is heavily dependent on the Chinese market, and any disruptions in the trade may affect its performance.

Conclusion

Zuckerman Investment Group LLC's Q3 and Q4 2022 13F filings show that the firm is actively making changes to its portfolio to take advantage of emerging trends and opportunities. The firm's investments in Ulta Beauty, VanEck Vectors Oil Services ETF, and McKesson Corp. indicate a diversified approach to investing. Meanwhile, its investment in Berkshire Hathaway Inc. Class A underscores its commitment to high-value stocks that have a promising outlook.

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