Vertiv Holdings Co. $VRT is Zuckerman Investment Group LLC's Largest Position

Zuckerman Investment Group LLC trimmed its holdings in Vertiv shares by 6.1% in the 3rd quarter.

Mar. 14, 2026 at 11:30am

Zuckerman Investment Group LLC, an institutional investor, trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 6.1% during the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). Despite the reduction, Vertiv remains Zuckerman Investment Group LLC's largest position, comprising about 9.2% of its portfolio.

Why it matters

This filing provides insight into the investment strategy and portfolio composition of Zuckerman Investment Group LLC, a prominent institutional investor. The fact that Vertiv remains the firm's largest holding suggests the investor sees long-term value in the company, even as it made some adjustments to its position.

The details

According to the 13F filing, Zuckerman Investment Group LLC owned 658,854 shares of Vertiv at the end of the 3rd quarter, worth approximately $99.4 million. This represented a 6.1% reduction from the previous quarter, when the firm owned 701,579 shares.

  • Zuckerman Investment Group LLC filed its 13F report for the 3rd quarter of the year.
  • The firm reduced its Vertiv holdings by 6.1% during the 3rd quarter.

The players

Zuckerman Investment Group LLC

An institutional investor that owns a significant stake in Vertiv Holdings Co.

Vertiv Holdings Co.

A global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments.

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The takeaway

Zuckerman Investment Group LLC's continued focus on Vertiv Holdings Co. as its largest position suggests the investor sees long-term potential in the company, despite trimming its stake slightly in the most recent quarter. This filing provides insight into the investment strategies of a prominent institutional investor.