Kovitz Investment Group Partners, LLC

13F Holdings History for SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE)

Symbol: SPE on NYSE
Investment type: Equity / COMMON SHARES
Latest Disclosed Ownership: 1.44M shares
Security Ownership: 13.6%

Shares, Excluding Options vs Price

Value, Excluding Options

Kovitz Investment Group Partners, LLC ownership in SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES (SPE)

2025-09-10 - Kovitz Investment Group Partners, LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1.44M shares of SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES (SPE). This represents 13.6% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Kovitz Investment Group Partners, LLC	13.6%		$21.4M	1.44M			$14.84	13G/A	8/31/2025	10 Sep 2025 12:15:39

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0.1%	0%	$22.9M	1.48M	-58,059	-3.78%	$15.49	Q2 2025
3/31/2025	0.12%	0%	$23.1M	1.54M	-9,926	-0.64%	$15.02	Q1 2025
12/31/2024	0.08%	0%	$22.6M	1.55M	-20,482	-1.31%	$14.63	Q4 2024
12/31/2024	0.11%	0%	$22.6M	1.55M	-20,482	-1.31%	$14.63	Q4 2024
9/30/2024	0.16%	+0.16%	$21.6M	1.57M	+1,565,887	NEW	$13.80	Q3 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.