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Special Opportunities shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Special Opportunities (SPE.PC) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Special Opportunities

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 1.3M 23.75

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Special Opportunities

Kovitz Investment Group Partners
CSS
Graham Capital Wealth Management
Wells Fargo & Company
Blue Bell Private Wealth Management
Morgan Stanley
Advisor Group Holdings
Winmill & Co

View all funds holding Special Opportunities