Special Opportunities Fund shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Special Opportunities Fund
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Quarterly reported holdings in Special Opportunities Fund by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 1.4M | 15.50 |
| 2025-06-30 | $23M | 1.5M | 15.49 |
| 2025-03-31 | $23M | 1.5M | 15.02 |
| 2024-12-31 | $23M | 1.5M | 14.63 |
| 2024-09-30 | $22M | 1.6M | 13.80 |
More positions owned by Kovitz Investment Group Partners
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