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Special Opportunities Fund shares owned by Permanent Capital Management

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Permanent Capital Management from 13F filings

Historical chart of Permanent Capital Management investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Permanent Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Permanent Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $298k 22k 13.47

More positions owned by Permanent Capital Management

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust St Lon Treas Etf (SPTL)
Caterpillar (CAT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)

View all positions for Permanent Capital Management

Top funds holding Special Opportunities Fund

Colony
Shaker Financial Services
Blue Bell Private Wealth Management
CSS
Scotia Capital
Advisors Asset Management
Morgan Stanley
GatePass Capital
First Manhattan
Oppenheimer & Co
Raymond James Financial
Nbc Securities
Permanent Capital Management
Commonwealth Equity Services
Cetera Investment Advisers

View all funds holding Special Opportunities Fund