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Special Opportunities Fund shares owned by Sarissa Consulting

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Sarissa Consulting from 13F filings

Historical chart of Sarissa Consulting investment in Special Opportunities Fund

Jan 2022Mar 2022May 2022Jul 2022Sep 20220.7M0.8M0.9M1M1.1M60k65k70k
Value ($)Share countHistorical SPE position of Sarissa Consulting Source: stockzoa.comValue ($)Share count

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All positions including Special Opportunities Fund held by Sarissa Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Sarissa Consulting

Quarter filed Position value Share count Share price at filing
2022-09-30 $660k 60k 11.09
2022-06-30 $736k 60k 12.36
2022-03-31 $1.1M 71k 15.01
2021-12-31 $1.1M 71k 15.45

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Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Blue Bell Private Wealth Management
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Shaker Financial Services
Morgan Stanley
Independent Advisor Alliance
Scotia Capital
Raymond James Financial
First Manhattan
Leucadia National Corporation
Alpine Partners VI
Ancora Advisors
Oppenheimer & Co
Branch Banking & Trust Company

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