Special Opportunities Fund, Inc.
SPE- Exchange
- NYSE
- SEC CIK
- 0000897802
No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.6M in total; no superinvestor holds it.
Other share classesSPE.PC
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +3 vs. previous quarter
- 46
- 13F valueReported value at the end of Q2 2026
- $43.6M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding SPE, Q2 2026
No superinvestor reported holding SPE at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Special Opportunities Fund, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 4, 2026 (view filing) | Jun 2-3 | 2 days | Dakos AndrewPresident and CEO | SSale | −6.26K | $14.09 | −$88.2K | −100.0%0 after | 2 lots |
| Jun 4, 2026 (view filing) | Jun 3 | 1 day | Dakos AndrewPresident and CEO | SSale | −133 | $14.07 | −$1.87K | −100.0%0 after | |
| Jun 4, 2026 (view filing) | Jun 2 | 2 days | Dakos AndrewPresident and CEO | SSale | −343 | $14.58 | −$5.00K | –0 after | Derivative |
| Mar 9, 2026 (view filing) | Mar 5 | 4 days | Goldstein PhillipChairman and Secretary | PPurchase | +6.64K | $14.92 | +$99.2K | –10.3K after | Derivative |
| Mar 2, 2026 (view filing) | Feb 26-27 | 4 days | Goldstein PhillipChairman and Secretary | PPurchase | +9.83K | $14.92 | +$146.7K | –6.10K after | Derivative2 lots |
| Feb 25, 2026 (view filing) | Feb 23-24 | 2 days | Goldstein PhillipChairman and Secretary | PPurchase | +218 | $14.94 | +$3.26K | –250 after | Derivative2 lots |
| Dec 31, 2025 (view filing) | Dec 30 | 1 day | Dakos AndrewPresident | SSale | −4.10K | $14.66 | −$60.1K | −40.3%6.06K after | |
| Aug 25, 2025 (view filing) | Aug 22 | 3 days | Goldstein PhillipChairman and Secretary | SSale | −4.59K | $16.40 | −$75.3K | –120 after | Derivative |
| Apr 8, 2025 (view filing) | Apr 4 | 4 days | Goldstein PhillipChairman and Secretary | PPurchase | +3.00K | $13.80 | +$41.4K | +9.4%34.8K after | |
| Oct 16, 2024 (view filing) | Oct 15 | 1 day | Goldstein PhillipChairman and Secretary | SSale | −888 | $16.35 | −$14.5K | –3.12K after | Derivative |
Top 10 13F holders, Q2 2026
The largest institutional positions in Special Opportunities Fund, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group, LLC | 1,245,185 | $16.8M | 0.02% | −90,333−6.8% | Reduced |
| Shaker Financial Services, LLC | 664,992 | $8.96M | 2.81% | +292,949+78.7% | Added |
| Blue Bell Private Wealth Management, LLC | 356,979 | $4.81M | 0.60% | +62,085+21.1% | Added |
| CSS LLC | 122,529 | $1.65M | 0.07% | +3,780+3.2% | Added |
| Scotia Capital Inc. | 108,784 | $1.47M | 0.01% | −1,259−1.1% | Reduced |
| Advisors Asset Management, Inc. | 106,335 | $1.43M | 0.02% | −919−0.9% | Reduced |
| Morgan Stanley | 96,684 | $1.30M | 0.00% | +5,922+6.5% | Added |
| GatePass Capital, LLC | 57,374 | $772.8K | 0.30% | −55,485−49.2% | Reduced |
| First Manhattan Co | 44,280 | $596.5K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 36,489 | $491.5K | 0.01% | +15,117+70.7% | Added |