Special Opportunities Fund, Inc.
SPE.PC- Exchange
- NYSE
- SEC CIK
- 0000897802
No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $42.0M in total; no superinvestor holds it.
Other share classesSPE
Holders of 5% or more of SPE.PC
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Special Opportunities Fund, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Colony Group, LLC | 13G | 48.00%1.15M shares | New | Jan 8, 20261 filing | Jan 8, 2026 | SEC |
| Kovitz Investment Group Partners, LLC | 13G/A | 47.90%1.22M shares | −2.40 ppfrom 50.30% | Sep 17, 20244 filings | Nov 6, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
5 Schedule 13D and 13G filings on Special Opportunities Fund, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jan 8, 20265:31 PM ET | Colony Group, LLC | 13G | 48.00%1.15M shares | New | Jan 1, 2026 | SEC |
| Nov 6, 202512:55 PM ET | Kovitz Investment Group Partners, LLC | 13G/A | 47.90%1.22M shares | −2.40 ppfrom 50.30% | Oct 31, 2024 | SEC |
| Sep 10, 202511:50 AM ET | Kovitz Investment Group Partners, LLC | 13G/A | 50.30%1.28M shares | −1.80 ppfrom 52.10% | Jul 31, 2025 | SEC |
| Sep 17, 20242:44 PM ET | Kovitz Investment Group Partners, LLC | 13G/A | 52.10%1.32M shares | 0.00 ppfrom 52.10% | Aug 31, 2024 | SEC |
| Sep 17, 20242:27 PM ET | Kovitz Investment Group Partners, LLC | 13G | 52.10%2.54M shares | New | Aug 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Special Opportunities Fund, Inc. shares.
No Form 144 notices for Special Opportunities Fund, Inc. are on file.