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
Holders of 5% or more of SPE
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 |
|---|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 13G/A | 13.60%1.44M shares | −1.10 ppfrom 14.70% | Sep 17, 20242 filings | Sep 10, 2025 | SEC |
| Colony Group, LLC | 13G | 12.96%1.38M shares | New | Jan 8, 20261 filing | Jan 8, 2026 | 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
9 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, 20266:01 PM ET | Colony Group, LLC | 13G | 12.96%1.38M shares | New | Jan 1, 2026 | SEC |
| Sep 10, 202512:15 PM ET | Kovitz Investment Group Partners, LLC | 13G/A | 13.60%1.44M shares | −1.10 ppfrom 14.70% | Aug 31, 2025 | SEC |
| Sep 17, 20242:58 PM ET | Kovitz Investment Group Partners, LLC | 13G | 14.70%1.57M shares | New | Aug 31, 2024 | SEC |
| Feb 14, 2022 | Rivernorth Capital Management, LLC | 13GOld format | – | New | – | SEC |
| Feb 11, 2022 | Relative Value Partners Group, LLC | 13GOld format | – | – | – | SEC |
| Feb 11, 2022 | Relative Value Partners Group, LLC | 13GOld format | – | – | – | SEC |
| Apr 5, 2021 | Sit Investment Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Relative Value Partners Group, LLC | 13GOld format | – | New | – | SEC |
| Feb 12, 2021 | Sit Investment Associates Inc | 13G/AOld format | – | – | – | 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.