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SPECIAL OPPORTUNITIES FUND, INC. hedge fund holdings

SPENYSE
$12.60-0.05 (-0.40% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SPE · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-19.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202577$3.31M$3.41M34Aug 14, 2025
Q3 2025148$5.08M$2M40Nov 14, 2025
Q4 2025910$20.2M$22.2M43Feb 14, 2026
Q1 20261312$4.34M$2.99M41May 15, 2026
Q2 20261511$6.28M$4.61M43Aug 14, 2026

Quarterly action breakdown

Q2 2026
43 filers
New position
5
$809K+60.1K sh
Increased
10
$5.47M+406K sh
Reduced
8
-$4.3M-319K sh
Out / sold
3
-$308K-22.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCAdded 78.74%+$3.95M$8.96M2.81%Jul 15, 2026
GatePass Capital, LLCReduce 49.16%-$747K$773K0.29%Jul 30, 2026
Permanent Capital Management, LPNew Buy+$298K$298K0.04%Aug 12, 2026
Independent Advisor AllianceSell 100%-$292K$00.00%Aug 12, 2026
Leavell Investment Management, Inc.New Buy+$226K$226K0.01%Jul 21, 2026
Oppenheimer & Co IncAdded 70.73%+$204K$492K0.01%Aug 3, 2026
PMG Family Office LLCNew Buy+$137K$137K0.13%Jul 16, 2026
Lanark Financial, Inc.Added 60.08%+$135K$359K0.02%Jul 21, 2026
Keating Financial Advisory Services, Inc.Reduce 69.19%-$52.3K$23.3K0.00%Aug 11, 2026
CSS LLCAdded 3.18%+$50.9K$1.65M0.06%Aug 14, 2026
Scotia Capital Inc.Reduce 1.14%-$17K$1.47M0.01%Aug 11, 2026
TrueMark Investments, LLCAdded 7.03%+$15.4K$234K0.03%Jul 22, 2026
Sound Income Strategies, LLCSell 100%-$10.2K$00.00%Jul 20, 2026
Detalus Advisors, LLCAdded 3.64%+$5.12K$146K0.03%Jul 27, 2026
Guggenheim Capital LLCReduce 1.73%-$4.84K$275K0.00%Aug 12, 2026
Aspect Partners, LLCNew Buy+$135$1350.00%Jul 16, 2026

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