JY
SPE

Jeff Yass’s Special Opportunities Fund SPE Stock Holding History

Jeff Yass’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
15,435
+3,614
+31% +$50.5K ﹤0.01% 11866
2026
Q1 		$163K Sell
11,821
-1,546
-12% -$22.6K ﹤0.01% 11918
2025
Q4 		$196K Buy
+13,367
New +$195K ﹤0.01% 10899
2025
Q2 		– Sell
-21,445
Closed -$308K – 13649
2025
Q1 		$308K Buy
+21,445
New +$311K ﹤0.01% 10023
2024
Q4 		– Sell
-13,199
Closed -$175K – 13154
2024
Q3 		$175K Buy
+13,199
New +$171K ﹤0.01% 10593
2023
Q4 		– Sell
-28,046
Closed -$293K – 13241
2023
Q3 		$293K Buy
+28,046
New +$304K ﹤0.01% 9396
2023
Q1 		– Sell
-14,388
Closed -$157K – 13443
2022
Q4 		$157K Buy
+14,388
New +$160K ﹤0.01% 10443
2020
Q1 		– Sell
-15,028
Closed -$211K – 10836
2019
Q4 		$211K Sell
15,028
-1,934
-11% -$26.4K ﹤0.01% 8676
2019
Q3 		$231K Buy
+16,962
New +$225K ﹤0.01% 8824
2019
Q2 		– Sell
-11,415
Closed -$146K – 10792
2019
Q1 		$146K Buy
+11,415
New +$142K ﹤0.01% 8071
2018
Q4 		– Sell
-45,577
Closed -$654K – 9896
2018
Q3 		$654K Buy
+45,577
New +$656K ﹤0.01% 6051
2017
Q2 		– Sell
-53,778
Closed -$751K – 9794
2017
Q1 		$751K Buy
+53,778
New +$735K ﹤0.01% 5738

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Jeff Yass's SPE Position: Q2 2026 in Review

Jeff Yass increased its Special Opportunities Fund (SPE) stake by 31% in Q2 2026, buying an estimated $50.5K and bringing the position to 15,435 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #11866.

Jeff Yass first reported a position in SPE in Q1 2017 and has held it in 12 quarters since. The position peaked at $751K in Q1 2017. 45 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Jeff Yass held 15,435 shares of Special Opportunities Fund worth $208K as of Q2 2026.
  • Jeff Yass bought 3,614 Special Opportunities Fund shares in Q2 2026, an estimated $50.5K.
  • Special Opportunities Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11866 holding.
  • Jeff Yass first reported a position in Special Opportunities Fund in Q1 2017 and has held it in 12 quarters since.
  • Jeff Yass's Special Opportunities Fund position peaked at $751K in Q1 2017.
  • 45 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.