Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Calumet Specialty Products CLMT Stock Holding History

Kovitz Investment Group Partners’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-110,600
Closed -$2.02M – 604
2025
Q3 		$2.02M Hold
110,600
– – 0.01% 666
2025
Q2 		$1.74M Buy
110,600
+7,500
+7% +$95.4K 0.01% 666
2025
Q1 		$1.31M Hold
103,100
– – 0.01% 675
2024
Q4 		$2.27M Hold
103,100
– – 0.01% 551
2024
Q3 		$1.84K Buy
+103,100
New +$1.65M ﹤0.01% 1037

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AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Kovitz Investment Group Partners's CLMT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Calumet Specialty Products (CLMT) in Q4 2025, closing a stake of 110,600 shares — an estimated $2.02M sold.

Kovitz Investment Group Partners first reported a position in CLMT in Q3 2024 and held it in 5 quarters. The position peaked at $2.27M in Q4 2024. 140 funds tracked by Wall St. Rank hold CLMT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Calumet Specialty Products position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 110,600 Calumet Specialty Products shares in Q4 2025, an estimated $2.02M.
  • Kovitz Investment Group Partners first reported a position in Calumet Specialty Products in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Calumet Specialty Products position peaked at $2.27M in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.