Kovitz Investment Group Partners
SPE

Kovitz Investment Group Partners’s Special Opportunities Fund SPE Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,448,125
Closed -$21.4M – 1198
2025
Q3 		$21.4M Sell
1,448,125
-98,438
-6% -$1.46M 0.08% 209
2025
Q2 		$22.9M Sell
1,546,563
-60,776
-4% -$860K 0.1% 180
2025
Q1 		$23.1M Sell
1,607,339
-10,391
-0.6% -$151K 0.12% 153
2024
Q4 		$22.6M Sell
1,617,730
-21,441
-1% -$302K 0.11% 159
2024
Q3 		$21.6M Buy
+1,639,171
New +$21.2M 0.15% 127

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $149M AUM 37.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Special Opportunities Fund (SPE) in Q4 2025, closing a stake of 1,448,125 shares — an estimated $21.4M sold.

Kovitz Investment Group Partners first reported a position in SPE in Q3 2024 and held it in 5 quarters. The position peaked at $23.1M in Q1 2025. 44 funds tracked by Wall St. Rank hold SPE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Special Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,448,125 Special Opportunities Fund shares in Q4 2025, an estimated $21.4M.
  • Kovitz Investment Group Partners first reported a position in Special Opportunities Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Special Opportunities Fund position peaked at $23.1M in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q4 2025.

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