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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.9M Sell
1,477,420
-58,059
-4% -$899K 0.1% 180
2025
Q1 		$23.1M Sell
1,535,479
-9,926
-0.6% -$149K 0.12% 153
2024
Q4 		$22.6M Sell
1,545,405
-20,482
-1% -$300K 0.11% 159
2024
Q3 		$21.6M Buy
+1,565,887
New +$21.6M 0.15% 127