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

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