Kovitz Investment Group Partners
SPE.PRC

Kovitz Investment Group Partners’s Special Opportunities Fund, Inc. 2.75% Convertible Preferred Stock, Series C SPE.PRC Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPE.PRC Stock Details SPE.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32M Sell
1,288,832
-7,142
-0.6% -$177K 0.14% 134
2025
Q1 		$31.3M Sell
1,295,974
-8,689
-0.7% -$210K 0.16% 127
2024
Q4 		$31.3M Sell
1,304,663
-4,854
-0.4% -$117K 0.15% 125
2024
Q3 		$31.1M Buy
+1,309,517
New +$31.1M 0.22% 87