LCM
SPE

Landscape Capital Management’s Special Opportunities Fund SPE Stock Holding History

Landscape Capital Management’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
2024
Q4 		– Sell
-15,446
Closed -$205K – 904
2024
Q3 		$205K Buy
15,446
+2,851
+23% +$36.9K 0.02% 572
2024
Q2 		$157K Sell
12,595
-2,734
-18% -$33.3K 0.01% 624
2024
Q1 		$185K Buy
15,329
+527
+4% +$6.13K 0.02% 623
2023
Q4 		$168K Buy
+14,802
New +$157K 0.02% 724
2023
Q3 		– Sell
-12,172
Closed -$130K – 626
2023
Q2 		$130K Buy
12,172
+184
+2% +$1.93K 0.02% 446
2023
Q1 		$125K Buy
+11,988
New +$131K 0.02% 520
2021
Q4 		– Sell
-24,143
Closed -$354K – 888
2021
Q3 		$354K Sell
24,143
-164,750
-87% -$2.44M 0.05% 323
2021
Q2 		$2.74M Buy
188,893
+99,799
+112% +$1.44M 0.33% 82
2021
Q1 		$1.25M Buy
89,094
+66,944
+302% +$932K 0.2% 92
2020
Q4 		$298K Buy
+22,150
New +$270K 0.05% 275

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Landscape Capital Management's SPE Position: Q4 2024 in Review

Landscape Capital Management sold out of Special Opportunities Fund (SPE) in Q4 2024, closing a stake of 15,446 shares — an estimated $205K sold.

Landscape Capital Management first reported a position in SPE in Q4 2020 and held it in 10 quarters. The position peaked at $2.74M in Q2 2021. 39 funds tracked by Wall St. Rank hold SPE as of Q4 2024.

  • Landscape Capital Management reported no remaining Special Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Landscape Capital Management sold 15,446 Special Opportunities Fund shares in Q4 2024, an estimated $205K.
  • Landscape Capital Management first reported a position in Special Opportunities Fund in Q4 2020 and held it in 10 quarters.
  • Landscape Capital Management's Special Opportunities Fund position peaked at $2.74M in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q4 2024.

Based on Landscape Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.