LIM
SPE

Leavell Investment Management’s Special Opportunities Fund SPE Stock Holding History

Leavell Investment 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
2026
Q2 		$226K Buy
+16,800
New +$235K 0.01% 596

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Leavell Investment Management's SPE Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Special Opportunities Fund (SPE) in Q2 2026: 16,800 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings.

46 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Leavell Investment Management held 16,800 shares of Special Opportunities Fund worth $226K as of Q2 2026.
  • Special Opportunities Fund was a new Leavell Investment Management position in Q2 2026.
  • Special Opportunities Fund made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #596 holding.
  • 46 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.