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

Permanent 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
2026 Q2	$298K	Buy	+22,114	New	+$309K	0.04%	149

Other funds holding SPE

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Permanent Capital Management's SPE Position: Q2 2026 in Review

Permanent Capital Management opened a new position in Special Opportunities Fund (SPE) in Q2 2026: 22,114 shares worth $298K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings.

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

Permanent Capital Management held 22,114 shares of Special Opportunities Fund worth $298K as of Q2 2026.
Special Opportunities Fund was a new Permanent Capital Management position in Q2 2026.
Special Opportunities Fund made up 0.04% of Permanent Capital Management's portfolio in Q2 2026, its #149 holding.
35 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.