Wolverine Asset Management’s Special Opportunities Fund SPE Stock Holding History

Wolverine Asset 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 Q1	$1.31M	Buy	95,283 +94,346	+10,069%	+$1.38M	0.01%	707
2025 Q4	$13.8K	Sell	937 -6,654	-88%	-$97.3K	﹤0.01%	1394
2025 Q3	$112K	Buy	+7,591	New	+$113K	﹤0.01%	1093
2023 Q4	–	Sell	-2,026	Closed	-$21.1K	–	1987
2023 Q3	$21.1K	Sell	2,026 -18,637	-90%	-$202K	﹤0.01%	1354
2023 Q2	$221K	Sell	20,663 -36,492	-64%	-$382K	﹤0.01%	983
2023 Q1	$597K	Buy	+57,155	New	+$623K	0.01%	822
2021 Q3	–	Sell	-44,864	Closed	-$650K	–	2325
2021 Q2	$650K	Buy	44,864 +17,299	+63%	+$250K	0.01%	812
2021 Q1	$386K	Buy	27,565 +23,730	+619%	+$330K	﹤0.01%	1000
2020 Q4	$51K	Sell	3,835 -8,694	-69%	-$106K	﹤0.01%	1328
2020 Q3	$148K	Sell	12,529 -7,459	-37%	-$87.6K	﹤0.01%	1059
2020 Q2	$215K	Buy	19,988 +12,078	+153%	+$120K	﹤0.01%	906
2020 Q1	$71K	Buy	+7,910	New	+$101K	﹤0.01%	1118
2019 Q2	–	Sell	-1,800	Closed	-$23K	–	1583
2019 Q1	$23K	Buy	+1,800	New	+$22.4K	﹤0.01%	1233
2017 Q3	–	Sell	-8,799	Closed	-$127K	–	1493
2017 Q2	$127K	Buy	+8,799	New	+$126K	﹤0.01%	1015
2015 Q2	–	Sell	-5,483	Closed	-$80K	–	2001
2015 Q1	$80K	Buy	+5,483	New	+$79.9K	﹤0.01%	1141

Other funds holding SPE

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $696M AUM 17.73% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wolverine Asset Management's SPE Position: Q1 2026 in Review

Wolverine Asset Management increased its Special Opportunities Fund (SPE) stake by 10,069% in Q1 2026, buying an estimated $1.38M and bringing the position to 95,283 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #707.

Wolverine Asset Management first reported a position in SPE in Q1 2015 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold SPE as of Q1 2026.

Wolverine Asset Management held 95,283 shares of Special Opportunities Fund worth $1.31M as of Q1 2026.
Wolverine Asset Management bought 94,346 Special Opportunities Fund shares in Q1 2026, an estimated $1.38M.
Special Opportunities Fund made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #707 holding.
Wolverine Asset Management first reported a position in Special Opportunities Fund in Q1 2015 and has held it in 15 quarters since.
43 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.