SPE

Special Opportunities Fund

Latest period2026 - Q1Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 42 superinvestors own shares of Special Opportunities Fund (SPE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Special Opportunities Fund (SPE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Special Opportunities Fund (SPE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Special Opportunities Fund (SPE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Increased 0.94%
0.03%
$18.377M
1.336M shares@ 13.77 avg price
Robert Shaker@Shaker Financial Services, Llc
Recent Activity
Increased 48.48%
1.79%
$5.119M
372,043 shares@ 13.77 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
Increased 5.74%
0.59%
$4.058M
294,894 shares@ 13.77 avg price
Mitchel Bialek@Css Llc Il
Recent Activity
Increased 2.39%
0.08%
$1.634M
118,749 shares@ 13.76 avg price
Matthew Jenkins@Gatepass Capital, Llc
Recent Activity
Decreased -14.33%
0.73%
$1.553M
112,859 shares@ 13.77 avg price
Massimo Ceschia@Scotia Capital Inc.
Recent Activity
Increased 1.7%
0.01%
$1.514M
110,043 shares@ 13.76 avg price
John Webber@Advisors Asset Management, Inc.
Recent Activity
Decreased -4.99%
0.03%
$1.476M
107,254 shares@ 13.76 avg price
Kenneth Nadel@Wolverine Asset Management Llc
Recent Activity
Increased 10068.95%
0.02%
$1.311M
95,283 shares@ 13.76 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 23.69%
0.01%
$1.249M
90,762 shares@ 13.77 avg price
Marcus Collins@Rivernorth Capital Management, Llc
Recent Activity
Decreased -20.69%
0.06%
$1.129M
82,069 shares@ 13.76 avg price

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