Security key
84741T104
SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE)
CUSIP: 84741T104
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Total 13F shares
- 2,940,812
- Total 13F value
- $44,174,217
- Share change
- -191,422
- SEC-reported price per share
- $15.02
- Number of holders
- 37
- Value change
- -$2,790,505
- Number of buys
- 18
- Number of sells
- 17
- Shares outstanding
- 10,626,898
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2025
Institutions
37
Top holders
10
SPE full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
SPECIAL OPPORTUNITIES FUND, INC. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 84741T104
Recent filing periods:
Ownership snapshot
Top reported holders of SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
NorthCoast Asset Manageme...
Disclosed value leader
NorthCoast Asset Manageme...
Comparable rows
15/15
Latest evidence
31 Dec 2024
13F
Lead comparable stake: 15%
Showing 1-6 of 15 holder rows.
Quick read
NorthCoast Asset Management LLC leads the comparable SEC ownership view at 15%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens NorthCoast Asset Management LLC's linked filing trail.
Comparable ownership
Top 5
NorthCoast Asset Management LLC
15%
BLUE BELL PRIVATE WEALTH MANAGEME...
2.4%
CSS LLC/IL
1.9%
RIVERNORTH CAPITAL MANAGEMENT, LLC
1.9%
Shaker Financial Services, LLC
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| NorthCoast Asset Management LLC |
13F
Company
|
15%
|
$22,609,279
1,545,405 shares
|
— | 31 Dec 2024 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$3,660,724
250,220 shares
|
— | 31 Dec 2024 |
| CSS LLC/IL |
13F
Company
|
1.9%
|
$2,966,993
202,802 shares
|
— | 31 Dec 2024 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.9%
|
$2,959,444
202,286 shares
|
— | 31 Dec 2024 |
| Shaker Financial Services, LLC |
13F
Company
|
1.5%
|
$2,308,790
157,812 shares
|
— | 31 Dec 2024 |
| MORGAN STANLEY |
13F
Company
|
1.1%
|
$1,654,934
113,119 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
37
Shares
2,940,812
Rows available
37
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q1 2026 Across Filers
Q1 2026 holders
43
Q1 2025 holders
37
Holder diff
-6
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend