NorthCoast Asset Management LLC - 31 Aug 2025 SCHEDULE 13G/A Report for SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES (SPE)

Filing manager
NorthCoast Asset Management LLC
Reporting owner
Kovitz Investment Group Partners, LLC
Security
SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES
Beneficially owned shares
1,439,321 shares
Ownership signal CIK-linked ownership evidence from parsed SEC filings. 2 signals
Large-stake signal

Form

SCHEDULE 13G/A

Passive or exempt beneficial ownership filing.

Ownership

14%

Beneficial ownership of this reported class.

Shares

1,439,321 shares

Shares beneficially owned as disclosed.

Event date

31 Aug 2025

Date tied to the ownership event or amendment.

Accepted by SEC

10 Sep 2025

EDGAR acceptance date.

How to read this large-stake filing
  • Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
  • Compare this filing with the holder history and issuer page before treating the percentage as a current position.
  • Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
Class ownership
14%
Subject security Names, identifiers, and filing context for this profile. 2 source fields
Symbol
SPE
Shares outstanding
10,583,246 shares
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
SCHEDULE 13G/A
Accepted by SEC
10 Sep 2025, 12:15:39 UTC
Event date
31 Aug 2025
Source filing
View source filing

Key filing fact

NorthCoast Asset Management LLC disclosed 14% ownership in SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES (SPE) on 31 Aug 2025.

Key facts

  • NorthCoast Asset Management LLC filed SCHEDULE 13G/A for SPECIAL OPPORTUNITIES FUND, INC. COMMON SHARES (SPE).
  • Disclosed ownership: 14%.
  • Date of event: 31 Aug 2025.

Change

  • No earlier schedule filing is available for direct comparison.
  • Current filing was accepted on 10 Sep 2025, 12:15.

Research use

  • This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
  • Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.

Evidence

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

View source filing

Reporting persons

Disclosed reporting parties (1)

Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.

Name Ownership Shares owned Sole voting power Shared voting power Signature Title CIK
Kovitz Investment Group Partners, LLC 14% 1,439,321 1,439,321 JEREMY WILSON CHIEF COMPLIANCE OFFICER
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