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Kovitz Investment Group Partners, LLC

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

13

Stocks Covered

7

Latest Filing

Nov 6, 2025

Filings

SPECIAL OPPORTUNITIES FUND, INC.

SC 13G/A · Nov 6, 2025

47.9%

1.2M shares

POWELL INDUSTRIES INC

SC 13G/A · Nov 6, 2025

0.0%

2K shares

SPECIAL OPPORTUNITIES FUND, INC.

SC 13G/A · Sep 10, 2025

13.6%

1.4M shares

SPECIAL OPPORTUNITIES FUND, INC.

SC 13G/A · Sep 10, 2025

50.3%

1.3M shares

POWELL INDUSTRIES INC

SC 13G · May 7, 2025

13.5%

1.6M shares

TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

SC 13G/A · Jan 13, 2025

0.0%

0 shares

DTF TAX-FREE INCOME 2028 TERM FUND INC

SC 13G · Oct 29, 2024

6.1%

516K shares

GDL FUND

SC 13G · Oct 29, 2024

6.7%

770K shares

Saba Capital Income & Opportunities Fund

SC 13G · Oct 29, 2024

5.8%

2.5M shares

TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

SC 13G · Sep 17, 2024

12.5%

735K shares

SPECIAL OPPORTUNITIES FUND, INC.

SC 13G · Sep 17, 2024

14.7%

1.6M shares

SPECIAL OPPORTUNITIES FUND, INC.

SC 13G/A · Sep 17, 2024

52.1%

1.3M shares

SPECIAL OPPORTUNITIES FUND, INC.

SC 13G · Sep 17, 2024

52.1%

2.5M shares