Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$24.38 B total reported value across 997 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 64 new positions, 122 positions with more shares reported, 125 positions with fewer shares reported, and 55 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
| $2.3 M0.0% of filing | 13,417 sh | FEWER SHARES | |
| $2.2 M0.0% of filing |
| 111,412 sh |
| FEWER SHARES |
SEC issuerFORD MTR CO | $2.2 M0.0% of filing | 155,958 sh | FEWER SHARES |
| $2.1 M0.0% of filing | 7,933 sh | FEWER SHARES |
SEC issuerACUSHNET HLDGS CORP | $2.0 M0.0% of filing | 16,879 sh | NEW THIS QUARTER |
SEC issuerSPACE EXPLORATION TECHN CORP | $2.0 M0.0% of filing | 11,597 sh | NEW THIS QUARTER |
| $2.0 M0.0% of filing | 12,715 sh | FEWER SHARES |
| $1.9 M0.0% of filing | 152,567 sh | FEWER SHARES |
| $1.9 M0.0% of filing | 636,288 sh | MORE SHARES |
SEC issuerOREILLY AUTOMOTIVE INC | $1.9 M0.0% of filing | 21,026 sh | FEWER SHARES |
| $1.9 M0.0% of filing | 18,647 sh | NEW THIS QUARTER |
| $1.9 M0.0% of filing | 26,750 sh | MORE SHARES |
| $1.9 M0.0% of filing | 30,004 sh | NEW THIS QUARTER |
| $1.9 M0.0% of filing | 12,200 sh | NEW THIS QUARTER |
| $1.8 M0.0% of filing | 13,149 sh | FEWER SHARES |
SEC issuerTERADATA CORP DEL | $1.8 M0.0% of filing | 52,768 sh | FEWER SHARES |
| $1.8 M0.0% of filing | 55,342 sh | MORE SHARES |
| $1.8 M0.0% of filing | 69,556 sh | MORE SHARES |
| $1.7 M0.0% of filing | 21,790 sh | NEW THIS QUARTER |
| $1.6 M0.0% of filing | 51,278 sh | MORE SHARES |
SEC issuerENOVIS CORPORATION | $1.6 M0.0% of filing | 77,088 sh | MORE SHARES |
SEC issuerNORTHROP GRUMMAN CORP | $1.6 M0.0% of filing | 3,091 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 20,799 sh | MORE SHARES |
| $1.5 M0.0% of filing | 29,597 sh | MORE SHARES |
SEC issuerTHOR INDS INC | $1.5 M0.0% of filing | 19,565 sh | NEW THIS QUARTER |