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 60 new positions, 150 positions with more shares reported, 136 positions with fewer shares reported, and 66 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 |
|---|---|---|---|
SEC issuerMDU RES GROUP INC | $1.7 M0.0% of filing | 80,657 sh | MORE SHARES |
SEC issuerUNITED NAT FOODS INC | $1.7 M0.0% of filing | 37,418 sh |
| FEWER SHARES |
SEC issuerGENERAC HLDGS INC | $1.7 M0.0% of filing | 5,823 sh | NEW THIS QUARTER |
| $1.6 M0.0% of filing | 6,720 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 29,155 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 26,951 sh | MORE SHARES |
SEC issuerABM INDS INC | $1.5 M0.0% of filing | 34,506 sh | MORE SHARES |
| $1.5 M0.0% of filing | 115,945 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 244,957 sh | MORE SHARES |
| $1.5 M0.0% of filing | 176,399 sh | MORE SHARES |
SEC issuerTHOR INDS INC | $1.5 M0.0% of filing | 19,565 sh | NEW THIS QUARTER |
| $1.4 M0.0% of filing | 94,638 sh | NEW THIS QUARTER |
SEC issuerLINCOLN ELEC HLDGS INC | $1.4 M0.0% of filing | 5,406 sh | FEWER SHARES |
SEC issuerPPG INDS INC | $1.4 M0.0% of filing | 11,804 sh | NEW THIS QUARTER |
| $1.4 M0.0% of filing | 9,382 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 7,909 sh | NEW THIS QUARTER |
| $1.4 M0.0% of filing | 16,246 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 6,765 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 6,442 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 15,085 sh | NEW THIS QUARTER |
SEC issuerCHURCH & DWIGHT CO INC | $1.3 M0.0% of filing | 13,879 sh | FEWER SHARES |
SEC issuerGRAPHIC PACKAGING HLDG CO | $1.3 M0.0% of filing | 124,143 sh | FEWER SHARES |
| $1.3 M0.0% of filing | 50,265 sh | FEWER SHARES |
SEC issuerLCI INDS | $1.3 M0.0% of filing | 11,967 sh | MORE SHARES |
| $1.3 M0.0% of filing | 14,133 sh | MORE SHARES |