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 112 new positions, 237 positions with more shares reported, 227 positions with fewer shares reported, and 124 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 |
|---|---|---|---|
| $4.4 M0.0% of filing | 78,109 sh | MORE SHARES | |
SEC issuerMONDELEZ INTL INC | $4.4 M0.0% of filing |
| 75,420 sh |
| MORE SHARES |
| $4.4 M0.0% of filing | 424,582 sh | FEWER SHARES |
| $4.4 M0.0% of filing | 56,076 sh | FEWER SHARES |
SEC issuerNETSCOUT SYS INC | $4.3 M0.0% of filing | 99,831 sh | FEWER SHARES |
| $4.3 M0.0% of filing | 105,238 sh | FEWER SHARES |
SEC issuerHARMONY GOLD MNG LTD | $4.3 M0.0% of filing | 285,332 sh | FEWER SHARES |
| $4.3 M0.0% of filing | 47,424 sh | MORE SHARES |
SEC issuerMONOLITHIC PWR SYS INC | $4.3 M0.0% of filing | 3,096 sh | FEWER SHARES |
SEC issuerBAUSCH HEALTH COS INC | $4.3 M0.0% of filing | 866,285 sh | MORE SHARES |
SEC issuerNIOCORP DEVS LTD | $4.2 M0.0% of filing | 866,910 sh | FEWER SHARES |
| $4.1 M0.0% of filing | 41,016 sh | FEWER SHARES |
| $4.1 M0.0% of filing | 21,255 sh | MORE SHARES |
| $4.1 M0.0% of filing | 178,664 sh | MORE SHARES |
SEC issuerARMSTRONG WORLD INDS INC NEW | $4.1 M0.0% of filing | 25,290 sh | FEWER SHARES |
| $4.0 M0.0% of filing | 186,950 sh | MORE SHARES |
| $4.0 M0.0% of filing | 115,965 sh | FEWER SHARES |
| $4.0 M0.0% of filing | 3,146 sh | FEWER SHARES |
| $4.0 M0.0% of filing | 24,255 sh | FEWER SHARES |
| $3.9 M0.0% of filing | 369,968 sh | NEW THIS QUARTER |
SEC issuerALPHA METALLURGICAL RESOUR I | $3.9 M0.0% of filing | 23,752 sh | MORE SHARES |
| $3.9 M0.0% of filing | 18,729 sh | MORE SHARES |
SEC issuerGENERAL MTRS CO | $3.9 M0.0% of filing | 50,097 sh | FEWER SHARES |
SEC issuerSTRYKER CORPORATION | $3.8 M0.0% of filing | 12,155 sh | FEWER SHARES |
| $3.8 M0.0% of filing | 177,932 sh | MORE SHARES |