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 |
|---|---|---|---|
| $796,0840.0% of filing | 3,756 sh | MORE SHARES | |
| $783,4400.0% of filing |
| 2,798 sh |
| FEWER SHARES |
| $782,7660.0% of filing | 19,847 sh | NEW THIS QUARTER |
| $780,7690.0% of filing | 12,403 sh | NEW THIS QUARTER |
| $772,2100.0% of filing | 4,734 sh | NEW THIS QUARTER |
SEC issuerAPPLIED INDL TECHNOLOGIES IN | $758,1320.0% of filing | 2,242 sh | FEWER SHARES |
| $720,7720.0% of filing | 317 sh | FEWER SHARES |
| $720,0700.0% of filing | 10,807 sh | FEWER SHARES |
SEC issuerCLOROX CO DEL | $668,5570.0% of filing | 7,005 sh | FEWER SHARES |
| $649,6380.0% of filing | 7,883 sh | FEWER SHARES |
| $636,7270.0% of filing | 4,244 sh | FEWER SHARES |
SEC issuerINSTALLED BLDG PRODS INC | $603,1000.0% of filing | 2,624 sh | FEWER SHARES |
SEC issuerDOW HLDGS INC | $599,5940.0% of filing | 21,915 sh | NEW THIS QUARTER |
SEC issuerERIE INDTY CO | $576,1190.0% of filing | 2,403 sh | MORE SHARES |
SEC issuerHUNTINGTON INGALLS INDS INC | $575,7340.0% of filing | 2,057 sh | FEWER SHARES |
| $551,0690.0% of filing | 14,594 sh | NEW THIS QUARTER |
SEC issuerHERTZ GLOBAL HLDGS INC | $529,3100.0% of filing | 233,691 sh | MORE SHARES |
| $528,8400.0% of filing | 14,625 sh | FEWER SHARES |
SEC issuerCINEMARK HLDGS INC | $514,9780.0% of filing | 16,230 sh | NEW THIS QUARTER |
| $513,8370.0% of filing | 3,871 sh | FEWER SHARES |
| $491,6630.0% of filing | 131,416 sh | FEWER SHARES |
| $481,4000.0% of filing | 1,532 sh | FEWER SHARES |
| $466,5500.0% of filing | 6,497 sh | FEWER SHARES |
SEC issuerADVANCED ENERGY INDS | $461,9860.0% of filing | 1,239 sh | FEWER SHARES |
SEC issuerCHART INDS INC | $446,9230.0% of filing | 2,139 sh | FEWER SHARES |