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.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 290 new positions, 594 positions with more shares reported, 853 positions with fewer shares reported, and 336 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 issuerMARAVAI LIFESCIENCES HLDGS I | $28.7 M0.0% of filing | 4,606,491 sh | MORE SHARES |
SEC issuerHUNTINGTON INGALLS INDS INC | $28.4 M0.0% of filing |
| 101,640 sh |
| NEW THIS QUARTER |
SEC issuerYUM CHINA HLDGS INC | $28.4 M0.0% of filing | 694,900 sh | MORE SHARES |
SEC issuerPHILLIPS EDISON & CO INC | $28.4 M0.0% of filing | 681,402 sh | MORE SHARES |
| $28.3 M0.0% of filing | 130,841 sh | FEWER SHARES |
| $28.2 M0.0% of filing | 240,111 sh | MORE SHARES |
| $28.1 M0.0% of filing | 2,567,767 sh | FEWER SHARES |
| $28.0 M0.0% of filing | 5,835,400 sh | MORE SHARES |
SEC issuerSELECTIVE INS GROUP INC | $27.8 M0.0% of filing | 286,594 sh | MORE SHARES |
| $27.6 M0.0% of filing | 2,049,849 sh | MORE SHARES |
| $27.6 M0.0% of filing | 913,700 sh | FEWER SHARES |
| $27.6 M0.0% of filing | 425,924 sh | FEWER SHARES |
SEC issuerSELECT SECTOR SPDR TR | $27.5 M0.0% of filing | 606,100 sh | FEWER SHARES |
| $27.4 M0.0% of filing | 4,642,500 sh | MORE SHARES |
| $26.9 M0.0% of filing | 2,953,478 sh | FEWER SHARES |
SEC issuerAMPHENOL CORP | $26.8 M0.0% of filing | 152,000 sh | FEWER SHARES |
| $26.7 M0.0% of filing | 260,300 sh | MORE SHARES |
| $26.3 M0.0% of filing | 1,548,035 sh | FEWER SHARES |
SEC issuerSTIFEL FINL CORP | $26.2 M0.0% of filing | 374,823 sh | MORE SHARES |
SEC issuerCAVCO INDS INC DEL | $25.9 M0.0% of filing | 42,169 sh | MORE SHARES |
SEC issuerCRA INTL INC | $25.9 M0.0% of filing | 181,775 sh | FEWER SHARES |
| $25.9 M0.0% of filing | 451,871 sh | FEWER SHARES |
| $25.8 M0.0% of filing | 996,200 sh | FEWER SHARES |
| $25.8 M0.0% of filing | 2,003,000 sh | MORE SHARES |
SEC issuerATLANTA BRAVES HLDGS INC | $25.8 M0.0% of filing | 496,829 sh | MORE SHARES |