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 105 new positions, 218 positions with more shares reported, 211 positions with fewer shares reported, and 117 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 |
|---|---|---|---|
| $2.9 M0.0% of filing | 20,906 sh | MORE SHARES | |
| $2.9 M0.0% of filing |
| 60,791 sh |
| MORE SHARES |
| $2.9 M0.0% of filing | 85,060 sh | FEWER SHARES |
SEC issuerARROW ELECTRS INC | $2.9 M0.0% of filing | 13,511 sh | NEW THIS QUARTER |
SEC issuerLAUDER ESTEE COS INC | $2.9 M0.0% of filing | 36,502 sh | MORE SHARES |
| $2.9 M0.0% of filing | 362,451 sh | MORE SHARES |
| $2.8 M0.0% of filing | 59,233 sh | MORE SHARES |
| $2.8 M0.0% of filing | 50,653 sh | NEW THIS QUARTER |
SEC issuerSELECTIVE INS GROUP INC | $2.8 M0.0% of filing | 28,916 sh | FEWER SHARES |
| $2.8 M0.0% of filing | 81,942 sh | MORE SHARES |
| $2.8 M0.0% of filing | 68,181 sh | MORE SHARES |
SEC issuerNATIONAL STORAGE AFFILIATES | $2.8 M0.0% of filing | 62,778 sh | NEW THIS QUARTER |
SEC issuerPOWELL INDS INC | $2.8 M0.0% of filing | 9,611 sh | NEW THIS QUARTER |
| $2.7 M0.0% of filing | 58,978 sh | MORE SHARES |
| $2.7 M0.0% of filing | 84,698 sh | FEWER SHARES |
| $2.7 M0.0% of filing | 28,728 sh | MORE SHARES |
SEC issuerUS FOODS HLDG CORP | $2.6 M0.0% of filing | 25,754 sh | FEWER SHARES |
| $2.6 M0.0% of filing | 81,910 sh | FEWER SHARES |
| $2.6 M0.0% of filing | 176,661 sh | FEWER SHARES |
| $2.6 M0.0% of filing | 6,197 sh | NEW THIS QUARTER |
| $2.5 M0.0% of filing | 76,036 sh | MORE SHARES |
| $2.5 M0.0% of filing | 73,870 sh | FEWER SHARES |
SEC issuerOLLIES BARGAIN OUTLET HLDGS | $2.5 M0.0% of filing | 32,453 sh | NEW THIS QUARTER |
| $2.5 M0.0% of filing | 4,989 sh | NEW THIS QUARTER |
| $2.4 M0.0% of filing | 7,707 sh | NEW THIS QUARTER |