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 230 new positions, 445 positions with more shares reported, 583 positions with fewer shares reported, and 278 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 issuerIHS HOLDING LIMITED | $13.6 M0.0% of filing | 1,649,726 sh | FEWER SHARES |
SEC issuerMUELLER INDS INC | $13.5 M0.0% of filing | 110,200 sh |
| FEWER SHARES |
| $13.5 M0.0% of filing | 371,752 sh | MORE SHARES |
| $13.3 M0.0% of filing | 140,073 sh | MORE SHARES |
| $13.2 M0.0% of filing | 1,071,611 sh | FEWER SHARES |
SEC issuerG WILLI FOOD INTL LTD | $13.2 M0.0% of filing | 396,152 sh | FEWER SHARES |
| $13.2 M0.0% of filing | 81,100 sh | FEWER SHARES |
SEC issuerULTRA CLEAN HLDGS INC | $13.1 M0.0% of filing | 91,900 sh | NEW THIS QUARTER |
SEC issuerGRUPO AEROPORTUARIO DEL SURE | $13.1 M0.0% of filing | 42,702 sh | FEWER SHARES |
| $13.1 M0.0% of filing | 242,976 sh | MORE SHARES |
SEC issuerFLOOR & DECOR HLDGS INC | $13.0 M0.0% of filing | 219,600 sh | MORE SHARES |
SEC issuerSPDR SERIES TRUST | $12.9 M0.0% of filing | 121,100 sh | MORE SHARES |
SEC issuerAIR PRODUCTS AND CHEMICALS I | $12.9 M0.0% of filing | 43,860 sh | NEW THIS QUARTER |
SEC issuerBIGLARI HLDGS INC | $12.8 M0.0% of filing | 6,065 sh | MORE SHARES |
SEC issuerACADEMY SPORTS & OUTDOORS IN | $12.8 M0.0% of filing | 270,589 sh | NEW THIS QUARTER |
SEC issuerOLAPLEX HLDGS INC | $12.5 M0.0% of filing | 6,104,200 sh | MORE SHARES |
| $12.5 M0.0% of filing | 321,756 sh | FEWER SHARES |
SEC issuerEMBOTELLADORA ANDINA S A | $12.4 M0.0% of filing | 424,976 sh | FEWER SHARES |
SEC issuerHIGHWOODS PPTYS INC | $12.4 M0.0% of filing | 410,100 sh | NEW THIS QUARTER |
SEC issuerRAYONIER ADVANCED MATLS INC | $12.3 M0.0% of filing | 1,559,314 sh | FEWER SHARES |
SEC issuerVANGUARD CHARLOTTE FDS | $12.2 M0.0% of filing | 252,649 sh | MORE SHARES |
SEC issuerHARMONY GOLD MNG LTD | $12.2 M0.0% of filing | 803,842 sh | FEWER SHARES |
SEC issuerBIGLARI HLDGS INC | $12.2 M0.0% of filing | 28,627 sh | MORE SHARES |
| $12.2 M0.0% of filing | 369,743 sh | FEWER SHARES |
SEC issuerLIVERAMP HLDGS INC | $12.2 M0.0% of filing | 323,399 sh | FEWER SHARES |