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 |
|---|---|---|---|
| $952,0840.0% of filing | 13,499 sh | NEW THIS QUARTER | |
SEC issuerTHE CAMPBELLS COMPANY | $944,2480.0% of filing |
| 42,400 sh |
| MORE SHARES |
SEC issuerYETI HLDGS INC | $944,1180.0% of filing | 19,050 sh | NEW THIS QUARTER |
SEC issuerSTELLAR BANCORP INC | $944,0730.0% of filing | 24,010 sh | NEW THIS QUARTER |
SEC issuerDUCOMMUN INC DEL | $939,9410.0% of filing | 5,075 sh | NEW THIS QUARTER |
| $937,0060.0% of filing | 15,157 sh | MORE SHARES |
| $924,2970.0% of filing | 19,357 sh | FEWER SHARES |
| $907,3160.0% of filing | 10,166 sh | MORE SHARES |
SEC issuerADAPTIVE BIOTECHNOLOGIES COR | $859,8660.0% of filing | 40,087 sh | FEWER SHARES |
SEC issuerHERC HLDGS INC | $848,1430.0% of filing | 5,917 sh | FEWER SHARES |
SEC issuerLANDSTAR SYS INC | $829,3080.0% of filing | 4,010 sh | NEW THIS QUARTER |
| $819,2760.0% of filing | 15,644 sh | NEW THIS QUARTER |
| $807,8950.0% of filing | 1,488 sh | NEW THIS QUARTER |
| $801,1330.0% of filing | 21,088 sh | FEWER SHARES |
SEC issuerSILGAN HLDGS INC | $800,3670.0% of filing | 17,253 sh | NEW THIS QUARTER |
SEC issuerCOMMVAULT SYS INC | $797,6560.0% of filing | 5,628 sh | NEW THIS QUARTER |
| $797,2640.0% of filing | 10,400 sh | FEWER SHARES |
SEC issuerMARKETAXESS HLDGS INC | $797,1540.0% of filing | 7,024 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 |
| $769,2390.0% of filing | 8,549 sh | FEWER SHARES |
SEC issuerAPPLIED INDL TECHNOLOGIES IN | $758,1320.0% of filing | 2,242 sh | FEWER SHARES |
SEC issuerGENWORTH FINL INC | $710,4870.0% of filing | 75,025 sh | FEWER SHARES |