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.
15 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 7 new positions, 29 positions with more shares reported, 21 positions with fewer shares reported, and 8 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 issuerFEDERAL SIGNAL CORP | $5.8 M0.0% of filing | 45,152 sh | MORE SHARES |
| $5.7 M0.0% of filing |
| 869,859 sh |
| FEWER SHARES |
| $5.4 M0.0% of filing | 117,410 sh | MORE SHARES |
| $5.3 M0.0% of filing | 12,230 sh | FEWER SHARES |
SEC issuerDANAHER CORP DEL | $4.9 M0.0% of filing | 25,684 sh | MORE SHARES |
| $4.6 M0.0% of filing | 51,283 sh | MORE SHARES |
SEC issuerMONDELEZ INTL INC | $4.4 M0.0% of filing | 75,420 sh | MORE SHARES |
SEC issuerNIOCORP DEVS LTD | $4.2 M0.0% of filing | 866,910 sh | FEWER SHARES |
SEC issuerADVANCED DRAIN SYS INC DEL | $4.1 M0.0% of filing | 26,071 sh | FEWER SHARES |
| $3.9 M0.0% of filing | 369,968 sh | NEW THIS QUARTER |
SEC issuerLAUDER ESTEE COS INC | $2.9 M0.0% of filing | 36,502 sh | MORE SHARES |
| $2.6 M0.0% of filing | 81,910 sh | FEWER SHARES |
| $2.3 M0.0% of filing | 21,054 sh | MORE SHARES |
| $2.1 M0.0% of filing | 22,355 sh | MORE SHARES |
SEC issuerKRATOS DEFENSE & SEC SOLUTIO | $2.0 M0.0% of filing | 41,061 sh | FEWER SHARES |
| $1.9 M0.0% of filing | 636,288 sh | MORE SHARES |
SEC issuerTERADATA CORP DEL | $1.8 M0.0% of filing | 52,768 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 29,155 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 16,246 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 6,765 sh | FEWER SHARES |
| $1.1 M0.0% of filing | 9,022 sh | NEW THIS QUARTER |
SEC issuerHILTON WORLDWIDE HLDGS INC | $1.1 M0.0% of filing | 3,248 sh | FEWER SHARES |
| $957,2700.0% of filing | 19,035 sh | NEW THIS QUARTER |
SEC issuerDUCOMMUN INC DEL | $939,9410.0% of filing | 5,075 sh | NEW THIS QUARTER |
| $908,9950.0% of filing | 1,433 sh | NEW THIS QUARTER |