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 11 new positions, 31 positions with more shares reported, 28 positions with fewer shares reported, and 15 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 issuerPOST HLDGS INC | $6.4 M0.0% of filing | 72,779 sh | MORE SHARES |
SEC issuerAERCAP HOLDINGS NV | $6.3 M0.0% of filing | 43,089 sh |
| MORE SHARES |
SEC issuerKARMAN HLDGS INC | $5.7 M0.0% of filing | 114,290 sh | MORE SHARES |
| $5.3 M0.0% of filing | 50,400 sh | FEWER SHARES |
SEC issuerIQVIA HLDGS INC | $5.1 M0.0% of filing | 26,210 sh | FEWER SHARES |
SEC issuerSIRIUSXM HOLDINGS INC | $4.4 M0.0% of filing | 148,290 sh | MORE SHARES |
| $3.9 M0.0% of filing | 60,852 sh | FEWER SHARES |
SEC issuerSS&C TECH HLDGS | $3.7 M0.0% of filing | 59,934 sh | MORE SHARES |
SEC issuerONEMAIN HLDGS INC | $3.7 M0.0% of filing | 60,961 sh | FEWER SHARES |
SEC issuerSTUBHUB HLDGS INC | $3.5 M0.0% of filing | 275,031 sh | NEW THIS QUARTER |
| $3.1 M0.0% of filing | 36,150 sh | MORE SHARES |
SEC issuerBJS WHSL CLUB HLDGS INC | $3.1 M0.0% of filing | 35,135 sh | MORE SHARES |
SEC issuerPAR PAC HOLDINGS INC | $2.9 M0.0% of filing | 52,323 sh | MORE SHARES |
| $2.7 M0.0% of filing | 58,978 sh | MORE SHARES |
SEC issuerOLLIES BARGAIN OUTLET HLDGS | $2.5 M0.0% of filing | 32,453 sh | NEW THIS QUARTER |
| $2.3 M0.0% of filing | 256,939 sh | MORE SHARES |
SEC issuerNATIONAL VISION HLDGS INC | $2.2 M0.0% of filing | 116,907 sh | MORE SHARES |
| $2.1 M0.0% of filing | 12,075 sh | MORE SHARES |
SEC issuerQ2 HLDGS INC | $2.1 M0.0% of filing | 42,998 sh | MORE SHARES |
SEC issuerACUSHNET HLDGS CORP | $2.0 M0.0% of filing | 16,879 sh | NEW THIS QUARTER |
SEC issuerLPL FINL HLDGS INC | $1.9 M0.0% of filing | 6,900 sh | NEW THIS QUARTER |
SEC issuerARM HOLDINGS PLC | $1.7 M0.0% of filing | 4,924 sh | FEWER SHARES |
SEC issuerGENERAC HLDGS INC | $1.7 M0.0% of filing | 5,823 sh | NEW THIS QUARTER |
SEC issuerLINCOLN ELEC HLDGS INC | $1.4 M0.0% of filing | 5,406 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 6,442 sh | FEWER SHARES |