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 51 new positions, 108 positions with more shares reported, 101 positions with fewer shares reported, and 57 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 |
|---|---|---|---|
| $34.7 M0.1% of filing | 205,677 sh | MORE SHARES | |
SEC issuerUNIVERSAL HLTH SVCS INC | $33.9 M0.1% of filing |
| 228,121 sh |
| MORE SHARES |
| $33.4 M0.1% of filing | 336,573 sh | FEWER SHARES |
SEC issuerVULCAN MATLS CO | $32.1 M0.1% of filing | 108,687 sh | NEW THIS QUARTER |
| $32.0 M0.1% of filing | 51,333 sh | MORE SHARES |
| $31.7 M0.1% of filing | 27,950 sh | MORE SHARES |
SEC issuerQUALCOMM INC | $30.0 M0.1% of filing | 162,466 sh | FEWER SHARES |
| $30.0 M0.1% of filing | 99,584 sh | FEWER SHARES |
SEC issuerUNITED AIRLS HLDGS INC | $29.7 M0.1% of filing | 218,601 sh | MORE SHARES |
| $28.9 M0.1% of filing | 172,592 sh | MORE SHARES |
| $27.9 M0.1% of filing | 1,516,955 sh | NEW THIS QUARTER |
SEC issuerGLOBUS MED INC | $27.8 M0.1% of filing | 351,974 sh | MORE SHARES |
SEC issuerMANULIFE FINL CORP | $27.8 M0.1% of filing | 684,949 sh | FEWER SHARES |
| $27.1 M0.1% of filing | 159,943 sh | MORE SHARES |
SEC issuerCF INDUSTRIES HOLD | $27.0 M0.1% of filing | 249,708 sh | MORE SHARES |
SEC issuerREINSURANCE GROUP AMER INC | $26.9 M0.1% of filing | 126,415 sh | MORE SHARES |
| $26.8 M0.1% of filing | 32,248 sh | FEWER SHARES |
| $25.8 M0.1% of filing | 72,182 sh | MORE SHARES |
SEC issuerTHE CIGNA GROUP | $24.2 M0.1% of filing | 87,905 sh | FEWER SHARES |
| $23.8 M0.1% of filing | 156,413 sh | MORE SHARES |
| $23.6 M0.1% of filing | 429,904 sh | MORE SHARES |
SEC issuerCHUBB LIMITED | $22.8 M0.1% of filing | 67,050 sh | MORE SHARES |
SEC issuerAMERICAN INTL GROUP INC | $22.0 M0.1% of filing | 295,074 sh | MORE SHARES |
| $21.8 M0.1% of filing | 471,953 sh | NEW THIS QUARTER |
SEC issuerCENTURY ALUM CO | $21.8 M0.1% of filing | 473,928 sh | FEWER SHARES |