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 123 new positions, 284 positions with more shares reported, 411 positions with fewer shares reported, and 123 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 |
|---|---|---|---|
| $140.7 M0.2% of filing | 2,192,412 sh | MORE SHARES | |
| $140.0 M0.2% of filing |
| 7,606,637 sh |
| FEWER SHARES |
SEC issuerNEW ORIENTAL ED & TECHNOLOGY | $131.2 M0.2% of filing | 2,857,164 sh | FEWER SHARES |
| $131.1 M0.2% of filing | 615,728 sh | MORE SHARES |
| $127.4 M0.2% of filing | 306,855 sh | FEWER SHARES |
| $126.2 M0.2% of filing | 385,678 sh | FEWER SHARES |
SEC issuerPEABODY ENGR CORP | $122.8 M0.2% of filing | 5,313,527 sh | FEWER SHARES |
| $121.4 M0.2% of filing | 765,275 sh | FEWER SHARES |
SEC issuerCAPITAL ONE FINL CORP | $118.7 M0.2% of filing | 591,504 sh | FEWER SHARES |
SEC issuerREDWIRE CORPORATION | $115.0 M0.2% of filing | 9,399,700 sh | NEW THIS QUARTER |
| $113.4 M0.2% of filing | 1,584,200 sh | FEWER SHARES |
| $107.7 M0.1% of filing | 1,109,756 sh | FEWER SHARES |
SEC issuerBARRICK MNG CORP | $106.8 M0.1% of filing | 2,907,433 sh | FEWER SHARES |
SEC issuerPERDOCEO ED CORP | $105.6 M0.1% of filing | 3,299,764 sh | FEWER SHARES |
SEC issuerNORTHROP GRUMMAN CORP | $103.6 M0.1% of filing | 203,380 sh | MORE SHARES |
| $102.9 M0.1% of filing | 2,412,005 sh | FEWER SHARES |
SEC issuerPAN AMERN SILVER CORP | $101.3 M0.1% of filing | 2,261,697 sh | MORE SHARES |
| $100.6 M0.1% of filing | 1,180,400 sh | MORE SHARES |
| $100.1 M0.1% of filing | 1,028,000 sh | MORE SHARES |
SEC issuerSELECT SECTOR SPDR TR | $99.7 M0.1% of filing | 628,300 sh | MORE SHARES |
SEC issuerGRUPO AEROPORTUNARIO DEL PAC | $99.1 M0.1% of filing | 391,300 sh | FEWER SHARES |
SEC issuerTORONTO DOMINION BK ONT | $99.0 M0.1% of filing | 815,280 sh | MORE SHARES |
| $95.7 M0.1% of filing | 1,078,600 sh | FEWER SHARES |
| $95.6 M0.1% of filing | 1,529,530 sh | FEWER SHARES |
| $94.9 M0.1% of filing | 351,136 sh | FEWER SHARES |