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 144 new positions, 292 positions with more shares reported, 256 positions with fewer shares reported, and 138 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 issuerMDU RES GROUP INC | $1.7 M0.0% of filing | 80,657 sh | MORE SHARES |
SEC issuerUNITED NAT FOODS INC | $1.7 M0.0% of filing | 37,418 sh |
| FEWER SHARES |
SEC issuerGENERAC HLDGS INC | $1.7 M0.0% of filing | 5,823 sh | NEW THIS QUARTER |
SEC issuerGRANITE CONSTR INC | $1.7 M0.0% of filing | 10,599 sh | FEWER SHARES |
| $1.7 M0.0% of filing | 6,136 sh | FEWER SHARES |
| $1.7 M0.0% of filing | 21,790 sh | NEW THIS QUARTER |
| $1.7 M0.0% of filing | 14,786 sh | MORE SHARES |
| $1.6 M0.0% of filing | 6,720 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 68,894 sh | MORE SHARES |
| $1.6 M0.0% of filing | 16,972 sh | MORE SHARES |
| $1.6 M0.0% of filing | 35,622 sh | MORE SHARES |
| $1.6 M0.0% of filing | 51,278 sh | MORE SHARES |
| $1.6 M0.0% of filing | 29,155 sh | FEWER SHARES |
SEC issuerENOVIS CORPORATION | $1.6 M0.0% of filing | 77,088 sh | MORE SHARES |
SEC issuerGAMING & LEISURE P | $1.6 M0.0% of filing | 35,706 sh | NEW THIS QUARTER |
| $1.6 M0.0% of filing | 20,799 sh | MORE SHARES |
| $1.5 M0.0% of filing | 21,697 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 115,945 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 8,635 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 244,957 sh | MORE SHARES |
| $1.5 M0.0% of filing | 17,857 sh | NEW THIS QUARTER |
| $1.5 M0.0% of filing | 176,399 sh | MORE SHARES |
| $1.4 M0.0% of filing | 94,638 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 | 9,382 sh | FEWER SHARES |