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 399 new positions, 670 positions with more shares reported, 919 positions with fewer shares reported, and 419 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 issuerSCIENCE APPLICATIONS INTL CO | $14.1 M0.0% of filing | 127,350 sh | MORE SHARES |
| $14.0 M0.0% of filing |
| 172,220 sh |
| FEWER SHARES |
SEC issuerISHARES TR | $13.9 M0.0% of filing | 161,086 sh | NEW THIS QUARTER |
| $13.9 M0.0% of filing | 1,677,000 sh | FEWER SHARES |
| $13.7 M0.0% of filing | 31,600 sh | MORE SHARES |
SEC issuerISHARES TR | $13.7 M0.0% of filing | 171,100 sh | MORE SHARES |
| $13.7 M0.0% of filing | 103,808 sh | FEWER SHARES |
SEC issuerLINCOLN ELEC HLDGS INC | $13.6 M0.0% of filing | 51,298 sh | FEWER SHARES |
SEC issuerIHS HOLDING LIMITED | $13.6 M0.0% of filing | 1,649,726 sh | FEWER SHARES |
SEC issuerWESTERN NEW ENG BANCORP INC | $13.6 M0.0% of filing | 947,562 sh | FEWER SHARES |
SEC issuerMUELLER INDS INC | $13.5 M0.0% of filing | 110,200 sh | FEWER SHARES |
| $13.5 M0.0% of filing | 92,600 sh | NEW THIS QUARTER |
| $13.5 M0.0% of filing | 965,225 sh | FEWER SHARES |
| $13.5 M0.0% of filing | 371,752 sh | MORE SHARES |
| $13.5 M0.0% of filing | 195,299 sh | MORE SHARES |
SEC issuerGREAT SOUTHN BANCORP INC | $13.4 M0.0% of filing | 170,500 sh | FEWER SHARES |
| $13.2 M0.0% of filing | 1,071,611 sh | FEWER SHARES |
| $13.2 M0.0% of filing | 81,100 sh | FEWER SHARES |
| $13.1 M0.0% of filing | 152,845 sh | FEWER SHARES |
SEC issuerULTRA CLEAN HLDGS INC | $13.1 M0.0% of filing | 91,900 sh | NEW THIS QUARTER |
SEC issuerGRUPO AEROPORTUARIO DEL SURE | $13.1 M0.0% of filing | 42,702 sh | FEWER SHARES |
| $13.1 M0.0% of filing | 242,976 sh | MORE SHARES |
SEC issuerFLOOR & DECOR HLDGS INC | $13.0 M0.0% of filing | 219,600 sh | MORE SHARES |
SEC issuerSPDR SERIES TRUST | $12.9 M0.0% of filing | 121,100 sh | MORE SHARES |
SEC issuerAEHR TEST SYS | $12.9 M0.0% of filing | 134,500 sh | NEW THIS QUARTER |