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 112 new positions, 237 positions with more shares reported, 227 positions with fewer shares reported, and 124 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 issuerINTERNATIONAL FLAVORS&FRAGRA | $403,2300.0% of filing | 5,090 sh | NEW THIS QUARTER |
| $403,0000.0% of filing |
| 42,918 sh |
| FEWER SHARES |
| $386,9270.0% of filing | 4,111 sh | MORE SHARES |
| $375,8130.0% of filing | 48,934 sh | FEWER SHARES |
SEC issuerBAXTER INTL INC | $369,8380.0% of filing | 17,347 sh | MORE SHARES |
SEC issuerEPR PPTYS | $363,3750.0% of filing | 6,264 sh | NEW THIS QUARTER |
| $360,7310.0% of filing | 3,554 sh | FEWER SHARES |
SEC issuerPRIMO BRANDS CORPORATION | $345,6790.0% of filing | 14,144 sh | FEWER SHARES |
SEC issuerEVERUS CONSTR GROUP | $345,3420.0% of filing | 2,081 sh | NEW THIS QUARTER |
| $341,5280.0% of filing | 19,241 sh | FEWER SHARES |
| $340,2880.0% of filing | 4,807 sh | NEW THIS QUARTER |
SEC issuerLAMB WESTON HLDGS INC | $333,3060.0% of filing | 7,719 sh | MORE SHARES |
SEC issuerVEECO INSTRS INC DEL | $316,9200.0% of filing | 4,181 sh | FEWER SHARES |
| $310,7390.0% of filing | 6,849 sh | FEWER SHARES |
| $307,5710.0% of filing | 9,455 sh | NEW THIS QUARTER |
| $275,3550.0% of filing | 15,825 sh | NEW THIS QUARTER |
| $250,2080.0% of filing | 2,984 sh | NEW THIS QUARTER |
| $247,9740.0% of filing | 3,351 sh | FEWER SHARES |
| $243,9380.0% of filing | 7,036 sh | FEWER SHARES |
SEC issuerSPDR SERIES TRUST | $243,0450.0% of filing | 2,522 sh | NO CHANGE |
SEC issuerVITA COCO CO INC | $241,2790.0% of filing | 3,648 sh | NEW THIS QUARTER |
SEC issuerDIGITAL RLTY TR INC | $227,5280.0% of filing | 1,267 sh | FEWER SHARES |
| $214,6000.0% of filing | 2,365 sh | FEWER SHARES |
| $213,6560.0% of filing | 19,710 sh | NEW THIS QUARTER |
SEC issuerBRIGHT HORIZONS FAM SOL IN D | $210,5840.0% of filing | 2,971 sh | FEWER SHARES |