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 234 new positions, 511 positions with more shares reported, 712 positions with fewer shares reported, and 269 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 issuerINVENTRUST PPTYS CORP | $8.4 M0.0% of filing | 236,044 sh | MORE SHARES |
SEC issuerCALIFORNIA RES CORP | $8.3 M0.0% of filing | 157,869 sh |
| FEWER SHARES |
SEC issuerPATRICK INDS INC | $8.3 M0.0% of filing | 92,703 sh | NEW THIS QUARTER |
SEC issuerSHOALS TECHNOLOGIES GROUP IN | $8.3 M0.0% of filing | 839,000 sh | MORE SHARES |
SEC issuerHILLTOP HLDGS INC | $8.3 M0.0% of filing | 212,984 sh | MORE SHARES |
SEC issuerSEANERGY MARITIME HLDGS CORP | $8.2 M0.0% of filing | 609,100 sh | FEWER SHARES |
SEC issuer4D MOLECULAR THERAPEUTICS IN | $8.2 M0.0% of filing | 614,573 sh | MORE SHARES |
SEC issuerPALVELLA THERAPEUTICS INC NE | $8.1 M0.0% of filing | 53,270 sh | MORE SHARES |
SEC issuerSEABOARD CORP DEL | $8.1 M0.0% of filing | 1,822 sh | FEWER SHARES |
| $8.1 M0.0% of filing | 557,600 sh | FEWER SHARES |
| $8.1 M0.0% of filing | 2,983,268 sh | MORE SHARES |
| $8.0 M0.0% of filing | 360,572 sh | FEWER SHARES |
| $8.0 M0.0% of filing | 585,306 sh | FEWER SHARES |
| $8.0 M0.0% of filing | 3,834,312 sh | MORE SHARES |
| $8.0 M0.0% of filing | 764,342 sh | MORE SHARES |
| $7.9 M0.0% of filing | 256,731 sh | MORE SHARES |
SEC issuerHELIX ENERGY SOLUTIONS GRP I | $7.9 M0.0% of filing | 902,127 sh | FEWER SHARES |
| $7.9 M0.0% of filing | 1,041,300 sh | FEWER SHARES |
| $7.9 M0.0% of filing | 9,932 sh | FEWER SHARES |
SEC issuerSELECT SECTOR SPDR TR | $7.9 M0.0% of filing | 146,510 sh | FEWER SHARES |
| $7.8 M0.0% of filing | 1,609,078 sh | FEWER SHARES |
| $7.8 M0.0% of filing | 69,595 sh | MORE SHARES |
SEC issuerFORTUNA MNG CORP | $7.8 M0.0% of filing | 919,400 sh | MORE SHARES |
SEC issuerATLANTIC UN BANKSHARES CORP | $7.7 M0.0% of filing | 183,102 sh | NEW THIS QUARTER |
| $7.7 M0.0% of filing | 2,791,973 sh | MORE SHARES |