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 133 new positions, 251 positions with more shares reported, 250 positions with fewer shares reported, and 135 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 issuerINSTALLED BLDG PRODS INC | $603,1000.0% of filing | 2,624 sh | FEWER SHARES |
SEC issuerFIRST AMERN FINL CORP | $599,9570.0% of filing |
| 8,747 sh |
| FEWER SHARES |
SEC issuerMARZETTI COMPANY | $596,0290.0% of filing | 5,221 sh | FEWER SHARES |
| $590,5750.0% of filing | 17,826 sh | NEW THIS QUARTER |
| $587,9900.0% of filing | 19,771 sh | NEW THIS QUARTER |
| $576,5800.0% of filing | 4,034 sh | NEW THIS QUARTER |
SEC issuerHUNTINGTON INGALLS INDS INC | $575,7340.0% of filing | 2,057 sh | FEWER SHARES |
SEC issuerISHARES TR | $569,4660.0% of filing | 7,121 sh | NO CHANGE |
| $564,9450.0% of filing | 714 sh | FEWER SHARES |
SEC issuerTEXAS INSTRS INC | $555,9010.0% of filing | 1,865 sh | NEW THIS QUARTER |
| $551,0690.0% of filing | 14,594 sh | NEW THIS QUARTER |
| $540,7750.0% of filing | 26,074 sh | NEW THIS QUARTER |
| $535,5880.0% of filing | 15,711 sh | FEWER SHARES |
SEC issuerHERTZ GLOBAL HLDGS INC | $529,3100.0% of filing | 233,691 sh | MORE SHARES |
SEC issuerCINEMARK HLDGS INC | $514,9780.0% of filing | 16,230 sh | NEW THIS QUARTER |
| $513,8370.0% of filing | 3,871 sh | FEWER SHARES |
| $498,8850.0% of filing | 1,580 sh | FEWER SHARES |
| $491,5680.0% of filing | 4,704 sh | NEW THIS QUARTER |
| $488,6160.0% of filing | 6,226 sh | FEWER SHARES |
| $484,0260.0% of filing | 5,568 sh | NO CHANGE |
| $481,4000.0% of filing | 1,532 sh | FEWER SHARES |
SEC issuerTELEFONAKTIEBOLAGET LM ERICS | $479,7180.0% of filing | 43,024 sh | FEWER SHARES |
| $479,1560.0% of filing | 992 sh | FEWER SHARES |
| $477,0680.0% of filing | 14,679 sh | FEWER SHARES |
| $473,2220.0% of filing | 6,036 sh | NEW THIS QUARTER |