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 41 new positions, 62 positions with more shares reported, 58 positions with fewer shares reported, and 31 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 |
|---|---|---|---|
| $10.3 M0.0% of filing | 108,233 sh | MORE SHARES | |
| $9.9 M0.0% of filing |
| 311,558 sh |
| FEWER SHARES |
| $9.8 M0.0% of filing | 325,788 sh | MORE SHARES |
SEC issuerINTERNATIONAL BANCSHARES COR | $9.8 M0.0% of filing | 128,587 sh | FEWER SHARES |
| $9.4 M0.0% of filing | 240,967 sh | MORE SHARES |
| $9.3 M0.0% of filing | 18,697 sh | FEWER SHARES |
SEC issuerHARMONY BIOSCIENCES HLDGS IN | $9.1 M0.0% of filing | 248,575 sh | FEWER SHARES |
SEC issuerCOCA COLA CONS INC | $8.9 M0.0% of filing | 46,535 sh | MORE SHARES |
SEC issuerSIMPSON MFG INC | $8.1 M0.0% of filing | 38,770 sh | NEW THIS QUARTER |
SEC issuerALLISON TRANSMISSION HLDGS I | $8.0 M0.0% of filing | 71,362 sh | FEWER SHARES |
SEC issuerLYONDELLBASELL INDUSTRIES NV | $8.0 M0.0% of filing | 152,648 sh | MORE SHARES |
SEC issuerON HLDG AG | $7.3 M0.0% of filing | 206,432 sh | FEWER SHARES |
| $7.1 M0.0% of filing | 68,945 sh | FEWER SHARES |
SEC issuerD R HORTON INC | $7.0 M0.0% of filing | 42,798 sh | MORE SHARES |
| $6.5 M0.0% of filing | 89,401 sh | MORE SHARES |
| $6.4 M0.0% of filing | 359,138 sh | MORE SHARES |
SEC issuerSONOCO PRODS CO | $5.8 M0.0% of filing | 103,361 sh | FEWER SHARES |
| $5.7 M0.0% of filing | 23,123 sh | FEWER SHARES |
SEC issuerVONTIER CORPORATION | $5.5 M0.0% of filing | 190,533 sh | MORE SHARES |
| $5.5 M0.0% of filing | 58,377 sh | MORE SHARES |
SEC issuerFULTON FINL CORP PA | $5.4 M0.0% of filing | 222,361 sh | FEWER SHARES |
SEC issuerEMERSON ELEC CO | $5.2 M0.0% of filing | 36,541 sh | FEWER SHARES |
| $5.2 M0.0% of filing | 15,663 sh | FEWER SHARES |
SEC issuerRAYMOND JAMES FINL INC | $5.2 M0.0% of filing | 34,074 sh | MORE SHARES |
SEC issuerFLYWIRE CORPORATION | $5.0 M0.0% of filing | 284,851 sh | NEW THIS QUARTER |