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 230 new positions, 445 positions with more shares reported, 583 positions with fewer shares reported, and 278 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 issuerEXPEDITORS INTL WASH INC | $69.4 M0.1% of filing | 425,516 sh | MORE SHARES |
| $68.5 M0.1% of filing |
| 8,072,842 sh |
| FEWER SHARES |
| $66.1 M0.1% of filing | 5,024,668 sh | FEWER SHARES |
SEC issuerKE HLDGS INC | $64.0 M0.1% of filing | 4,403,023 sh | FEWER SHARES |
| $63.8 M0.1% of filing | 856,846 sh | MORE SHARES |
SEC issuerUNITED STS LIME & MINERALS I | $63.7 M0.1% of filing | 609,011 sh | FEWER SHARES |
SEC issuerUNITED AIRLS HLDGS INC | $63.3 M0.1% of filing | 465,763 sh | NEW THIS QUARTER |
| $60.9 M0.1% of filing | 4,697,825 sh | MORE SHARES |
SEC issuerATOUR LIFESTYLE HLDGS LTD | $59.9 M0.1% of filing | 1,883,024 sh | FEWER SHARES |
| $59.2 M0.1% of filing | 2,853,649 sh | FEWER SHARES |
| $58.3 M0.1% of filing | 331,500 sh | NEW THIS QUARTER |
| $57.8 M0.1% of filing | 1,085,000 sh | FEWER SHARES |
SEC issuerIDEXX LABS INC | $57.8 M0.1% of filing | 109,784 sh | MORE SHARES |
SEC issuerSOCIEDAD QUIMICA Y MINERA DE | $57.7 M0.1% of filing | 779,484 sh | MORE SHARES |
SEC issuerLIQUIDITY SVCS INC | $56.3 M0.1% of filing | 1,439,987 sh | FEWER SHARES |
| $56.2 M0.1% of filing | 507,600 sh | MORE SHARES |
| $55.7 M0.1% of filing | 155,840 sh | FEWER SHARES |
SEC issuerJAMES HARDIE INDS PLC | $55.5 M0.1% of filing | 2,120,758 sh | FEWER SHARES |
SEC issuerOCCIDENTAL PETE CORP | $55.5 M0.1% of filing | 1,142,754 sh | NEW THIS QUARTER |
| $55.4 M0.1% of filing | 3,496,315 sh | FEWER SHARES |
| $55.0 M0.1% of filing | 211,049 sh | FEWER SHARES |
| $54.1 M0.1% of filing | 4,759,554 sh | FEWER SHARES |
SEC issuerPAYPAL HLDGS INC | $52.7 M0.1% of filing | 1,220,300 sh | MORE SHARES |
| $52.3 M0.1% of filing | 254,958 sh | FEWER SHARES |
| $51.9 M0.1% of filing | 1,545,400 sh | MORE SHARES |