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 290 new positions, 594 positions with more shares reported, 853 positions with fewer shares reported, and 336 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 issuerMONOLITHIC PWR SYS INC | $87.2 M0.1% of filing | 63,066 sh | NEW THIS QUARTER |
SEC issuerDILLARDS INC | $85.4 M0.1% of filing |
| 161,539 sh |
| MORE SHARES |
SEC issuerMERCURY GENL CORP NEW | $83.3 M0.1% of filing | 781,682 sh | FEWER SHARES |
| $80.9 M0.1% of filing | 221,768 sh | FEWER SHARES |
| $80.9 M0.1% of filing | 881,933 sh | FEWER SHARES |
| $80.2 M0.1% of filing | 177,780 sh | NEW THIS QUARTER |
| $79.6 M0.1% of filing | 3,723,200 sh | MORE SHARES |
SEC issuerDOW HLDGS INC | $79.2 M0.1% of filing | 2,895,600 sh | NEW THIS QUARTER |
| $78.4 M0.1% of filing | 106,752 sh | MORE SHARES |
SEC issuerELEVANCE HEALTH INC FORMERLY | $77.9 M0.1% of filing | 201,373 sh | MORE SHARES |
| $77.0 M0.1% of filing | 496,541 sh | MORE SHARES |
| $77.0 M0.1% of filing | 1,665,995 sh | MORE SHARES |
SEC issuerJOHNSON CONTROLS INTERNATION | $76.8 M0.1% of filing | 525,544 sh | MORE SHARES |
| $76.6 M0.1% of filing | 799,600 sh | FEWER SHARES |
| $76.5 M0.1% of filing | 6,516,739 sh | FEWER SHARES |
| $74.1 M0.1% of filing | 153,400 sh | MORE SHARES |
| $72.4 M0.1% of filing | 420,670 sh | MORE SHARES |
| $72.1 M0.1% of filing | 315,050 sh | MORE SHARES |
| $72.0 M0.1% of filing | 357,000 sh | FEWER SHARES |
| $71.1 M0.1% of filing | 1,105,890 sh | FEWER SHARES |
| $71.0 M0.1% of filing | 14,527,153 sh | MORE SHARES |
| $70.6 M0.1% of filing | 1,064,200 sh | NEW THIS QUARTER |
| $70.5 M0.1% of filing | 1,513,124 sh | NEW THIS QUARTER |
| $70.4 M0.1% of filing | 179,940 sh | MORE SHARES |
SEC issuerSOLSTICE ADVANCED MATLS INC | $70.4 M0.1% of filing | 795,000 sh | MORE SHARES |