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 144 new positions, 292 positions with more shares reported, 256 positions with fewer shares reported, and 138 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 issuerRENAISSANCERE HLDGS LTD | $24.0 M0.1% of filing | 75,611 sh | FEWER SHARES |
SEC issuerPORTLAND GEN ELEC CO | $23.9 M0.1% of filing | 461,107 sh |
| MORE SHARES |
| $23.8 M0.1% of filing | 156,413 sh | MORE SHARES |
| $23.8 M0.1% of filing | 71,078 sh | FEWER SHARES |
SEC issuerHEXCEL CORP NEW | $23.6 M0.1% of filing | 236,251 sh | MORE SHARES |
| $23.6 M0.1% of filing | 429,904 sh | MORE SHARES |
| $23.3 M0.1% of filing | 129,642 sh | MORE SHARES |
| $23.1 M0.1% of filing | 883,746 sh | MORE SHARES |
SEC issuerCHUBB LIMITED | $22.8 M0.1% of filing | 67,050 sh | MORE SHARES |
| $22.6 M0.1% of filing | 920,357 sh | FEWER SHARES |
SEC issuerAMERICAN INTL GROUP INC | $22.0 M0.1% of filing | 295,074 sh | MORE SHARES |
SEC issuerAMERICAN ELEC PWR CO INC | $21.8 M0.1% of filing | 159,591 sh | MORE SHARES |
| $21.8 M0.1% of filing | 471,953 sh | NEW THIS QUARTER |
SEC issuerGXO LOGISTICS INCORPORATED | $21.8 M0.1% of filing | 430,309 sh | MORE SHARES |
| $21.8 M0.1% of filing | 400,859 sh | FEWER SHARES |
SEC issuerCENTURY ALUM CO | $21.8 M0.1% of filing | 473,928 sh | FEWER SHARES |
| $21.4 M0.1% of filing | 611,543 sh | FEWER SHARES |
| $20.8 M0.1% of filing | 66,349 sh | MORE SHARES |
| $20.6 M0.1% of filing | 273,253 sh | MORE SHARES |
| $20.6 M0.1% of filing | 243,050 sh | NEW THIS QUARTER |
| $20.6 M0.1% of filing | 924,805 sh | FEWER SHARES |
| $20.6 M0.1% of filing | 96,587 sh | MORE SHARES |
| $20.3 M0.1% of filing | 54,489 sh | MORE SHARES |
| $20.2 M0.1% of filing | 137,724 sh | FEWER SHARES |
SEC issuerBANK OF NY MELLON CORP | $20.2 M0.1% of filing | 139,347 sh | FEWER SHARES |