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.
15 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 40 new positions, 73 positions with more shares reported, 101 positions with fewer shares reported, and 46 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 issuerSLIDE INS HLDGS INC | $2.2 M0.0% of filing | 115,210 sh | MORE SHARES |
SEC issuerBLUELINX HLDGS INC | $2.1 M0.0% of filing | 33,500 sh |
| FEWER SHARES |
SEC issuerKENON HLDGS LTD | $2.0 M0.0% of filing | 29,500 sh | MORE SHARES |
| $2.0 M0.0% of filing | 244,500 sh | FEWER SHARES |
| $1.9 M0.0% of filing | 92,000 sh | MORE SHARES |
SEC issuerALLIANCE LAUNDRY HLDGS INC | $1.8 M0.0% of filing | 66,700 sh | FEWER SHARES |
| $1.8 M0.0% of filing | 21,800 sh | FEWER SHARES |
SEC issuerDRIVEN BRANDS HLDGS INC | $1.7 M0.0% of filing | 125,100 sh | NEW THIS QUARTER |
| $1.6 M0.0% of filing | 22,700 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 42,100 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 298,500 sh | MORE SHARES |
SEC issuerCANADA GOOSE HLDGS INC | $1.6 M0.0% of filing | 163,046 sh | NEW THIS QUARTER |
| $1.5 M0.0% of filing | 292,900 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 17,654 sh | NEW THIS QUARTER |
SEC issuerAIRO GROUP HLDGS INC | $1.5 M0.0% of filing | 201,091 sh | NEW THIS QUARTER |
SEC issuerNI HLDGS INC | $1.5 M0.0% of filing | 92,991 sh | MORE SHARES |
SEC issuerBOWHEAD SPECIALTY HLDGS INC | $1.4 M0.0% of filing | 48,100 sh | FEWER SHARES |
SEC issuerJERASH HLDGS US INC | $1.4 M0.0% of filing | 298,282 sh | MORE SHARES |
SEC issuerFRP HLDGS INC | $1.3 M0.0% of filing | 52,000 sh | FEWER SHARES |
SEC issuerALX ONCOLOGY HLDGS INC | $1.2 M0.0% of filing | 603,797 sh | FEWER SHARES |
| $1.1 M0.0% of filing | 142,901 sh | MORE SHARES |
| $1.1 M0.0% of filing | 182,714 sh | MORE SHARES |
| $1.1 M0.0% of filing | 181,159 sh | MORE SHARES |
SEC issuerNOAH HLDGS LTD | $1.0 M0.0% of filing | 104,255 sh | MORE SHARES |
SEC issuerCORBUS PHARMACEUTICALS HLDGS | $1.0 M0.0% of filing | 110,822 sh | FEWER SHARES |