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 121 new positions, 248 positions with more shares reported, 217 positions with fewer shares reported, and 135 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 issuerSCIENCE APPLICATIONS INTL CO | $11.4 M0.0% of filing | 102,973 sh | MORE SHARES |
SEC issuerKULICKE & SOFFA INDS INC | $11.3 M0.0% of filing |
| 84,777 sh |
| MORE SHARES |
SEC issuerCARLISLE COS INC | $10.9 M0.0% of filing | 30,108 sh | MORE SHARES |
SEC issuerLOUISIANA PAC CORP | $10.7 M0.0% of filing | 136,271 sh | FEWER SHARES |
SEC issuerFERGUSON ENTERPRISES INC | $10.6 M0.0% of filing | 44,686 sh | MORE SHARES |
| $10.6 M0.0% of filing | 1,152,000 sh | MORE SHARES |
SEC issuerDYCOM INDS INC | $10.6 M0.0% of filing | 20,897 sh | FEWER SHARES |
| $10.0 M0.0% of filing | 29,582 sh | MORE SHARES |
| $10.0 M0.0% of filing | 4,720,550 sh | NEW THIS QUARTER |
| $9.9 M0.0% of filing | 311,558 sh | FEWER SHARES |
SEC issuerSENSATA TECHNOLOGIES HLDG PL | $9.9 M0.0% of filing | 206,951 sh | MORE SHARES |
| $9.8 M0.0% of filing | 325,788 sh | MORE SHARES |
| $9.8 M0.0% of filing | 334,434 sh | MORE SHARES |
SEC issuerINTERNATIONAL BANCSHARES COR | $9.8 M0.0% of filing | 128,587 sh | FEWER SHARES |
| $9.8 M0.0% of filing | 17,418 sh | NEW THIS QUARTER |
SEC issuerLITTELFUSE INC | $9.7 M0.0% of filing | 21,332 sh | FEWER SHARES |
SEC issuerCASEYS GEN STORES INC | $9.7 M0.0% of filing | 12,192 sh | MORE SHARES |
| $9.6 M0.0% of filing | 134,203 sh | MORE SHARES |
| $9.6 M0.0% of filing | 199,024 sh | MORE SHARES |
| $9.4 M0.0% of filing | 240,967 sh | MORE SHARES |
| $9.3 M0.0% of filing | 722,518 sh | NEW THIS QUARTER |
| $9.3 M0.0% of filing | 34,707 sh | MORE SHARES |
SEC issuerVERISIGN INC | $9.3 M0.0% of filing | 37,001 sh | MORE SHARES |
| $9.1 M0.0% of filing | 124,251 sh | MORE SHARES |
SEC issuerHARMONY BIOSCIENCES HLDGS IN | $9.1 M0.0% of filing | 248,575 sh | FEWER SHARES |