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.
12 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 5 new positions, 8 positions with more shares reported, 5 positions with fewer shares reported, and 4 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 |
|---|---|---|---|
| $53.8 M0.2% of filing | 665,558 sh | MORE SHARES | |
| $11.4 M0.0% of filing |
| 28,435 sh |
| MORE SHARES |
| $9.3 M0.0% of filing | 18,697 sh | FEWER SHARES |
| $8.6 M0.0% of filing | 44,165 sh | NEW THIS QUARTER |
SEC issuerRESTAURANT BRANDS INTL INC | $6.8 M0.0% of filing | 93,449 sh | FEWER SHARES |
SEC issuerBAUSCH HEALTH COS INC | $4.3 M0.0% of filing | 866,285 sh | MORE SHARES |
| $3.5 M0.0% of filing | 11,914 sh | MORE SHARES |
| $3.2 M0.0% of filing | 17,265 sh | MORE SHARES |
SEC issuerLAUDER ESTEE COS INC | $2.9 M0.0% of filing | 36,502 sh | MORE SHARES |
| $2.9 M0.0% of filing | 897 sh | MORE SHARES |
SEC issuerAUTOMATIC DATA PROCESSING IN | $2.6 M0.0% of filing | 11,601 sh | NEW THIS QUARTER |
SEC issuerOREILLY AUTOMOTIVE INC | $1.9 M0.0% of filing | 21,026 sh | FEWER SHARES |
| $1.7 M0.0% of filing | 14,455 sh | NEW THIS QUARTER |
| $1.4 M0.0% of filing | 6,765 sh | FEWER SHARES |
SEC issuerGERDAU SA | $1.1 M0.0% of filing | 271,680 sh | MORE SHARES |
SEC issuerCOMMVAULT SYS INC | $797,6560.0% of filing | 5,628 sh | NEW THIS QUARTER |
| $462,6060.0% of filing | 3,310 sh | NEW THIS QUARTER |
| $247,9740.0% of filing | 3,351 sh | FEWER SHARES |