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.
9 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, 11 positions with more shares reported, 7 positions with fewer shares reported, and 10 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 issuerPETROLEO BRASILEIRO S A | $105.4 M0.4% of filing | 6,524,553 sh | MORE SHARES |
| $48.3 M0.2% of filing |
| 5,691,634 sh |
| MORE SHARES |
| $35.6 M0.1% of filing | 510,527 sh | MORE SHARES |
| $29.0 M0.1% of filing | 82,934 sh | MORE SHARES |
| $16.3 M0.1% of filing | 120,370 sh | MORE SHARES |
SEC issuerPAN AMERN SILVER CORP | $12.4 M0.1% of filing | 277,592 sh | MORE SHARES |
SEC issuerLOUISIANA PAC CORP | $10.7 M0.0% of filing | 136,271 sh | FEWER SHARES |
SEC issuerVERISIGN INC | $9.3 M0.0% of filing | 37,001 sh | MORE SHARES |
SEC issuerSIMPSON MFG INC | $8.1 M0.0% of filing | 38,770 sh | NEW THIS QUARTER |
SEC issuerALLISON TRANSMISSION HLDGS I | $8.0 M0.0% of filing | 71,362 sh | FEWER SHARES |
| $6.7 M0.0% of filing | 8,936 sh | FEWER SHARES |
SEC issuerFEDERAL SIGNAL CORP | $5.8 M0.0% of filing | 45,152 sh | MORE SHARES |
SEC issuerSIRIUSXM HOLDINGS INC | $4.4 M0.0% of filing | 148,290 sh | MORE SHARES |
| $3.9 M0.0% of filing | 369,968 sh | NEW THIS QUARTER |
| $3.4 M0.0% of filing | 27,702 sh | FEWER SHARES |
| $3.4 M0.0% of filing | 198,666 sh | FEWER SHARES |
SEC issuerAUTOMATIC DATA PROCESSING IN | $2.6 M0.0% of filing | 11,601 sh | NEW THIS QUARTER |
SEC issuerNATIONAL VISION HLDGS INC | $2.2 M0.0% of filing | 116,907 sh | MORE SHARES |
| $2.0 M0.0% of filing | 12,308 sh | MORE SHARES |
SEC issuerSILGAN HLDGS INC | $800,3670.0% of filing | 17,253 sh | NEW THIS QUARTER |
SEC issuerCADENCE DESIGN SYSTEM INC | $421,8600.0% of filing | 1,124 sh | FEWER SHARES |
SEC issuerCELSIUS HLDGS INC | $302,9310.0% of filing | 10,346 sh | FEWER SHARES |
SEC issuerRECURSION PHARMACEUTICALS IN | $138,2380.0% of filing | 37,667 sh | NEW THIS QUARTER |