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.
$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 9 new positions, 23 positions with more shares reported, 17 positions with fewer shares reported, and 9 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 |
|---|---|---|---|
| $66.1 M0.1% of filing | 5,024,668 sh | FEWER SHARES | |
SEC issuerATOUR LIFESTYLE HLDGS LTD | $59.9 M0.1% of filing |
| 1,883,024 sh |
| FEWER SHARES |
| $49.4 M0.1% of filing | 157,913 sh | NEW THIS QUARTER |
SEC issuerMANULIFE FINL CORP | $33.6 M0.0% of filing | 828,624 sh | FEWER SHARES |
SEC issuerCAPITOL FED FINL INC | $32.3 M0.0% of filing | 3,798,497 sh | FEWER SHARES |
SEC issuerMARAVAI LIFESCIENCES HLDGS I | $28.7 M0.0% of filing | 4,606,491 sh | MORE SHARES |
SEC issuerSTIFEL FINL CORP | $26.2 M0.0% of filing | 374,823 sh | MORE SHARES |
| $18.3 M0.0% of filing | 385,608 sh | MORE SHARES |
| $18.2 M0.0% of filing | 329,300 sh | MORE SHARES |
| $17.7 M0.0% of filing | 2,810,154 sh | FEWER SHARES |
SEC issuerFEDERAL RLTY INVT TR NEW | $14.0 M0.0% of filing | 113,600 sh | MORE SHARES |
| $13.5 M0.0% of filing | 371,752 sh | MORE SHARES |
| $13.3 M0.0% of filing | 35,944 sh | FEWER SHARES |
| $12.8 M0.0% of filing | 192,100 sh | MORE SHARES |
| $12.5 M0.0% of filing | 194,000 sh | NEW THIS QUARTER |
| $11.3 M0.0% of filing | 377,171 sh | MORE SHARES |
| $11.2 M0.0% of filing | 1,217,900 sh | FEWER SHARES |
SEC issuerSAFETY INS GROUP INC | $10.6 M0.0% of filing | 141,695 sh | MORE SHARES |
SEC issuerFERGUSON ENTERPRISES INC | $10.4 M0.0% of filing | 43,900 sh | MORE SHARES |
| $10.3 M0.0% of filing | 960,010 sh | MORE SHARES |
| $10.1 M0.0% of filing | 568,000 sh | MORE SHARES |
| $9.9 M0.0% of filing | 1,704,520 sh | MORE SHARES |
| $8.4 M0.0% of filing | 2,638,735 sh | FEWER SHARES |
| $7.3 M0.0% of filing | 215,400 sh | FEWER SHARES |
| $7.1 M0.0% of filing | 91,035 sh | NEW THIS QUARTER |