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.
$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 4 new positions, 8 positions with more shares reported, 11 positions with fewer shares reported, and 8 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 |
|---|---|---|---|
| $1.14 B1.6% of filing | 2,023,153 sh | MORE SHARES | |
| $222.0 M0.3% of filing |
| 2,553,692 sh |
| MORE SHARES |
| $127.4 M0.2% of filing | 306,855 sh | FEWER SHARES |
| $97.9 M0.1% of filing | 419,900 sh | FEWER SHARES |
| $25.4 M0.0% of filing | 926,749 sh | NEW THIS QUARTER |
SEC issuerARMSTRONG WORLD INDS INC NEW | $16.3 M0.0% of filing | 101,400 sh | FEWER SHARES |
| $14.6 M0.0% of filing | 520,311 sh | FEWER SHARES |
| $7.9 M0.0% of filing | 1,041,300 sh | FEWER SHARES |
SEC issuerMSC INDL DIRECT INC | $6.3 M0.0% of filing | 52,900 sh | NEW THIS QUARTER |
SEC issuerCOMSTOCK RES INC | $3.6 M0.0% of filing | 238,700 sh | MORE SHARES |
SEC issuerVILLAGE FARMS INTL INC | $3.2 M0.0% of filing | 1,604,766 sh | MORE SHARES |
SEC issuerCOMSTOCK HLDG COS INC | $2.7 M0.0% of filing | 168,279 sh | FEWER SHARES |
| $2.2 M0.0% of filing | 6,010 sh | FEWER SHARES |
SEC issuerWILLIAMS COS INC | $1.9 M0.0% of filing | 25,485 sh | NEW THIS QUARTER |
| $841,4970.0% of filing | 202,283 sh | NEW THIS QUARTER |
| $692,5800.0% of filing | 164,900 sh | MORE SHARES |
SEC issuerFIRST BK WILLIAMSTOWN NEW JE | $623,2100.0% of filing | 35,150 sh | FEWER SHARES |
| $554,3790.0% of filing | 501,700 sh | FEWER SHARES |
| $366,9350.0% of filing | 212,101 sh | MORE SHARES |
| $294,6170.0% of filing | 39,921 sh | FEWER SHARES |
| $252,5490.0% of filing | 364,691 sh | MORE SHARES |
| $227,2000.0% of filing | 56,800 sh | MORE SHARES |
| $226,9950.0% of filing | 636,731 sh | FEWER SHARES |