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.
11 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 5 new positions, 18 positions with more shares reported, 19 positions with fewer shares reported, and 11 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 |
|---|---|---|---|
| $564.2 M0.8% of filing | 672,194 sh | FEWER SHARES | |
| $343.3 M0.5% of filing |
| 537,473 sh |
| FEWER SHARES |
| $74.1 M0.1% of filing | 153,400 sh | MORE SHARES |
SEC issuerWASTE MGMT INC DEL | $37.1 M0.1% of filing | 166,400 sh | MORE SHARES |
| $36.0 M0.0% of filing | 575,900 sh | MORE SHARES |
SEC issuerLAUDER ESTEE COS INC | $35.5 M0.0% of filing | 449,300 sh | MORE SHARES |
| $30.5 M0.0% of filing | 316,800 sh | FEWER SHARES |
| $24.4 M0.0% of filing | 115,913 sh | NEW THIS QUARTER |
| $20.0 M0.0% of filing | 120,261 sh | FEWER SHARES |
| $18.3 M0.0% of filing | 385,608 sh | MORE SHARES |
| $16.1 M0.0% of filing | 356,350 sh | MORE SHARES |
| $15.4 M0.0% of filing | 1,955,231 sh | FEWER SHARES |
| $14.9 M0.0% of filing | 150,100 sh | FEWER SHARES |
SEC issuerWESTERN NEW ENG BANCORP INC | $13.6 M0.0% of filing | 947,562 sh | FEWER SHARES |
SEC issuerSTELLAR BANCORP INC | $11.1 M0.0% of filing | 282,786 sh | MORE SHARES |
SEC issuerFLEXSTEEL INDS INC | $10.9 M0.0% of filing | 146,955 sh | MORE SHARES |
| $9.1 M0.0% of filing | 880,781 sh | FEWER SHARES |
| $8.8 M0.0% of filing | 213,300 sh | MORE SHARES |
| $6.4 M0.0% of filing | 289,870 sh | FEWER SHARES |
SEC issuerINFUSYSTEM HLDGS INC | $5.2 M0.0% of filing | 543,009 sh | FEWER SHARES |
SEC issuerSTEWART INFORMATION SVCS COR | $5.1 M0.0% of filing | 77,779 sh | FEWER SHARES |
SEC issuerEASTERLY GOVT PPTYS INC | $4.2 M0.0% of filing | 168,766 sh | MORE SHARES |
| $3.7 M0.0% of filing | 131,437 sh | FEWER SHARES |
SEC issuerMASTERCRAFT BOAT HLDGS INC | $3.5 M0.0% of filing | 137,328 sh | MORE SHARES |
SEC issuerFORRESTER RESH INC | $3.5 M0.0% of filing | 418,206 sh | FEWER SHARES |