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.
6 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 6 new positions, 16 positions with more shares reported, 22 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 |
|---|---|---|---|
| $200.6 M0.3% of filing | 504,430 sh | MORE SHARES | |
| $199.0 M0.3% of filing |
| 6,785,600 sh |
| MORE SHARES |
| $68.8 M0.1% of filing | 1,478,180 sh | FEWER SHARES |
| $58.3 M0.1% of filing | 1,085,306 sh | NEW THIS QUARTER |
SEC issuerGAMING & LEISURE P | $54.3 M0.1% of filing | 1,220,130 sh | FEWER SHARES |
| $48.8 M0.1% of filing | 721,000 sh | MORE SHARES |
| $32.1 M0.0% of filing | 242,200 sh | MORE SHARES |
| $30.8 M0.0% of filing | 202,083 sh | FEWER SHARES |
SEC issuerSUMITOMO MITSUI FIN GRP INC | $24.1 M0.0% of filing | 1,023,572 sh | FEWER SHARES |
| $24.1 M0.0% of filing | 1,800,045 sh | FEWER SHARES |
SEC issuerVILLAGE SUPER MKT INC | $18.6 M0.0% of filing | 440,384 sh | FEWER SHARES |
| $17.4 M0.0% of filing | 2,161,661 sh | FEWER SHARES |
SEC issuerGRUPO AEROPORTUARIO DEL SURE | $13.1 M0.0% of filing | 42,702 sh | FEWER SHARES |
SEC issuerNATURES SUNSHINE PRODS INC | $11.5 M0.0% of filing | 527,568 sh | FEWER SHARES |
| $9.8 M0.0% of filing | 340,400 sh | MORE SHARES |
| $9.0 M0.0% of filing | 2,014,903 sh | FEWER SHARES |
SEC issuerINNOVATIVE SOLUTIONS & SUPPO | $8.8 M0.0% of filing | 490,155 sh | MORE SHARES |
| $8.5 M0.0% of filing | 74,100 sh | NEW THIS QUARTER |
SEC issuerSUNSTONE HOTEL INVS INC NEW | $8.4 M0.0% of filing | 736,096 sh | MORE SHARES |
| $7.1 M0.0% of filing | 91,035 sh | NEW THIS QUARTER |
| $5.3 M0.0% of filing | 678,300 sh | FEWER SHARES |
SEC issuerINTL GNRL INSURANCE HLDNGS L | $3.6 M0.0% of filing | 137,700 sh | MORE SHARES |
SEC issuerREYNOLDS CONSUMER PRODS INC | $3.4 M0.0% of filing | 127,500 sh | MORE SHARES |
SEC issuerHERITAGE INSURANCE HLDGS INC | $3.4 M0.0% of filing | 128,630 sh | FEWER SHARES |
SEC issuerCONSUMER PORTFOLIO SVCS INC | $3.3 M0.0% of filing | 339,958 sh | FEWER SHARES |