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.
10 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 4 new positions, 12 positions with more shares reported, 16 positions with fewer shares reported, and 3 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 |
|---|---|---|---|
| $1.02 B1.4% of filing | 7,321,928 sh | FEWER SHARES | |
| $113.6 M0.2% of filing |
| 2,565,950 sh |
| FEWER SHARES |
| $72.0 M0.1% of filing | 357,000 sh | FEWER SHARES |
| $68.5 M0.1% of filing | 8,072,842 sh | FEWER SHARES |
SEC issuerTELEKOMUNIKASI IND | $47.9 M0.1% of filing | 3,563,314 sh | FEWER SHARES |
SEC issuerTELEFONAKTIEBOLAGET LM ERICS | $45.5 M0.1% of filing | 4,077,200 sh | FEWER SHARES |
| $33.9 M0.0% of filing | 5,928,908 sh | MORE SHARES |
| $23.7 M0.0% of filing | 1,400,004 sh | NEW THIS QUARTER |
| $16.6 M0.0% of filing | 1,162,252 sh | MORE SHARES |
SEC issuerTELEFONICA BRASIL SA | $15.9 M0.0% of filing | 1,209,653 sh | FEWER SHARES |
SEC issuerINTERCONTINENTAL HOTELS GROU | $15.6 M0.0% of filing | 89,900 sh | MORE SHARES |
SEC issuerEMBOTELLADORA ANDINA S A | $12.4 M0.0% of filing | 424,976 sh | FEWER SHARES |
SEC issuerSTELLAR BANCORP INC | $11.1 M0.0% of filing | 282,786 sh | MORE SHARES |
| $9.7 M0.0% of filing | 301,775 sh | MORE SHARES |
SEC issuerTELEFLEX INCORPORATED | $9.6 M0.0% of filing | 75,700 sh | MORE SHARES |
SEC issuerSUNSTONE HOTEL INVS INC NEW | $8.4 M0.0% of filing | 736,096 sh | MORE SHARES |
| $6.0 M0.0% of filing | 453,046 sh | FEWER SHARES |
| $5.9 M0.0% of filing | 247,313 sh | FEWER SHARES |
SEC issuerTELOS CORP MD | $4.2 M0.0% of filing | 906,929 sh | FEWER SHARES |
SEC issuerEMBOTELLADORA ANDINA S A | $1.6 M0.0% of filing | 76,600 sh | FEWER SHARES |
| $1.5 M0.0% of filing | 706,500 sh | FEWER SHARES |
SEC issuerPEBBLEBROOK HOTEL TR | $1.4 M0.0% of filing | 72,800 sh | NEW THIS QUARTER |
SEC issuerINTELLICHECK MOBILISA INC | $1.2 M0.0% of filing | 300,100 sh | FEWER SHARES |
SEC issuerSHENANDOAH TELECOMMUNICATION | $723,8400.0% of filing | 48,000 sh | FEWER SHARES |
SEC issuerCOMTECH TELECOMMUNICATIONS C | $698,2500.0% of filing | 332,500 sh | MORE SHARES |