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When the value investors file their 13Fs

Q3 2026 13Fs are due by Mon 16 Nov. 11 of 85 managers have filed so far. Most of the rest file in the last two working days: about 59 of the 74 still to come, going by each manager’s last eight quarters.

Who’s expected when

DayExpectedUsually files that day
Wed 4 Novtodayabout 4Any of those running late (below)
Thu 5 Novabout 1Cantillon Capital Management
Fri 6 Novabout 1–
Mon 9 Novabout 3Jensen Investment Management, Sound Shore Management
Tue 10 Novabout 2First Eagle Investment Management, Davis Selected Advisers, Abrams Capital Management, Vulcan Value Partners
Thu 12 Novabout 5Polen Capital Management, Gardner Russo & Quinn, Weitz Investment Management, Tweedy, Browne, Muhlenkamp & Company
Fri 13 Novabout 13Dodge & Cox, Causeway Capital Management, Horizon Kinetics, First Pacific Advisors (FPA), Baupost Group, Akre Capital Management, AKO Capital, Patient Capital Management, Giverny Capital, Triple Frond Partners, Third Avenue Management, Dalal Street (Mohnish Pabrai) and 2 more
Mon 16 Novdeadlineabout 46Berkshire Hathaway, Harris Associates (Oakmark), TCI Fund Management, Viking Global Investors, Gates Foundation Trust, Tiger Global Management, Pershing Square, H&H International (Duan Yongping), Lone Pine Capital, Fundsmith, Maverick Capital, Mairs & Power and 34 more

“Expected” spreads each manager over the days it filed on in its last eight quarters, counted in working days before the deadline, so it isn’t a whole number. A manager is listed on the day it most often files. The US federal holidays (EDGAR doesn’t take filings on them) and weekends are left out.

Later than usual

Aquamarine Capital (Guy Spier): it has filed earlier than this in every one of its last eight quarters, but hasn’t yet.

Q3 2026 so far, against recent quarters

0%25%50%75%100%35d28d21d14d7ddeadlineQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026

Share of the managers on moatshark that had filed, by calendar days before each quarter’s deadline. In a typical quarter about half file on deadline day itself.

Filed for Q3 2026

Each manager’s habit

When each manager usually files its 13F
Greenhaven Associates27 working days early7–31Filed Mon 26 Oct
Daily Journal Corp22 working days early0–26Filed Mon 2 Nov
Aquamarine Capital (Guy Spier)20 working days early15–25Any day (late)
Matrix Asset Advisors17 working days early14–23Filed Tue 13 Oct
RV Capital11 working days early0–27Any day
Markel Group9 working days early5–10Filed Fri 30 Oct
Yacktman Asset Management9 working days early3–12Filed Mon 2 Nov
Torray Investment Partners7 working days early5–16Filed Fri 30 Oct
Cantillon Capital Management6 working days early3–12Expected Thu 5 Nov
Pzena Investment Management5 working days early3–15Filed Fri 30 Oct
Jensen Investment Management4 working days early3–8Expected Mon 9 Nov
Lindsell Train4 working days early0–22Filed Mon 2 Nov
Sound Shore Management4 working days early2–7Expected Mon 9 Nov
Troy Asset Management4 working days early0–10Filed Wed 28 Oct
Abrams Capital Management3 working days early1–5Expected Tue 10 Nov
Davis Selected Advisers3 working days early2–10Expected Tue 10 Nov
Egerton Capital3 working days early2–18Filed Tue 20 Oct
First Eagle Investment Management3 working days early2–8Expected Tue 10 Nov
Vulcan Value Partners3 working days early0–5Expected Tue 10 Nov
Gardner Russo & Quinn2 working days early1–2Expected Thu 12 Nov
Muhlenkamp & Company2 working days early0–15Expected Thu 12 Nov
Polen Capital Management2 working days early1–8Expected Thu 12 Nov
Smead Capital Management2 working days early0–5Filed Fri 16 Oct
Tweedy, Browne2 working days early0–12Expected Thu 12 Nov
Weitz Investment Management2 working days early1–4Expected Thu 12 Nov
AKO Capital1 working day early0–2Expected Fri 13 Nov
Akre Capital Management1 working day early0–2Expected Fri 13 Nov
Baupost Group1 working day earlyAlwaysExpected Fri 13 Nov
Causeway Capital Management1 working day earlyAlwaysExpected Fri 13 Nov
Chou Associates1 working day early0–3Expected Fri 13 Nov
Dalal Street (Mohnish Pabrai)1 working day earlyAlwaysExpected Fri 13 Nov
Dodge & Cox1 working day earlyAlwaysExpected Fri 13 Nov
First Pacific Advisors (FPA)1 working day early0–9Expected Fri 13 Nov
Giverny Capital1 working day early0–2Expected Fri 13 Nov
Horizon Kinetics1 working day early0–4Expected Fri 13 Nov
Patient Capital Management1 working day early0–10Expected Fri 13 Nov
ShawSpring Partners1 working day early0–1Expected Fri 13 Nov
Third Avenue Management1 working day early0–2Expected Fri 13 Nov
Triple Frond Partners1 working day early0–3Expected Fri 13 Nov
Abrams Bison InvestmentsDeadline dayAlwaysExpected Mon 16 Nov
AltaRock PartnersDeadline day0–1Expected Mon 16 Nov
AppaloosaDeadline day0–4Expected Mon 16 Nov
Ariel InvestmentsDeadline day0–1Expected Mon 16 Nov
Atlantic Investment ManagementDeadline dayAlwaysExpected Mon 16 Nov
Berkshire HathawayDeadline dayAlwaysExpected Mon 16 Nov
Biglari CapitalDeadline dayAlwaysExpected Mon 16 Nov
Brave Warrior AdvisorsDeadline dayAlwaysExpected Mon 16 Nov
Carl IcahnDeadline dayAlwaysExpected Mon 16 Nov
CAS Investment PartnersDeadline dayAlwaysExpected Mon 16 Nov
Century ManagementDeadline dayAlwaysExpected Mon 16 Nov
Conifer ManagementDeadline day0–1Expected Mon 16 Nov
Dorsey Asset ManagementDeadline dayAlwaysExpected Mon 16 Nov
Durable Capital PartnersDeadline dayAlwaysExpected Mon 16 Nov
Engaged CapitalDeadline dayAlwaysExpected Mon 16 Nov
Fairfax Financial HoldingsDeadline dayAlwaysExpected Mon 16 Nov
Fairholme Capital ManagementDeadline dayAlwaysExpected Mon 16 Nov
FundsmithDeadline dayAlwaysExpected Mon 16 Nov
Gates Foundation TrustDeadline dayAlwaysExpected Mon 16 Nov
Greenlea Lane CapitalDeadline day0–4Expected Mon 16 Nov
Greenlight CapitalDeadline dayAlwaysExpected Mon 16 Nov
H&H International (Duan Yongping)Deadline dayAlwaysExpected Mon 16 Nov
Harris Associates (Oakmark)Deadline dayAlwaysExpected Mon 16 Nov
Hillman Capital ManagementDeadline dayAlwaysExpected Mon 16 Nov
Himalaya CapitalDeadline day0–2Expected Mon 16 Nov
Kahn BrothersDeadline day0–5Expected Mon 16 Nov
Lone Pine CapitalDeadline dayAlwaysExpected Mon 16 Nov
Mairs & PowerDeadline day0–1Expected Mon 16 Nov
Maverick CapitalDeadline day0–1Expected Mon 16 Nov
Miller Value PartnersDeadline dayAlwaysExpected Mon 16 Nov
Oakcliff CapitalDeadline day0–1Expected Mon 16 Nov
Oaktree Capital ManagementDeadline day0–2Expected Mon 16 Nov
Omega Family Office (Leon Cooperman)Deadline dayAlwaysExpected Mon 16 Nov
Pershing SquareDeadline dayAlwaysExpected Mon 16 Nov
Punch Card ManagementDeadline dayAlwaysExpected Mon 16 Nov
Ruane, Cunniff & Goldfarb (Sequoia)Deadline day0–1Expected Mon 16 Nov
Semper AugustusDeadline dayAlwaysExpected Mon 16 Nov
Southeastern Asset ManagementDeadline day0–1Expected Mon 16 Nov
TCI Fund ManagementDeadline dayAlwaysExpected Mon 16 Nov
Third PointDeadline dayAlwaysExpected Mon 16 Nov
Tiger Global ManagementDeadline dayAlwaysExpected Mon 16 Nov
Trian Fund ManagementDeadline day0–2Expected Mon 16 Nov
Valley Forge Capital ManagementDeadline dayAlwaysExpected Mon 16 Nov
ValueActDeadline dayAlwaysExpected Mon 16 Nov
Viking Global InvestorsDeadline dayAlwaysExpected Mon 16 Nov
Wedgewood PartnersDeadline dayAlwaysExpected Mon 16 Nov

Working days before the deadline in each manager’s last eight quarters: the usual (median) and the range. 46 of 85 usually file on deadline day.

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