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Hedge Fund Filing Pack

Quarterly 13F filings show what institutional managers held at quarter end and can arrive weeks later. SignalPack makes that lag explicit, compares manager changes, and keeps the sources and investing-lens scores attached.

Latest available quarter 2026-06-30Filings received through 2026-08-146 source filings3 available managersExecution disabled
Managers

Choose whose quarterly filings to compare.

6 results

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Research leadsDHI selected · 6 positionsAll positions

Point-in-time evidence

Why DHI scored this way

Holdings reflect Jun 30, 2026; supporting evidence is limited to information available by Aug 14, 2026. Filing-derived prices are delayed proxies, not market quotes.

Partial evidence

Manager behavior

35.82/76

Manager-behavior conviction

Synchronized entry

37.91th percentile average move magnitude · 37.65th percentile average position strength

13f-conviction-v1 keeps filing behavior separate from company fundamentals.

Berkshire

New position · 0% reported weight

Reentered
Position 29 of 29New position0th percentile move1-quarter positive streak

Duquesne

New position · 0.93% reported weight

Reentered
Position 22 of 86New position75.82th percentile move1-quarter positive streak

Business quality

Point-in-time operating-company metrics derived from official SEC Company Facts.

Annual revenue
$34.3B
SEC Company Facts · Available
Derived with sec-company-facts-derived-v2.
5-year revenue CAGR
11.02%
SEC Company Facts · Available
Derived with sec-company-facts-derived-v2.
Operating margin
Unavailable
No source value · Missing
Required point-in-time fact families are unavailable: operating-income.
Free-cash-flow margin
9.59%
SEC Company Facts · Available
Derived with sec-company-facts-derived-v2.
Return on invested capital
Unavailable
No source value · Missing
Required point-in-time fact families are unavailable: long-term-debt-total-or-components, operating-income.
Net long-term debt / equity
Unavailable
No source value · Missing
Required point-in-time fact families are unavailable: long-term-debt-total-or-components.

Delayed valuation

Quarter-end 13F value/share evidence combined with lagged SEC per-share fundamentals.

Implied quarter-end price
$162.88
13F-derived · Available
Delayed quarter-end price proxy derived from 2 13F value/share observation(s).
Filing-precision range
$162.88
13F-derived · Available
Bounds reflect the reported market-value precision across 2 observation(s).
Delayed P/E
14.08×
13F-derived · Available
Delayed 13F quarter-end price proxy divided by latest point-in-time annual diluted EPS.
Delayed P/B
2.09×
13F-derived · Available
Delayed 13F quarter-end price proxy divided by latest point-in-time annual book value per diluted share.
Graham value proxy
$142.55
13F-derived · Available
Square root of 22.5 times point-in-time annual diluted EPS and book value per diluted share.
Margin of safety
-14.26%
13F-derived · Available
Graham-number proxy less delayed 13F price, divided by the Graham-number proxy.

Availability and quality

Partial evidence

9/12 displayed metrics are available; 3 unavailable or withheld.

3 metric(s) have no valid point-in-time value.

Identity, asset structure, report date, filing units, sanity range, and manager agreement gates passed.

Lineage

4 SEC filing record(s) support the selected manager change set.

15 displayed or supporting fields trace to immutable SEC Company Facts data; unsupported qualitative and market claims are intentionally excluded from this panel.

2 current-position 13F observation(s) support the delayed Jun 30, 2026 price proxy, available after filings through Aug 14, 2026.

Daily adjusted prices, returns, volatility, liquidity, and benchmark comparisons arrive in Checkpoint 3; none are inferred from this delayed filing proxy.