Run2 13f fund search

Overview

A critical first step in analyzing 13F data is identifying a fund manager's unique ACCESSION_NUMBER. Since names can be slightly misspelled or appended with corporate entities (like "LLC", "LP"), searching requires flexibility.

Usage Patterns

Fast Search with grep

The fastest and most reliable way to find the accession number is often via the command line using grep -i (case-insensitive search).

# Search for Renaissance Technologies in Q3 2025
grep -i "renaissance technologies" /root/2025-q3/COVERPAGE.tsv

Programmatic Search with pandas

When writing a script, use pandas with .str.contains rather than exact matching.

import pandas as pd

quarter = "2025-q3"
keywords = "BERKSHIRE HATHAWAY"

# Use dtype=str to avoid dropping leading zeros in IDs and to handle missing values cleanly
df = pd.read_csv(f"/root/{quarter}/COVERPAGE.tsv", sep="\t", dtype=str)

# Filter out amendments if you only want the original or final holdings report
df = df[df["REPORTTYPE"].str.contains("HOLDINGS REPORT", na=False)]

matches = df[df["FILINGMANAGER_NAME"].str.contains(keywords, case=False, na=False)]
print(matches[["ACCESSION_NUMBER", "FILINGMANAGER_NAME"]])