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Question On Safe Harbors As They Apply To Mutual Funds
Mutual funds are required to file holdings with the SEC quarterly. They tend to release their top holdings more frequently, though not necessarily through SEC filings.
Comments
On the website, you'll find the March 31 holdings.
http://www.fpafunds.com/docs/funf-holdings/fpa-crescent-holdings-03-31-18-final.pdf?sfvrsn=2
Somewhere around the end of May (I believe funds have 60 days to file) you'll find the official N-Q for March 31. Here's the March 31, 2017 filing:
https://www.sec.gov/Archives/edgar/data/924727/000110465917036101/a17-8634_1nq.htm