holdings-comparison

holdings-comparison is a skill for Claude Code, Codex from cxcscmu/SkillLearnBench. It costs 31 tokens per session (850 once invoked), scanned A, original, MIT.

A data-analysis workflow for comparing a fund’s investments in two different quarters. It finds which positions grew or shrank by value or number of shares.

In plain words
What is it for?
Use it to compare filings, match a fund by its filing identifier, and report increases or decreases in holdings.
Why use it?
It removes the manual work of matching two quarterly holdings reports and calculating the changes between them.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/cxcscmu/skilllearnbench/holdings-comparison
Any agent
npx skills add cxcscmu/SkillLearnBench --skill holdings-comparison
Clone the repo
git clone --depth 1 https://github.com/cxcscmu/SkillLearnBench

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for holdings-comparison

README.md
[![agentmods](https://agentmods.dev/badge/skills/cxcscmu/skilllearnbench/holdings-comparison.svg)](https://agentmods.dev/skills/cxcscmu/skilllearnbench/holdings-comparison)
Your own site
<a href="https://agentmods.dev/skills/cxcscmu/skilllearnbench/holdings-comparison"><img src="https://agentmods.dev/badge/skills/cxcscmu/skilllearnbench/holdings-comparison.svg" alt="Measured on agentmods" height="20"></a>
Per session 31 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 850 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00031 $0.00850
Opus 5 $0.00015 $0.00425
Sonnet 5 $0.00006 $0.00170
Haiku 4.5 $0.00003 $0.00085

Measured 2d ago against content hash 2af20bd40bca, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

holdings-comparison scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/b1-one-shot-claude-sonnet-4-6/financial-analysis/holdings-comparison/SKILL.md · 69 lines

How it starts

The opening of the file, as written. The whole thing — 69 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Holdings Comparison Skill

Overview

To compare holdings across quarters, load INFOTABLE for both quarters, filter by accession number, then compute the difference in VALUE or SSHPRNAMT.

Step-by-step

1. Get accession numbers for both quarters

import pandas as pd

q2_cover = pd.read_csv("/root/2025-q2/COVERPAGE.tsv", sep="\t", dtype=str)
q3_cover = pd.read_csv("/root/2025-q3/COVERPAGE.tsv", sep="\t", dtype=str)

q2_acc = q2_cover[q2_cover["FILINGMANAGER_NAME"].str.contains("berkshire", case=False, na=False)]["ACCESSION_NUMBER"].iloc[0]
q3_acc = q3_cover[q3_cover["FILINGMANAGER_NAME"].str.contains("berkshire", case=False, na=False)]["ACCESSION_NUMBER"].iloc[0]

2. Load holdings for both quarters

q2_info = pd.read_csv("/root/2025-q2/INFOTABLE.tsv", sep="\t", dtype=str)
q3_info = pd.read_csv("/root/2025-q3/INFOTABLE.tsv", sep="\t", dtype=str)

q2_holdings = q2_info[q2_info["ACCESSION_NUMBER"] == q2_acc].copy()
q3_holdings = q3_info[q3_info["ACCESSION_NUMBER"] == q3_acc].copy()

q2_holdings["VALUE"] = pd.to_numeric(q2_holdings["VALUE"], errors="coerce").fillna(0)
q3_holdings["VALUE"] = pd.to_numeric(q3_holdings["VALUE"], errors="coerce").fillna(0)

3. Merge and compute changes

# Aggregate by CUSIP (a fund may have multiple entries per stock for different share types)
q2_agg = q2_holdings.groupby("CUSIP")["VALUE"].sum().reset_index().rename(columns={"VALUE": "VALUE_Q2"})
q3_agg = q3_holdings.groupby("CUSIP")["VALUE"].sum().reset_index().rename(columns={"VALUE": "VALUE_Q3"})

merged = pd.merge(q2_agg, q3_agg, on="CUSIP", how="outer").fillna(0)
merged["CHANGE"] = merged["VALUE_Q3"] - merged["VALUE_Q2"]

# Top 5 increased positions
top5 = merged.sort_values("CHANGE", ascending=False).head(5)
print(top5[["CUSIP", "VALUE_Q2", "VALUE_Q3", "CHANGE"]])

4. Find top investors in a specific stock

# Find all funds holding a specific CUSIP in Q3
palantir_cusip = "69608A108"  # example
holders = q3_info[q3_info["CUSIP"] == palantir_cusip].copy()
holders["VALUE"] = pd.to_numeric(holders["VALUE"], errors="coerce").fillna(0)

# Aggregate by accession number and merge with fund names
holders_agg = holders.groupby("ACCESSION_NUMBER")["VALUE"].sum().reset_index()
holders_with_names = holders_agg.merge(q3_cover[["ACCESSION_NUMBER", "FILINGMANAGER_NAME"]], on="ACCESSION_NUMBER")
top3 = holders_with_names.sort_values("VALUE", ascending=False).head(3)
print(top3[["FILINGMANAGER_NAME", "VALUE"]])

Read the full file on GitHub · 69 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 69 lines · 31 tokens per session scan A 2af20bd40bca

Subscribe to this mod's changes

holdings-comparison is a skill published in the GitHub repository cxcscmu/SkillLearnBench (83 stars, last pushed 1mo ago), licensed MIT. It adds 31 tokens to every session and 850 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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