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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $166.3B AUM 5,804 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 711 New 1370 Added 1926 Reduced 799 Exited
Page 21 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 INDA ISHARES TR 772,230.0 $35.9M 0.02% +692K +863.6% $46.51 +2.9%
402 LULU LULULEMON ATHLETICA INC Consumer Cyclical 233,988.0 $35.8M 0.02% +51K +28.1% $153.10 -22.2%
403 ARCC ARES CAPITAL CORP Financial Services 1,987,725.0 $35.8M 0.02% +1.4M +215.4% $18.02 +3.9%
404 CABO CABLE ONE INC Communication Services 392,351.0 $35.8M 0.02% +95K +31.8% $91.21 -46.5%
405 PAGP PLAINS GP HLDGS L P Energy 1,468,981.0 $35.7M 0.02% +1.4M +6124.5% $24.28 +1.2%
406 NGG NATIONAL GRID PLC Utilities 419,866.0 $35.5M 0.02% +107K +34.1% $84.60 -4.7%
407 WPC WP CAREY INC Real Estate 518,754.0 $35.3M 0.02% +514K +10000.0% $67.96 +7.3%
408 POWL CALL POWELL INDS INC Industrials 65,100.0 $35.2M 0.02% +1K +1.9% $541.08 -45.9%
409 SCI SERVICE CORP INTL Consumer Cyclical 425,680.0 $35.1M 0.02% +181K +73.7% $82.51 -5.8%
410 OTTR OTTER TAIL CORP Utilities 399,426.0 $35.1M 0.02% +151K +60.9% $87.77 +0.0%
411 GIB CGI INC Technology 476,801.0 $34.8M 0.02% +198K +70.7% $73.09 -13.7%
412 ARMOUR RESIDENTIAL REIT INC 2,085,529.0 $34.8M 0.02% +703K +50.8% $16.68
413 SO SOUTHERN CO Utilities 359,500.0 $34.7M 0.02% +29K +8.8% $96.52 -4.1%
414 ENPHASE ENERGY INC 38,785,000.0 $34.7M 0.02% +10.0M +34.7% $0.89
415 VTR VENTAS INC Real Estate 423,454.0 $34.6M 0.02% +43K +11.4% $81.78 +6.9%
416 LITHIUM AMERS CORP NEW 8,710,308.0 $34.5M 0.02% +6.4M +283.7% $3.96
417 IDCC INTERDIGITAL INC Technology 113,300.0 $34.2M 0.02% +95K +514.6% $302.00 -13.8%
418 UAA UNDER ARMOUR INC Consumer Cyclical 5,752,670.0 $34.0M 0.02% +1.2M +27.3% $5.91 -13.4%
419 CCJ PUT CAMECO CORP Energy 312,900.0 $34.0M 0.02% +151K +93.0% $108.62 -3.2%
420 GBX GREENBRIER COS INC Industrials 639,913.0 $33.7M 0.02% +88K +16.0% $52.65 -9.5%
Page 21 of 69  ·  1,370 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Consumer Cyclical 12.8%
Healthcare 12.4%
Financial Services 12.1%
Industrials 11.1%
Communication Services 7.1%
Basic Materials 4.9%
Energy 4.9%
Consumer Defensive 4.8%
Real Estate 2.1%