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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 29 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 96,408.0 $18.8M 0.01% +48K +100.8% $195.41 -5.1%
562 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 125,889.0 $18.8M 0.01% +54K +74.2% $149.52 +8.2%
563 CVBF CVB FINL CORP Financial Services 969,274.0 $18.8M 0.01% +829K +591.2% $19.39 +4.8%
564 BMY BRISTOL-MYERS SQUIBB CO Healthcare 309,838.0 $18.8M 0.01% +10K +3.3% $60.65 -1.8%
565 NVR NVR INC Consumer Cyclical 2,850.0 $18.8M 0.01% +2K +299.2% $6589.83 -8.2%
566 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 194,400.0 $18.8M 0.01% +187K +2492.0% $96.47 +2.3%
567 UHS UNIVERSAL HLTH SVCS INC Healthcare 104,687.0 $18.7M 0.01% +69K +189.9% $178.97 -8.2%
568 GCT GIGACLOUD TECHNOLOGY INC Technology 411,869.0 $18.7M 0.01% +26K +6.7% $45.38 -15.1%
569 MADISON SQUARE GARDEN ENTMT 316,990.0 $18.7M 0.01% +126K +66.3% $58.91
570 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 239,170.0 $18.7M 0.01% +112K +87.7% $78.03 -2.2%
571 INTR INTER & CO INC Financial Services 2,341,067.0 $18.6M 0.01% +1.8M +309.8% $7.96 -19.6%
572 DLTR DOLLAR TREE INC Consumer Defensive 169,700.0 $18.6M 0.01% +85K +99.8% $109.51 -12.6%
573 TD TORONTO DOMINION BK ONT Financial Services 199,029.0 $18.6M 0.01% +164K +463.0% $93.36 +17.4%
574 NNN NNN REIT INC Real Estate 441,929.0 $18.6M 0.01% +333K +305.8% $42.03 +7.0%
575 KLIC KULICKE & SOFFA INDS INC Technology 281,182.0 $18.5M 0.01% +201K +250.8% $65.72 +53.8%
576 URGN UROGEN PHARMA LTD Healthcare 1,023,159.0 $18.4M 0.01% +61K +6.3% $17.98 +68.1%
577 SKM SK TELECOM CO LTD Communication Services 624,908.0 $18.3M 0.01% +211K +51.1% $29.29 +29.6%
578 CHEF CHEFS WHSE INC Consumer Defensive 304,924.0 $18.1M 0.01% +28K +10.0% $59.45 +31.3%
579 IWO ISHARES TR 57,516.0 $18.0M 0.01% +41K +253.2% $313.81 +17.3%
580 GFL GFL ENVIRONMENTAL INC Industrials 431,608.0 $18.0M 0.01% +208K +93.3% $41.72 -13.8%
Page 29 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%