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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 30 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SBRA SABRA HEALTH CARE REIT INC Real Estate 932,058.0 $17.9M 0.01% +276K +42.0% $19.23 +9.5%
582 HR HEALTHCARE RLTY TR Real Estate 1,054,779.0 $17.9M 0.01% +680K +181.5% $16.99 +19.8%
583 H HYATT HOTELS CORP Consumer Cyclical 124,567.0 $17.9M 0.01% +109K +712.6% $143.79 +22.1%
584 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 1,594,055.0 $17.6M 0.01% +56K +3.6% $11.07 -23.3%
585 MTH MERITAGE HOMES CORP Consumer Cyclical 285,336.0 $17.6M 0.01% +117K +69.6% $61.84 +3.3%
586 IHI ISHARES TR 329,189.0 $17.6M 0.01% +292K +787.3% $53.35 -5.3%
587 PUT FLUTTER ENTMT PLC 171,100.0 $17.4M 0.01% +157K +1104.9% $101.95
588 WAFD WAFD INC Financial Services 551,847.0 $17.3M 0.01% +194K +54.2% $31.40 +12.9%
589 PRTA PROTHENA CORP PLC Healthcare 1,763,347.0 $17.1M 0.01% +82K +4.9% $9.72 -3.8%
590 TRP TC ENERGY CORP Energy 272,929.0 $17.1M 0.01% +90K +49.1% $62.60 +12.0%
591 OLN OLIN CORP Basic Materials 573,992.0 $17.1M 0.01% +345K +151.1% $29.73 -12.5%
592 EHAB ENHABIT INC Healthcare 1,210,064.0 $17.0M 0.01% +269K +28.6% $14.09 -2.1%
593 UMC UNITED MICROELECTRONICS CORP Technology 1,891,608.0 $17.0M 0.01% +1.0M +117.4% $8.98 +95.5%
594 TRMD TORM PLC Energy 602,893.0 $16.8M 0.01% +499K +478.4% $27.90 +17.2%
595 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 82,000.0 $16.6M 0.01% +36K +80.2% $202.92 -12.4%
596 NOK NOKIA CORP Technology 2,062,265.0 $16.6M 0.01% +849K +70.0% $8.04 +76.4%
597 HERTZ CORP 16,853,198.0 $16.5M 0.01% +648K +4.0% $0.98
598 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 278,200.0 $16.3M 0.01% +104K +60.0% $58.47 +12.4%
599 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 754,900.0 $16.2M 0.01% +609K +417.8% $21.48 -7.4%
600 OEC ORION S.A. Basic Materials 2,476,793.0 $16.1M 0.01% +111K +4.7% $6.50 +4.0%
Page 30 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%