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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 31 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FICO CALL FAIR ISAAC CORP Technology 15,000.0 $16.0M 0.01% +10K +200.0% $1067.54 +15.0%
602 OMF ONEMAIN HLDGS INC Financial Services 296,806.0 $15.9M 0.01% +280K +1711.2% $53.49 +0.5%
603 CMS CMS ENERGY CORP Utilities 203,828.0 $15.8M 0.01% +104K +104.0% $77.58 -5.1%
604 VET VERMILION ENERGY INC Energy 1,139,234.0 $15.7M 0.01% +836K +275.8% $13.78 -8.5%
605 LGND LIGAND PHARMACEUTICALS INC Healthcare 78,428.0 $15.7M 0.01% +42K +114.6% $199.65 +11.3%
606 LIBERTY GLOBAL LTD 1,292,117.0 $15.6M 0.01% +820K +173.4% $12.09
607 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 48,500.0 $15.6M 0.01% +38K +385.0% $321.40 +9.6%
608 ABEV AMBEV SA Consumer Defensive 5,310,370.0 $15.5M 0.01% +377K +7.7% $2.92 +12.0%
609 EZPW EZCORP INC Financial Services 609,392.0 $15.5M 0.01% +51K +9.1% $25.38 +31.8%
610 INGRAM MICRO HLDG CORP 662,473.0 $15.4M 0.01% +620K +1456.6% $23.31
611 ADTRAN HOLDINGS INC 1,218,969.0 $15.3M 0.01% +20K +1.7% $12.58
612 WHR CALL WHIRLPOOL CORP Consumer Cyclical 282,800.0 $15.2M 0.01% +25K +9.6% $53.92 -23.0%
613 BAC CALL BANK AMERICA CORP Financial Services 311,900.0 $15.2M 0.01% +202K +183.3% $48.75 +5.6%
614 GXO GXO LOGISTICS INCORPORATED Industrials 291,578.0 $15.1M 0.01% +216K +287.9% $51.85 -9.9%
615 VECO VEECO INSTRS INC DEL Technology 445,285.0 $15.1M 0.01% +293K +192.6% $33.86 +67.3%
616 FULT FULTON FINL CORP PA Financial Services 739,000.0 $15.0M 0.01% +406K +121.8% $20.34 +5.2%
617 DORM DORMAN PRODS INC Consumer Cyclical 143,983.0 $15.0M 0.01% +43K +41.9% $104.36 +13.7%
618 RH CALL RH Consumer Cyclical 107,300.0 $15.0M 0.01% +39K +58.0% $139.82 -4.8%
619 ALIT ALIGHT INC Technology 25,569,847.0 $14.9M 0.01% +13.2M +106.4% $0.58 +38.7%
620 TNET TRINET GROUP INC Industrials 407,958.0 $14.9M 0.01% +105K +34.5% $36.43 +17.0%
Page 31 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%