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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 35 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RACE CALL FERRARI N V Consumer Cyclical 35,800.0 $12.1M 0.01% +9K +34.6% $338.45 +1.0%
682 RXST RXSIGHT INC Healthcare 1,959,732.0 $12.1M 0.01% +76K +4.0% $6.16 +0.0%
683 GBDC GOLUB CAP BDC INC Financial Services 953,212.0 $12.1M 0.01% +666K +231.7% $12.66 +2.4%
684 RIGL RIGEL PHARMACEUTICALS INC Healthcare 445,678.0 $12.1M 0.01% +21K +5.0% $27.04 +6.6%
685 ARHS ARHAUS INC Consumer Cyclical 1,776,073.0 $12.0M 0.01% +376K +26.9% $6.78 -5.8%
686 SNAP PUT SNAP INC Communication Services 2,601,700.0 $12.0M 0.01% +1.5M +142.0% $4.60 +22.3%
687 ROMAN DBDR ACQUISITION CORP 1,137,788.0 $11.9M 0.01% +46K +4.2% $10.47
688 MHO M/I HOMES INC Consumer Cyclical 96,971.0 $11.9M 0.01% +60K +161.3% $122.45 +5.3%
689 PATHWARD FINANCIAL INC 132,407.0 $11.8M 0.01% +20K +17.9% $89.23
690 DIEBOLD NIXDORF INC 155,900.0 $11.8M 0.01% +5K +3.1% $75.44
691 LPX LOUISIANA PAC CORP Basic Materials 161,468.0 $11.7M 0.01% +30K +22.7% $72.75 -3.6%
692 STRA STRATEGIC ED INC Consumer Defensive 141,553.0 $11.7M 0.01% +91K +181.9% $82.96 -3.6%
693 POR PORTLAND GEN ELEC CO Utilities 222,093.0 $11.7M 0.01% +136K +157.6% $52.77 -5.8%
694 IDT IDT CORP Communication Services 238,338.0 $11.7M 0.01% +4K +1.6% $49.10 +7.3%
695 FSLR FIRST SOLAR INC Energy 59,176.0 $11.7M 0.01% +18K +42.3% $197.26 +26.2%
696 IE IVANHOE ELECTRIC INC Technology 985,722.0 $11.7M 0.01% +492K +99.5% $11.82 +3.7%
697 NWE NORTHWESTERN ENERGY GROUP IN Utilities 176,557.0 $11.6M 0.01% +162K +1096.9% $65.94 +8.9%
698 BOX BOX INC Technology 492,320.0 $11.6M 0.01% +187K +61.0% $23.64 +7.4%
699 KALU KAISER ALUMINIUM CORPORATION Basic Materials 95,982.0 $11.6M 0.01% +33K +52.4% $120.51 +40.6%
700 BANR BANNER CORP Financial Services 190,591.0 $11.6M 0.01% +141K +281.2% $60.68 +6.5%
Page 35 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%