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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 46 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 R RYDER SYS INC Industrials 25,794.0 $5.3M 0.00% +14K +125.0% $204.71 +14.7%
902 VOD VODAFONE GROUP PLC Communication Services 348,230.0 $5.2M 0.00% +118K +51.2% $15.02 +1.5%
903 JELD JELD-WEN HLDG INC Industrials 4,217,193.0 $5.2M 0.00% +38K +0.9% $1.24 +29.0%
904 CSTL CASTLE BIOSCIENCES INC Healthcare 211,966.0 $5.2M 0.00% +52K +32.7% $24.55 -16.3%
905 CC PUT CHEMOURS CO Basic Materials 233,400.0 $5.1M 0.00% +69K +42.3% $22.03 -2.7%
906 GSAT CALL GLOBALSTAR INC Communication Services 77,400.0 $5.1M 0.00% +14K +22.1% $66.42 +24.5%
907 RIG CALL TRANSOCEAN LTD Energy 774,400.0 $5.1M 0.00% +99K +14.7% $6.63 +10.7%
908 HPK HIGHPEAK ENERGY INC Energy 742,658.0 $5.1M 0.00% +561K +309.5% $6.90 +5.8%
909 PR PERMIAN RESOURCES CORP Energy 240,342.0 $5.1M 0.00% +170K +242.3% $21.32 -2.0%
910 CALY CALLAWAY GOLF CO Consumer Cyclical 365,763.0 $5.1M 0.00% +10K +2.7% $13.88 +14.4%
911 GATX GATX CORP Industrials 29,718.0 $5.1M 0.00% +21K +249.8% $170.74 +1.3%
912 ADMA ADMA BIOLOGICS INC Healthcare 560,827.0 $5.1M 0.00% +4K +0.7% $9.01 -6.1%
913 WM WASTE MGMT INC DEL Industrials 21,975.0 $5.0M 0.00% +21K +2110.8% $229.79 -4.4%
914 DSGN DESIGN THERAPEUTICS INC Healthcare 470,270.0 $5.0M 0.00% +31K +7.2% $10.64 +3.5%
915 HUN HUNTSMAN CORP Basic Materials 373,508.0 $5.0M 0.00% +124K +49.7% $13.31 +8.0%
916 RIO RIO TINTO PLC Basic Materials 52,993.0 $4.9M 0.00% +39K +278.2% $93.29 +10.7%
917 APPF APPFOLIO INC Technology 31,183.0 $4.9M 0.00% +25K +431.0% $157.82 +2.9%
918 QUBT QUANTUM COMPUTING INC Technology 718,210.0 $4.9M 0.00% +581K +424.9% $6.85 +39.6%
919 QSR CALL RESTAURANT BRANDS INTL INC Consumer Cyclical 66,100.0 $4.9M 0.00% +20K +44.0% $73.90 +3.6%
920 INSIGHT DIGITAL PARTNERS II 490,195.0 $4.9M 0.00% +240K +96.1% $9.96
Page 46 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%