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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 47 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HLF HERBALIFE LTD Consumer Defensive 331,107.0 $4.9M 0.00% +43K +15.1% $14.72 -13.8%
922 UBS CALL UBS GROUP AG Financial Services 124,000.0 $4.8M 0.00% +44K +55.6% $39.07 +21.0%
923 FRMI FERMI INC Utilities 828,358.0 $4.8M 0.00% +77K +10.2% $5.84 +3.8%
924 OTG ACQUISITION CORP. I 478,952.0 $4.8M 0.00% +229K +91.9% $10.06
925 PAGS PAGSEGURO DIGITAL LTD Technology 479,488.0 $4.8M 0.00% +29K +6.3% $10.02 -7.0%
926 EDIT EDITAS MEDICINE INC Healthcare 1,943,893.0 $4.8M 0.00% +834K +75.2% $2.47 +8.1%
927 MAA MID-AMER APT CMNTYS INC Real Estate 39,219.0 $4.8M 0.00% +27K +213.5% $122.12 +6.5%
928 VET CALL VERMILION ENERGY INC Energy 345,000.0 $4.8M 0.00% +75K +27.8% $13.78 -8.5%
929 OWL PUT BLUE OWL CAPITAL INC Financial Services 519,000.0 $4.7M 0.00% +303K +140.7% $9.13 +11.7%
930 LQDT LIQUIDITY SVCS INC Consumer Cyclical 154,955.0 $4.7M 0.00% +23K +17.7% $30.57 +11.9%
931 MET METLIFE INC Financial Services 66,786.0 $4.7M 0.00% +36K +113.9% $70.72 +19.2%
932 WMK WEIS MKTS INC Consumer Defensive 68,943.0 $4.7M 0.00% +11K +19.4% $68.39 +5.4%
933 LAUR LAUREATE ED INC Consumer Defensive 135,128.0 $4.7M 0.00% +52K +61.7% $34.84 -5.4%
934 AVAV PUT AEROVIRONMENT INC Industrials 25,500.0 $4.7M 0.00% +22K +650.0% $183.05 -10.9%
935 IDA IDACORP INC Utilities 32,627.0 $4.7M 0.00% +27K +500.6% $142.97 -1.0%
936 HUN PUT HUNTSMAN CORP Basic Materials 350,400.0 $4.7M 0.00% +26K +7.9% $13.31 +8.0%
937 AI PUT C3 AI INC Technology 545,000.0 $4.6M 0.00% +402K +280.3% $8.42 +10.8%
938 SLI STANDARD LITHIUM LTD Basic Materials 1,337,581.0 $4.6M 0.00% +513K +62.2% $3.41 +5.9%
939 NVS PUT NOVARTIS AG Healthcare 29,800.0 $4.6M 0.00% +12K +63.7% $152.75 -0.6%
940 PENN PUT PENN ENTERTAINMENT INC Consumer Cyclical 301,200.0 $4.5M 0.00% +207K +219.1% $15.03 +11.1%
Page 47 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%