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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 49 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 TUR ISHARES INC 106,150.0 $4.1M 0.00% +78K +271.3% $38.65 +4.6%
962 PENG PENGUIN SOLUTIONS INC Technology 232,911.0 $4.1M 0.00% +119K +103.7% $17.60 +162.9%
963 SIRIUSPOINT LTD 190,092.0 $4.1M 0.00% +9K +4.8% $21.54
964 DINO CALL HF SINCLAIR CORP Energy 64,500.0 $4.0M 0.00% +14K +28.5% $62.39 +15.1%
965 ZTO ZTO EXPRESS CAYMAN INC Industrials 159,638.0 $4.0M 0.00% +60K +60.3% $25.17 -6.4%
966 CLBK COLUMBIA FINL INC Financial Services 229,013.0 $4.0M 0.00% +21K +10.3% $17.51 +12.0%
967 PUT FTAI AVIATION LTD 16,300.0 $4.0M 0.00% +13K +425.8% $245.00
968 AHCO ADAPTHEALTH CORP Healthcare 335,517.0 $4.0M 0.00% +33K +10.9% $11.90 -11.9%
969 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 99,081.0 $3.9M 0.00% +1K +1.4% $39.83 -10.0%
970 IP CALL INTERNATIONAL PAPER CO Consumer Cyclical 110,300.0 $3.9M 0.00% +43K +62.9% $35.70 -17.7%
971 KKR PUT KKR & CO INC Financial Services 42,500.0 $3.9M 0.00% +24K +123.7% $92.50 +0.5%
972 NFGC NEW FOUND GOLD CORP Basic Materials 2,085,615.0 $3.9M 0.00% +870K +71.6% $1.87 +2.2%
973 OHI CALL OMEGA HEALTHCARE INVS INC Real Estate 88,900.0 $3.9M 0.00% +30K +52.2% $43.82 +11.2%
974 DOV DOVER CORP Industrials 18,531.0 $3.9M 0.00% +4K +31.0% $208.45 -0.4%
975 GFS GLOBALFOUNDRIES INC Technology 86,480.0 $3.8M 0.00% +68K +380.5% $44.48 +49.9%
976 LUV CALL SOUTHWEST AIRLS CO Industrials 102,100.0 $3.8M 0.00% +2K +1.5% $37.57 -0.6%
977 PZZA PAPA JOHNS INTL INC Consumer Cyclical 117,788.0 $3.8M 0.00% +22K +22.7% $32.41 +2.9%
978 MGM PUT MGM RESORTS INTERNATIONAL Consumer Cyclical 103,000.0 $3.8M 0.00% +76K +278.7% $37.01 -2.7%
979 NPO ENPRO INC Industrials 15,109.0 $3.8M 0.00% +12K +420.6% $250.65 +19.2%
980 KE KIMBALL ELECTRONICS INC Industrials 158,672.0 $3.8M 0.00% +57K +55.7% $23.69 -1.2%
Page 49 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%