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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 54 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VAC PUT MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 42,800.0 $2.8M 0.00% +16K +61.5% $65.12 +11.8%
1062 PATK PATRICK INDS INC Consumer Cyclical 25,059.0 $2.8M 0.00% +17K +228.6% $111.07 -18.7%
1063 SLGN SILGAN HLDGS INC Consumer Cyclical 71,683.0 $2.8M 0.00% +57K +387.8% $38.80 -3.4%
1064 KSS PUT KOHLS CORP Consumer Cyclical 215,400.0 $2.8M 0.00% +36K +19.8% $12.90 -9.1%
1065 FN FABRINET Technology 5,317.0 $2.8M 0.00% +2K +78.1% $521.52 +34.3%
1066 SRPT PUT SAREPTA THERAPEUTICS INC Healthcare 126,800.0 $2.8M 0.00% +50K +64.5% $21.76 -21.8%
1067 REVOLUTION MEDICINES INC 1,580,345.0 $2.7M 0.00% +125K +8.6% $1.74
1068 SEI CALL SOLARIS ENERGY INFRAS INC Energy 48,500.0 $2.7M 0.00% +37K +314.5% $56.51 +27.6%
1069 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 122,831.0 $2.7M 0.00% +4K +3.0% $22.26 -13.3%
1070 TRIP CALL TRIPADVISOR INC Consumer Cyclical 256,100.0 $2.7M 0.00% +28K +12.0% $10.66 -10.6%
1071 ORRF ORRSTOWN FINL SVCS INC Financial Services 75,162.0 $2.7M 0.00% +4K +4.9% $36.08 -0.6%
1072 NMFC NEW MTN FIN CORP Financial Services 347,520.0 $2.7M 0.00% +229K +193.1% $7.76 +2.4%
1073 FBK FB FINL CORP Financial Services 51,870.0 $2.7M 0.00% +26K +101.5% $51.94 +0.4%
1074 QDEL PUT QUIDELORTHO CORP Healthcare 163,400.0 $2.7M 0.00% +87K +114.4% $16.43 -34.0%
1075 CRS CALL CARPENTER TECHNOLOGY CORP Industrials 6,800.0 $2.7M 0.00% +2K +30.8% $394.15 +2.6%
1076 GSL CALL GLOBAL SHIP LEASE INC Industrials 71,800.0 $2.7M 0.00% +53K +281.9% $37.23 +11.0%
1077 GLRE GREENLIGHT CAP RE LTD Financial Services 153,938.0 $2.7M 0.00% +3K +2.3% $17.29 +3.7%
1078 QURE UNIQURE NV Healthcare 160,714.0 $2.6M 0.00% +29K +21.8% $16.35 +52.5%
1079 ICLR PUT ICON PLC Healthcare 23,700.0 $2.6M 0.00% +22K +1381.2% $110.66 +2.8%
1080 WRLD WORLD ACCEP CORPORATION Financial Services 19,420.0 $2.6M 0.00% +1K +6.4% $135.04 +15.6%
Page 54 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%