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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 59 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ONON ON HLDG AG Consumer Cyclical 50,469.0 $1.7M 0.00% +41K +432.8% $34.02 +11.3%
1162 SON SONOCO PRODS CO Consumer Cyclical 31,392.0 $1.7M 0.00% +4K +13.8% $54.09 -13.1%
1163 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 1,898,475.0 $1.7M 0.00% +55K +3.0% $0.89 -29.0%
1164 NEXT NEXTDECADE CORP Energy 218,975.0 $1.7M 0.00% +53K +32.3% $7.66 +14.4%
1165 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 20,957.0 $1.7M 0.00% +4K +21.4% $79.33 -4.4%
1166 QCRH QCR HLDGS INC Financial Services 19,296.0 $1.6M 0.00% +16K +486.0% $85.45 +3.8%
1167 BW LPG LTD 94,882.0 $1.6M 0.00% +5K +6.1% $17.37
1168 FMNB FARMERS NATIONAL BANC CORP Financial Services 124,487.0 $1.6M 0.00% +92K +278.7% $13.16 +5.7%
1169 TDOC PUT TELADOC HEALTH INC Healthcare 300,000.0 $1.6M 0.00% +200K +200.3% $5.45 +17.7%
1170 MTA METALLA RTY & STREAMING LTD Basic Materials 246,547.0 $1.6M 0.00% +62K +33.7% $6.63 +0.3%
1171 GEO GEO GROUP INC Industrials 97,205.0 $1.6M 0.00% +43K +78.4% $16.81 +37.4%
1172 BITFARMS LTD 832,730.0 $1.6M 0.00% +484K +138.7% $1.96
1173 HE HAWAIIAN ELEC INDS INC MTN B Utilities 109,856.0 $1.6M 0.00% +81K +286.5% $14.84 -8.9%
1174 DMRC DIGIMARC CORP NEW Technology 331,409.0 $1.6M 0.00% +30K +9.9% $4.91 +94.9%
1175 J JACOBS SOLUTIONS INC Industrials 12,640.0 $1.6M 0.00% +5K +76.8% $127.28 -10.6%
1176 CDXS CODEXIS INC Healthcare 979,847.0 $1.6M 0.00% +352K +56.0% $1.63 +58.0%
1177 VEL VELOCITY FINL INC Financial Services 87,734.0 $1.6M 0.00% +73K +488.5% $18.09 -5.2%
1178 RNGR RANGER ENERGY SVCS INC Energy 92,044.0 $1.6M 0.00% +66K +258.8% $17.14 -1.8%
1179 LGIH PUT LGI HOMES INC Consumer Cyclical 39,800.0 $1.6M 0.00% +13K +50.2% $39.53 +3.3%
1180 KDP KEURIG DR PEPPER INC Consumer Defensive 59,704.0 $1.6M 0.00% +19K +45.1% $26.33 +10.1%
Page 59 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%