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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 64 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CWH PUT CAMPING WORLD HLDGS INC Consumer Cyclical 138,200.0 $944K 0.00% +32K +29.9% $6.83 +0.4%
1262 INSEEGO CORP 84,115.0 $935K 0.00% +61K +257.5% $11.12
1263 BFST BUSINESS FIRST BANCSHARES IN Financial Services 34,434.0 $931K 0.00% +17K +96.4% $27.04 -0.7%
1264 HACK AMPLIFY ETF TR 12,150.0 $912K 0.00% +5K +71.1% $75.09 +17.9%
1265 HGTY HAGERTY INC Financial Services 86,554.0 $911K 0.00% +6K +7.7% $10.53 -1.8%
1266 JAKK JAKKS PAC INC Consumer Cyclical 45,166.0 $900K 0.00% +10K +28.1% $19.92 +8.2%
1267 INSM PUT INSMED INC Healthcare 5,500.0 $899K 0.00% +4K +243.8% $163.52 -29.3%
1268 OPRX OPTIMIZERX CORP Healthcare 142,923.0 $898K 0.00% +30K +26.6% $6.28 -17.0%
1269 BBSI BARRETT BUSINESS SVCS INC Industrials 30,518.0 $891K 0.00% +13K +79.0% $29.18 +2.9%
1270 KBWY INVESCO EXCH TRADED FD TR II 57,467.0 $878K 0.00% +20K +54.3% $15.28 +10.1%
1271 GABC GERMAN AMERN BANCORP INC Financial Services 20,681.0 $864K 0.00% +15K +280.0% $41.79 +1.1%
1272 LMNR LIMONEIRA CO Consumer Defensive 64,341.0 $863K 0.00% +947.0 +1.5% $13.42 -0.8%
1273 CCI CROWN CASTLE INC Real Estate 10,565.0 $859K 0.00% +6K +131.7% $81.31 +6.6%
1274 DIV GLOBAL X FDS 45,311.0 $856K 0.00% +21K +86.6% $18.90 +0.8%
1275 CG CARLYLE GROUP INC Financial Services 17,529.0 $848K 0.00% +8K +76.1% $48.39 -0.8%
1276 QUIK QUICKLOGIC CORP Technology 88,549.0 $831K +59K +204.6% $9.38 +119.8%
1277 GSM FERROGLOBE PLC Basic Materials 200,460.0 $826K +53K +36.0% $4.12 -2.7%
1278 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 10,000.0 $823K +5K +92.3% $82.33 -10.6%
1279 TAL TAL ED GROUP Consumer Defensive 71,124.0 $809K +2K +3.0% $11.37 -3.2%
1280 ENR CALL ENERGIZER HLDGS INC Industrials 49,200.0 $808K +19K +65.1% $16.42 +1.7%
Page 64 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%