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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 67 of 69  ·  1,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 CGDG CAPITAL GROUP DIVIDEND GROWE 14,586.0 $524K +6K +70.2% $35.90 +3.1%
1322 STAA STAAR SURGICAL CO Healthcare 27,846.0 $521K +10K +57.9% $18.70 +71.2%
1323 DEI DOUGLAS EMMETT INC Real Estate 54,357.0 $512K +38K +234.9% $9.42 +23.1%
1324 ZVIA ZEVIA PBC Consumer Defensive 430,635.0 $504K +87K +25.2% $1.17 +13.7%
1325 AIR AAR CORP Industrials 4,600.0 $504K +700.0 +17.9% $109.46 -4.5%
1326 LADR LADDER CAP CORP Real Estate 51,217.0 $500K +38K +291.0% $9.77 +2.5%
1327 FB BANCORP INC 36,412.0 $500K +13K +52.5% $13.74
1328 TRU TRANSUNION Industrials 7,205.0 $499K +5K +202.1% $69.19 -4.4%
1329 FCG FIRST TR EXCHANGE-TRADED FD 15,333.0 $486K +6K +68.2% $31.69 -2.8%
1330 FOA FINANCE OF AMERICA COMPAN Financial Services 27,508.0 $457K +10K +58.2% $16.60 +19.3%
1331 STAG STAG INDUSTRIAL INC Real Estate 12,409.0 $447K +4K +49.0% $36.06 +5.5%
1332 MX MAGNACHIP SEMICONDUCTOR CORP Technology 159,606.0 $447K +22K +15.7% $2.80 +55.0%
1333 PII POLARIS INC Consumer Cyclical 8,125.0 $443K +4K +111.6% $54.50 +21.4%
1334 CGGO CAPITAL GROUP GBL GROWTH EQT 13,145.0 $439K +3K +27.0% $33.37 +16.0%
1335 SMHI SEACOR MARINE HLDGS INC Industrials 59,650.0 $427K +4K +7.4% $7.16 -0.4%
1336 HOMETRUST BANCSHARES INC 9,965.0 $425K +3K +49.8% $42.65
1337 DFAR DIMENSIONAL ETF TRUST 17,489.0 $414K +866.0 +5.2% $23.65 +7.1%
1338 CRMT AMERICAS CAR-MART INC Consumer Cyclical 30,503.0 $388K +9K +45.0% $12.73 -13.3%
1339 REZ ISHARES TR 4,656.0 $387K +1K +35.4% $83.21 +7.4%
1340 MPT MEDICAL PROPERTIES TRUST INC Financial Services 82,996.0 $384K +30K +57.8% $4.63 +11.9%
Page 67 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%