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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 26 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Status
501 PENN CALL PENN ENTERTAINMENT INC Consumer Cyclical 60,300 $889K SOLD
502 TSSI CALL TSS INC DEL Technology 124,000 $877K SOLD
503 AMERICAS GOLD AND SILVER COR 170,886 $873K SOLD
504 SDY SPDR SERIES TRUST 6,116 $851K SOLD
505 STGW STAGWELL INC Communication Services 173,540 $849K SOLD
506 FWRD FORWARD AIR CORP Industrials 33,509 $838K SOLD
507 KRMN KARMAN HLDGS INC Industrials 11,429 $836K SOLD
508 WLFC WILLIS LEASE FIN CORP Industrials 6,137 $832K SOLD
509 NGNE NEUROGENE INC Healthcare 40,347 $831K SOLD
510 DOC HEALTHPEAK PROPERTIES INC Real Estate 51,380 $826K SOLD
511 INDI INDIE SEMICONDUCTOR INC Technology 232,802 $822K SOLD
512 IJH ISHARES TR 12,351 $815K SOLD
513 AIG PUT AMERICAN INTL GROUP INC Financial Services 9,500 $813K SOLD
514 MUSA PUT MURPHY USA INC Consumer Cyclical 2,000 $807K SOLD
515 STRA CALL STRATEGIC ED INC Consumer Defensive 10,000 $802K SOLD
516 VPG VISHAY PRECISION GROUP INC Technology 20,798 $801K SOLD
517 TDG CALL TRANSDIGM GROUP INC Industrials 600 $798K SOLD
518 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 20,200 $793K SOLD
519 VOE VANGUARD INDEX FDS 4,456 $790K SOLD
520 GLAD GLADSTONE CAPITAL CORP Financial Services 37,951 $784K SOLD
Page 26 of 40  ·  799 positions
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%