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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 13 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SOLV ENERGY INC 92,514.0 $2.8M 0.00% NEW $30.03
242 NWN NORTHWEST NAT HLDG CO Utilities 52,170.0 $2.8M 0.00% NEW $53.22 -9.0%
243 UMBF UMB FINL CORP Financial Services 24,554.0 $2.8M 0.00% NEW $112.79 +10.5%
244 CALL CNH INDL N V 250,000.0 $2.8M 0.00% NEW $11.00
245 WCC PUT WESCO INTL INC Industrials 10,000.0 $2.7M 0.00% NEW $273.62 +31.1%
246 WCC CALL WESCO INTL INC Industrials 10,000.0 $2.7M 0.00% NEW $273.62 +31.1%
247 KNF KNIFE RIVER CORP Basic Materials 33,300.0 $2.7M 0.00% NEW $81.65 -7.0%
248 RBC CALL RBC BEARINGS INC Industrials 5,000.0 $2.7M 0.00% NEW $543.12 +4.8%
249 TIMB TIM S A Communication Services 101,199.0 $2.7M 0.00% NEW $26.49 -17.3%
250 NEU NEWMARKET CORP Basic Materials 4,124.0 $2.6M 0.00% NEW $640.95 +6.5%
251 WTFC WINTRUST FINL CORP Financial Services 18,875.0 $2.6M 0.00% NEW $138.94 +4.1%
252 IMO PUT IMPERIAL OIL LTD Energy 20,000.0 $2.6M 0.00% NEW $130.94 +2.9%
253 FVRR CALL FIVERR INTL LTD Communication Services 259,100.0 $2.6M 0.00% NEW $10.02 +3.3%
254 CENX PUT CENTURY ALUM CO Basic Materials 43,700.0 $2.6M 0.00% NEW $58.69 -6.4%
255 PAAS CALL PAN AMERN SILVER CORP Basic Materials 46,100.0 $2.5M 0.00% NEW $54.63 +3.2%
256 BBDC BARINGS BDC INC Financial Services 305,877.0 $2.5M 0.00% NEW $8.23 +3.0%
257 SPARTACUS ACQUISITION CORP I 250,000.0 $2.5M 0.00% NEW $10.04
258 MUR MURPHY OIL CORP Energy 60,775.0 $2.5M 0.00% NEW $41.25 -1.5%
259 OR PUT OR ROYALTIES INC. Basic Materials 65,300.0 $2.5M 0.00% NEW $38.02 -4.2%
260 IDEA ACQUISITION CORP 250,000.0 $2.5M 0.00% NEW $9.91
Page 13 of 36  ·  711 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%