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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 140 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 TFII TFI INTL INC Industrials 27,000.0 $2.8M 0.00% NEW $103.37 +45.5%
2782 BAX BAXTER INTL INC Healthcare 146,045.0 $2.8M 0.00% NEW $19.11 +1.6%
2783 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 244,479.0 $2.8M 0.00% NEW $11.41 +3.7%
2784 RIG CALL TRANSOCEAN LTD Energy 675,000.0 $2.8M 0.00% NEW $4.13 +56.9%
2785 TAC TRANSALTA CORP Utilities 220,216.0 $2.8M 0.00% NEW $12.65 +10.4%
2786 PBR CALL PETROLEO BRASILEIRO SA PETRO Energy 235,000.0 $2.8M 0.00% NEW $11.85 +64.2%
2787 AGM PUT FEDERAL AGRIC MTG CORP Financial Services 15,800.0 $2.8M 0.00% NEW $175.57 +1.9%
2788 EXC EXELON CORP Utilities 63,400.0 $2.8M 0.00% NEW $43.59 +6.6%
2789 DOV DOVER CORP Industrials 14,150.0 $2.8M 0.00% NEW $195.24 +9.7%
2790 HELE PUT HELEN OF TROY LTD Consumer Defensive 130,000.0 $2.8M 0.00% NEW $21.25 +26.1%
2791 AVNW AVIAT NETWORKS INC Technology 129,180.0 $2.8M 0.00% NEW $21.38 -17.4%
2792 CCEP CALL COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 30,400.0 $2.8M 0.00% NEW $90.70 +2.9%
2793 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 95,800.0 $2.8M 0.00% NEW $28.78 +83.7%
2794 IMMR IMMERSION CORP Technology 404,843.0 $2.8M 0.00% NEW $6.80 -6.7%
2795 TFIN TRIUMPH FINANCIAL INC Financial Services 43,796.0 $2.7M 0.00% NEW $62.63 +9.5%
2796 FFIC FLUSHING FINL CORP Financial Services 180,355.0 $2.7M 0.00% NEW $15.17 +6.2%
2797 SOMNIGROUP INTERNATIONAL INC 30,605.0 $2.7M 0.00% NEW $89.28
2798 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 119,228.0 $2.7M 0.00% NEW $22.84 -12.7%
2799 WLTH WEALTHFRONT CORP Technology 200,000.0 $2.7M 0.00% NEW $13.59 -11.7%
2800 JAMES RIV GROUP HOLDINGS INC 427,057.0 $2.7M 0.00% NEW $6.36
Page 140 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%