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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 144 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 KNX PUT KNIGHT-SWIFT TRANSN HLDGS IN Industrials 48,100.0 $2.5M 0.00% NEW $52.28 +39.5%
2862 GSL GLOBAL SHIP LEASE INC NEW Industrials 71,757.0 $2.5M 0.00% NEW $35.04 +7.1%
2863 TIGR PUT UP FINTECH HLDG LTD Financial Services 263,000.0 $2.5M 0.00% NEW $9.56 -47.6%
2864 TLN CALL TALEN ENERGY CORP Utilities 6,700.0 $2.5M 0.00% NEW $374.84 +3.8%
2865 PSN PARSONS CORP DEL Industrials 40,615.0 $2.5M 0.00% NEW $61.80 -8.8%
2866 FGMC FG MERGER II CORP Financial Services 250,000.0 $2.5M 0.00% NEW $10.04 +2.9%
2867 NVS PUT NOVARTIS AG Healthcare 18,200.0 $2.5M 0.00% NEW $137.87 +9.4%
2868 CMTG CLAROS MTG TR INC Real Estate 819,877.0 $2.5M 0.00% NEW $3.06 -27.5%
2869 TECX TECTONIC THERAPEUTIC INC Healthcare 120,250.0 $2.5M 0.00% NEW $20.86 +43.8%
2870 LGIH LGI HOMES INC Consumer Cyclical 58,269.0 $2.5M 0.00% NEW $42.96 +8.8%
2871 RLI RLI CORP Financial Services 39,121.0 $2.5M 0.00% NEW $63.98 -18.2%
2872 MTDR CALL MATADOR RES CO Energy 58,900.0 $2.5M 0.00% NEW $42.44 +26.7%
2873 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 99,712.0 $2.5M 0.00% NEW $25.05 +12.5%
2874 OTG ACQUISITION CORP. I 249,586.0 $2.5M 0.00% NEW $10.00
2875 HUN HUNTSMAN CORP Basic Materials 249,507.0 $2.5M 0.00% NEW $10.00 +47.4%
2876 MYRG MYR GROUP INC DEL Industrials 11,418.0 $2.5M 0.00% NEW $218.50 +112.5%
2877 AA MISSION ACQUISITION CORP 250,000.0 $2.5M 0.00% NEW $9.96
2878 SYF SYNCHRONY FINANCIAL Financial Services 29,830.0 $2.5M 0.00% NEW $83.43 -13.8%
2879 FIRST FNDTN INC 403,868.0 $2.5M 0.00% NEW $6.16
2880 EXPI EXP WORLD HLDGS INC Real Estate 274,751.0 $2.5M 0.00% NEW $9.05 -46.9%
Page 144 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%