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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 16 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ESOA ENERGY SERVICES OF AMER CORP Industrials 151,917.0 $2.0M 0.00% NEW $13.13 +40.4%
302 HYG ISHARES TR 25,000.0 $2.0M 0.00% NEW $79.56 -0.0%
303 CHRD PUT CHORD ENERGY CORPORATION Energy 13,900.0 $2.0M 0.00% NEW $142.18 +5.2%
304 AESI CALL ATLAS ENERGY SOLUTIONS INC Energy 150,000.0 $2.0M 0.00% NEW $13.12 +48.2%
305 ABSI ABSCI CORPORATION Healthcare 649,817.0 $1.9M 0.00% NEW $3.00 +64.8%
306 PFSI CALL PENNYMAC FINL SVCS INC NEW Financial Services 22,300.0 $1.9M 0.00% NEW $87.40 -2.0%
307 OMDA OMADA HEALTH INC Healthcare 154,992.0 $1.9M 0.00% NEW $12.57 +31.7%
308 SBRA CALL SABRA HEALTH CARE REIT INC Real Estate 100,000.0 $1.9M 0.00% NEW $19.23 +7.5%
309 FESM FIDELITY COVINGTON TRUST 50,536.0 $1.9M 0.00% NEW $38.00 +14.1%
310 TTAN PUT SERVICETITAN INC Technology 30,200.0 $1.9M 0.00% NEW $63.46 -7.8%
311 CALM CALL CAL MAINE FOODS INC Consumer Defensive 24,200.0 $1.9M 0.00% NEW $79.15 -1.9%
312 BDN BRANDYWINE RLTY TR Real Estate 703,155.0 $1.9M 0.00% NEW $2.71 +11.8%
313 CALL THOMSON REUTERS CORP 20,600.0 $1.9M 0.00% NEW $89.98
314 KNX CALL KNIGHT-SWIFT TRANSN HLDGS IN Industrials 32,000.0 $1.8M 0.00% NEW $57.58 +19.9%
315 BH BIGLARI HLDGS INC Consumer Cyclical 5,570.0 $1.8M 0.00% NEW $329.59 -17.0%
316 WEN CALL WENDYS CO Consumer Cyclical 263,700.0 $1.8M 0.00% NEW $6.95 +15.4%
317 MKC CALL MCCORMICK & CO INC Consumer Defensive 36,300.0 $1.8M 0.00% NEW $50.44 -8.1%
318 EWP ISHARES INC 33,599.0 $1.8M 0.00% NEW $54.31 +4.0%
319 BKV BKV CORP Energy 63,712.0 $1.8M 0.00% NEW $28.52 +0.9%
320 UMH UMH PPTYS INC Real Estate 125,335.0 $1.8M 0.00% NEW $14.43 +3.4%
Page 16 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%