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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 19 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 COF CALL CAPITAL ONE FINL CORP Financial Services 7,900.0 $1.4M 0.00% NEW $182.43 +2.6%
362 GPC CALL GENUINE PARTS CO Consumer Cyclical 13,600.0 $1.4M 0.00% NEW $105.75 -11.9%
363 IDA CALL IDACORP INC Utilities 10,000.0 $1.4M 0.00% NEW $142.97 -1.6%
364 STBA S & T BANCORP INC Financial Services 34,150.0 $1.4M 0.00% NEW $41.83 +5.8%
365 ODV OSISKO DEVELOPMENT CORP Basic Materials 433,376.0 $1.4M 0.00% NEW $3.25 -10.2%
366 KEP KOREA ELEC PWR CORP Utilities 98,374.0 $1.4M 0.00% NEW $14.25 -9.5%
367 APLE APPLE HOSPITALITY REIT INC Real Estate 121,634.0 $1.4M 0.00% NEW $11.51 +21.5%
368 FOXA CALL FOX CORP Communication Services 23,800.0 $1.4M 0.00% NEW $58.40 +12.8%
369 MSI CALL MOTOROLA SOLUTIONS INC Technology 3,200.0 $1.4M 0.00% NEW $433.97 -5.5%
370 EMLC VANECK ETF TRUST 54,800.0 $1.4M 0.00% NEW $25.11 -0.1%
371 VCYT VERACYTE INC Healthcare 42,135.0 $1.4M 0.00% NEW $32.21 +28.8%
372 M3-BRIGADE ACQUISITION VI CO 134,493.0 $1.4M 0.00% NEW $10.06
373 HALO CALL HALOZYME THERAPEUTICS INC Healthcare 20,900.0 $1.4M 0.00% NEW $64.63 +4.3%
374 JOE CALL ST JOE CO Real Estate 21,400.0 $1.3M 0.00% NEW $62.80 +2.4%
375 JAMES HARDIE INDS PLC 70,931.0 $1.3M 0.00% NEW $18.94
376 PAVE GLOBAL X FDS 26,310.0 $1.3M 0.00% NEW $50.82 +5.8%
377 GSAT PUT GLOBALSTAR INC Communication Services 20,100.0 $1.3M 0.00% NEW $66.42 +23.0%
378 ACHC CALL ACADIA HEALTHCARE COMPANY IN Healthcare 56,700.0 $1.3M 0.00% NEW $23.39 +6.5%
379 CALL AMCOR PLC 33,300.0 $1.3M 0.00% NEW $39.75
380 SPT PUT SPROUT SOCIAL INC Technology 232,100.0 $1.3M 0.00% NEW $5.70 +14.4%
Page 19 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%