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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 21 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KMT KENNAMETAL INC Industrials 33,390.0 $1.2M 0.00% NEW $36.13 -4.1%
402 ZG PUT ZILLOW GROUP INC Communication Services 29,100.0 $1.2M 0.00% NEW $41.39 -8.0%
403 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 182,785.0 $1.2M 0.00% NEW $6.57 +49.8%
404 IRTC PUT IRHYTHM HOLDINGS INC Healthcare 10,100.0 $1.2M 0.00% NEW $118.02 -3.4%
405 MHK PUT MOHAWK INDS INC Consumer Cyclical 12,100.0 $1.2M 0.00% NEW $98.46 -1.9%
406 NVGS NAVIGATOR HLDGS LTD Energy 61,572.0 $1.2M 0.00% NEW $19.33 +23.5%
407 GENB GENERATE BIOMEDICINES INC Financial Services 95,000.0 $1.2M 0.00% NEW $12.50 +28.0%
408 TPB CALL TURNING PT BRANDS INC Consumer Defensive 13,600.0 $1.2M 0.00% NEW $86.79 +3.2%
409 TFSL TFS FINL CORP Financial Services 83,830.0 $1.2M 0.00% NEW $14.05 +9.0%
410 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 100,097.0 $1.2M 0.00% NEW $11.75 +0.9%
411 AM CALL ANTERO MIDSTREAM CORP Energy 51,300.0 $1.2M 0.00% NEW $22.80 -2.3%
412 BRO CALL BROWN & BROWN INC Financial Services 17,900.0 $1.2M 0.00% NEW $65.21 -10.0%
413 FBT FIRST TR EXCHANGE-TRADED FD 5,811.0 $1.2M 0.00% NEW $200.82 +2.3%
414 BIZD VANECK ETF TRUST 90,697.0 $1.2M 0.00% NEW $12.80 -1.9%
415 XENE CALL XENON PHARMACEUTICALS INC Healthcare 19,800.0 $1.2M 0.00% NEW $58.15 -6.5%
416 NSP PUT INSPERITY INC Industrials 42,300.0 $1.1M 0.00% NEW $27.04 +11.8%
417 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 92,300.0 $1.1M 0.00% NEW $12.32 -1.6%
418 PIPR CALL PIPER SANDLER COMPANIES Financial Services 14,800.0 $1.1M 0.00% NEW $76.55 +2.9%
419 BSBR BANCO SANTANDER BRASIL S A Financial Services 189,738.0 $1.1M 0.00% NEW $5.93 -8.9%
420 PDD PDD HOLDINGS INC Consumer Cyclical 10,940.0 $1.1M 0.00% NEW $102.18 -6.2%
Page 21 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%