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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 23 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DHT DHT HOLDINGS INC Energy 52,220.0 $954K 0.00% NEW $18.27 -3.4%
442 EXP PUT EAGLE MATLS INC Basic Materials 5,000.0 $947K 0.00% NEW $189.45 +2.8%
443 SHBI SHORE BANCSHARES INC Financial Services 49,293.0 $921K 0.00% NEW $18.68 +2.0%
444 EFSC ENTERPRISE FINL SVCS CORP Financial Services 16,768.0 $907K 0.00% NEW $54.11 +7.8%
445 PSIX CALL POWER SOLUTIONS INTL INC Industrials 14,900.0 $907K 0.00% NEW $60.88 -36.4%
446 WRN WESTERN COPPER & GOLD CORP Basic Materials 355,900.0 $903K 0.00% NEW $2.54 +10.4%
447 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 97,200.0 $902K 0.00% NEW $9.28 -8.7%
448 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,600.0 $899K 0.00% NEW $195.40 +4.0%
449 RWT REDWOOD TRUST INC Real Estate 159,788.0 $896K 0.00% NEW $5.61 -7.7%
450 CSAN COSAN S A Energy 216,527.0 $892K 0.00% NEW $4.12 -17.0%
451 TSAT TELESAT CORP Technology 24,406.0 $883K 0.00% NEW $36.20 +43.7%
452 CHENGHE ACQUISITION III CO 86,000.0 $867K 0.00% NEW $10.09
453 AAON PUT AAON INC Industrials 10,400.0 $861K 0.00% NEW $82.75 +61.9%
454 SPIRE GLOBAL INC 67,790.0 $853K 0.00% NEW $12.58
455 PUT IQVIA HLDGS INC 5,000.0 $853K 0.00% NEW $170.54
456 SNDA SONIDA SENIOR LIVING INC Healthcare 26,422.0 $852K 0.00% NEW $32.25 +17.1%
457 PUT THOMSON REUTERS CORP 9,400.0 $848K 0.00% NEW $90.23
458 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 50,000.0 $843K 0.00% NEW $16.86 -5.9%
459 CXW PUT CORECIVIC INC Real Estate 44,500.0 $841K 0.00% NEW $18.91 +9.7%
460 APPN CALL APPIAN CORP Technology 34,900.0 $841K 0.00% NEW $24.11 -12.5%
Page 23 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%