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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 26 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 14,649.0 $657K NEW $44.84 +7.2%
502 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 18,753.0 $642K NEW $34.26 +9.8%
503 VNQI VANGUARD INTL EQUITY INDEX F 14,252.0 $634K NEW $44.45 +3.1%
504 HALO PUT HALOZYME THERAPEUTICS INC Healthcare 9,800.0 $633K NEW $64.63 +3.9%
505 BRZE BRAZE INC Technology 26,662.0 $629K NEW $23.61 -8.6%
506 FNDA SCHWAB STRATEGIC TR 19,225.0 $623K NEW $32.43 +7.8%
507 INTEGRA RES CORP 227,390.0 $621K NEW $2.73
508 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 32,957.0 $621K NEW $18.83 +23.1%
509 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 15,918.0 $620K NEW $38.97 -11.8%
510 CIVEO CORP CDA 23,434.0 $620K NEW $26.46
511 BWMN BOWMAN CONSULTING GROUP LTD Industrials 21,709.0 $617K NEW $28.44 +10.9%
512 FUBO PUT FUBOTV INC Communication Services 65,000.0 $615K NEW $9.46 +1.7%
513 ALV AUTOLIV INC Consumer Cyclical 5,846.0 $615K NEW $105.16 +10.1%
514 TIGO PUT MILLICOM INTL CELLULAR S A Communication Services 8,100.0 $607K NEW $74.94 +5.8%
515 SDGR PUT SCHRODINGER INC Healthcare 53,100.0 $603K NEW $11.36 +5.2%
516 IDR IDAHO STRATEGIC RESOURCES Basic Materials 18,570.0 $596K NEW $32.12 +18.9%
517 LGIH CALL LGI HOMES INC Consumer Cyclical 15,000.0 $593K NEW $39.53 +2.2%
518 LTBR LIGHTBRIDGE CORP Industrials 55,516.0 $592K NEW $10.66 +7.3%
519 FNB F N B CORP Financial Services 35,100.0 $587K NEW $16.72 +2.1%
520 EQNR CALL EQUINOR ASA Energy 13,900.0 $587K NEW $42.20 -6.4%
Page 26 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%