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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 40 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CNS COHEN & STEERS INC Financial Services 135,693.0 $8.5M 0.01% -182K -57.3% $62.55 +15.3%
782 UNP UNION PAC CORP Industrials 34,973.0 $8.5M 0.01% -66K -65.2% $242.62 +9.6%
783 FRPT PUT FRESHPET INC Consumer Defensive 143,700.0 $8.5M 0.01% -67K -31.9% $58.96 -13.0%
784 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 477,339.0 $8.4M 0.01% -103K -17.8% $17.62 +4.3%
785 DKNG DRAFTKINGS INC NEW Consumer Cyclical 386,510.0 $8.4M 0.01% -1.7M -81.9% $21.62 +17.5%
786 MHK MOHAWK INDS INC Consumer Cyclical 84,803.0 $8.3M 0.01% -237K -73.6% $98.46 +3.9%
787 SMCI SUPER MICRO COMPUTER INC Technology 366,324.0 $8.3M 0.01% -472K -56.3% $22.77 +46.9%
788 FTS FORTIS INC Utilities 149,122.0 $8.3M 0.01% -97K -39.5% $55.78 +0.8%
789 GCO GENESCO INC Consumer Cyclical 285,126.0 $8.3M 0.01% -79K -21.7% $28.99 +23.1%
790 AEP CALL AMERICAN ELEC PWR CO INC Utilities 63,000.0 $8.3M 0.01% -38K -37.9% $131.08 -1.1%
791 CCS CENTURY COMMUNITIES INC Consumer Cyclical 143,055.0 $8.2M 0.01% -19K -11.9% $57.38 -8.6%
792 BP CALL BP PLC Energy 174,400.0 $8.2M 0.01% -217K -55.4% $47.00 -4.5%
793 SLVM SYLVAMO CORP Basic Materials 193,201.0 $8.2M 0.01% -163K -45.8% $42.24 -11.6%
794 ZIM CALL ZIM INTEGRATED SHIPPING SERV Industrials 309,700.0 $8.2M 0.01% -210K -40.4% $26.35 -4.5%
795 CAVA PUT CAVA GROUP INC Consumer Cyclical 100,000.0 $8.1M 0.01% -402K -80.1% $80.90 +0.5%
796 DQ CALL DAQO NEW ENERGY CORP Technology 380,100.0 $8.1M 0.01% -25K -6.2% $21.27 -15.6%
797 ETSY INC 160,956.0 $8.0M 0.01% -569K -78.0% $49.98
798 CQQQ INVESCO EXCH TRADED FD TR II 174,564.0 $8.0M 0.01% -341K -66.1% $46.02 +14.4%
799 CI PUT THE CIGNA GROUP Healthcare 30,000.0 $8.0M 0.01% -3K -9.9% $266.75 +5.7%
800 AWR AMER STATES WTR CO Utilities 104,580.0 $7.9M 0.01% -976.0 -0.9% $75.62 +0.9%
Page 40 of 97  ·  1,926 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%