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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 42 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RUN CALL SUNRUN INC Energy 544,300.0 $7.4M 0.00% -919K -62.8% $13.56 +1.0%
822 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 3,110,228.0 $7.4M 0.00% -51K -1.6% $2.37 +1.3%
823 INTU CALL INTUIT Technology 17,000.0 $7.4M 0.00% -43K -71.8% $432.38 -29.0%
824 GSAT GLOBALSTAR INC Communication Services 110,523.0 $7.3M 0.00% -44K -28.6% $66.42 +24.5%
825 MCHI ISHARES TR 130,406.0 $7.3M 0.00% -282K -68.4% $56.18 -0.4%
826 EAT PUT BRINKER INTL INC Consumer Cyclical 51,200.0 $7.3M 0.00% -5K -8.7% $142.77 -4.3%
827 CDE COEUR MNG INC Basic Materials 389,210.0 $7.3M 0.00% -982K -71.6% $18.77 -5.0%
828 SU SUNCOR ENERGY INC NEW Energy 110,469.0 $7.3M 0.00% -952K -89.6% $66.12 +2.6%
829 GRPN GROUPON INC Communication Services 610,598.0 $7.3M 0.00% -138K -18.4% $11.90 +53.1%
830 DOO BRP INC Consumer Cyclical 101,156.0 $7.3M 0.00% -7K -6.4% $71.83 -23.7%
831 DAL CALL DELTA AIR LINES INC Industrials 108,600.0 $7.2M 0.00% -306K -73.8% $66.48 +13.8%
832 BTU CALL PEABODY ENGR CORP Energy 218,600.0 $7.2M 0.00% -39K -15.3% $32.95 -25.9%
833 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 108,585.0 $7.2M 0.00% -159K -59.5% $66.11 +5.8%
834 POWL POWELL INDS INC Industrials 13,247.0 $7.2M 0.00% -640.0 -4.6% $541.08 -49.9%
835 ALLIED GOLD CORP 230,976.0 $7.2M 0.00% -291K -55.8% $30.99
836 CSIQ CALL CANADIAN SOLAR INC Energy 516,300.0 $7.2M 0.00% -86K -14.3% $13.85 +30.7%
837 INFY INFOSYS LTD Technology 528,325.0 $7.1M 0.00% -2.2M -80.5% $13.51 -6.4%
838 DG PUT DOLLAR GEN CORP Consumer Defensive 60,000.0 $7.1M 0.00% -195K -76.5% $118.73 -11.5%
839 DLTR PUT DOLLAR TREE INC Consumer Defensive 65,000.0 $7.1M 0.00% -169K -72.2% $109.51 -12.6%
840 STM PUT STMICROELECTRONICS N V Technology 205,700.0 $7.1M 0.00% -64K -23.7% $34.55 +77.2%
Page 42 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%