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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 47 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EQNR EQUINOR ASA Energy 137,059.0 $5.8M 0.00% -601K -81.4% $42.20 -8.4%
922 BNTX PUT BIONTECH SE Healthcare 65,000.0 $5.8M 0.00% -6K -8.4% $88.88 +2.3%
923 TSN PUT TYSON FOODS INC Consumer Defensive 89,900.0 $5.8M 0.00% -72K -44.5% $64.07 +3.8%
924 SSP SCRIPPS E W CO OHIO Communication Services 1,535,867.0 $5.7M 0.00% -704K -31.4% $3.72 -10.8%
925 PUT ANGLOGOLD ASHANTI PLC 58,500.0 $5.7M 0.00% -37K -38.5% $97.36
926 CVSA COVISTA INC Consumer Cyclical 49,064.0 $5.7M 0.00% -22K -30.6% $115.25 +7.7%
927 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 37,600.0 $5.6M 0.00% -106K -73.9% $150.00 +0.8%
928 CAL CALERES INC Consumer Cyclical 534,160.0 $5.6M 0.00% -215K -28.7% $10.54 +24.9%
929 KROS KEROS THERAPEUTICS INC Healthcare 509,608.0 $5.6M 0.00% -246K -32.5% $11.04 +1.6%
930 ASIX ADVANSIX INC Basic Materials 229,630.0 $5.6M 0.00% -37K -13.8% $24.40 -10.5%
931 WB WEIBO CORP Communication Services 635,256.0 $5.6M 0.00% -25K -3.8% $8.75 -5.6%
932 TYL TYLER TECHNOLOGIES INC Technology 16,213.0 $5.6M 0.00% -32K -66.6% $342.38 -7.3%
933 MDT CALL MEDTRONIC PLC Healthcare 63,600.0 $5.5M 0.00% -78K -55.0% $86.65 -9.8%
934 MCS MARCUS CORP DEL Communication Services 320,961.0 $5.5M 0.00% -22K -6.5% $17.17 +6.7%
935 RGLD ROYAL GOLD INC Basic Materials 21,644.0 $5.5M 0.00% -47K -68.6% $254.49 -12.3%
936 BMI BADGER METER INC Technology 36,070.0 $5.5M 0.00% -2K -4.5% $152.35 -21.1%
937 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 207,900.0 $5.5M 0.00% -134K -39.2% $26.43 +5.6%
938 RAPP RAPPORT THERAPEUTICS INC Healthcare 175,449.0 $5.5M 0.00% -72K -29.1% $31.29 +14.2%
939 NOG NORTHERN OIL & GAS INC Energy 187,205.0 $5.5M 0.00% -353K -65.3% $29.23 -19.2%
940 Z PUT ZILLOW GROUP INC Communication Services 131,600.0 $5.4M 0.00% -3K -2.5% $41.38 -11.9%
Page 47 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%