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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 48 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 AEP AMERICAN ELEC PWR CO INC Utilities 41,465.0 $5.4M 0.00% -48K -53.7% $131.08 -1.1%
942 EMERA INC 104,323.0 $5.4M 0.00% -51K -32.7% $51.82
943 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 376,229.0 $5.4M 0.00% -1.2M -76.8% $14.35 -22.1%
944 GEV PUT GE VERNOVA INC Utilities 6,100.0 $5.3M 0.00% -3K -32.2% $872.90 +19.6%
945 AGI ALAMOS GOLD INC Basic Materials 119,678.0 $5.3M 0.00% -142K -54.3% $44.43 -11.7%
946 MZTI MARZETTI COMPANY Consumer Defensive 38,297.0 $5.3M 0.00% -15K -28.3% $138.33 -18.5%
947 ESLT ELBIT SYS LTD Industrials 6,208.0 $5.3M 0.00% -19K -75.1% $849.09 -10.1%
948 TFC TRUIST FINL CORP Financial Services 114,559.0 $5.3M 0.00% -29K -20.2% $45.97 +4.4%
949 WING PUT WINGSTOP INC Consumer Cyclical 33,900.0 $5.3M 0.00% -80K -70.2% $154.97 -17.3%
950 T PUT AT&T INC Communication Services 181,100.0 $5.3M 0.00% -295K -62.0% $28.99 -14.0%
951 ELF CALL E L F BEAUTY INC Consumer Defensive 86,600.0 $5.2M 0.00% -118K -57.7% $60.61 -12.4%
952 PVH PUT PVH CORPORATION Consumer Cyclical 75,200.0 $5.2M 0.00% -28K -27.1% $69.76 +21.4%
953 INHIBRX BIOSCIENCES INC 77,437.0 $5.2M 0.00% -45K -36.6% $67.23
954 USB CALL US BANCORP Financial Services 100,000.0 $5.2M 0.00% -9K -8.6% $52.01 +4.8%
955 PBR PUT PETROLEO BRASILEIRO S A Energy 250,000.0 $5.2M 0.00% -275K -52.4% $20.75 -3.5%
956 IDCC CALL INTERDIGITAL INC Technology 17,000.0 $5.1M 0.00% -8K -30.6% $302.00 -11.6%
957 CLS CALL CELESTICA INC Technology 18,200.0 $5.1M 0.00% -114K -86.3% $281.68 +25.9%
958 STNE CALL STONECO LTD Technology 362,600.0 $5.1M 0.00% -257K -41.5% $14.12 -21.7%
959 WHR PUT WHIRLPOOL CORP Consumer Cyclical 94,900.0 $5.1M 0.00% -96K -50.4% $53.92 -23.0%
960 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 43,400.0 $5.1M 0.00% -77K -64.1% $117.40 -40.9%
Page 48 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%