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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 52 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SNA SNAP ON INC Industrials 11,704.0 $4.3M 0.00% -35K -75.2% $363.22 -0.9%
1022 AGX CALL ARGAN INC Industrials 7,800.0 $4.2M 0.00% -3K -25.0% $544.65 +18.4%
1023 UAA PUT UNDER ARMOUR INC Consumer Cyclical 714,300.0 $4.2M 0.00% -340K -32.2% $5.91 -12.9%
1024 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 140,073.0 $4.2M 0.00% -507K -78.3% $30.12 +13.9%
1025 XRX XEROX HOLDINGS CORP Technology 3,250,325.0 $4.2M 0.00% -850K -20.7% $1.29 +96.9%
1026 IPAR INTERPARFUMS INC Consumer Defensive 46,082.0 $4.2M 0.00% -29K -38.6% $90.84 +0.4%
1027 RNW RENEW ENERGY GLOBAL PLC Utilities 912,967.0 $4.2M 0.00% -409K -30.9% $4.58 +21.2%
1028 WDAY WORKDAY INC Technology 32,142.0 $4.2M 0.00% -965.0 -2.9% $129.92 -2.5%
1029 YPF PUT YPF SOCIEDAD ANONIMA Energy 90,000.0 $4.2M 0.00% -1K -1.3% $46.22 +1.8%
1030 ENPH CALL ENPHASE ENERGY INC Energy 109,900.0 $4.2M 0.00% -8K -7.1% $37.81 +64.9%
1031 OSUR ORASURE TECHNOLOGIES INC Healthcare 1,382,388.0 $4.1M 0.00% -283K -17.0% $3.00 +9.7%
1032 PNTG PENNANT GROUP INC Healthcare 135,737.0 $4.1M 0.00% -164K -54.8% $30.48 +15.9%
1033 STZ CONSTELLATION BRANDS INC Consumer Defensive 27,578.0 $4.1M 0.00% -46K -62.8% $150.00 +0.8%
1034 W CALL WAYFAIR INC Consumer Cyclical 55,000.0 $4.1M 0.00% -95K -63.3% $75.21 -13.9%
1035 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 59,600.0 $4.1M 0.00% -5K -7.7% $69.37 +20.2%
1036 EIG EMPLOYERS HLDGS INC Financial Services 99,568.0 $4.1M 0.00% -4K -4.3% $41.14 +6.4%
1037 CE PUT CELANESE CORP DEL Basic Materials 62,000.0 $4.1M 0.00% -49K -44.3% $65.77 -19.6%
1038 STLA CALL STELLANTIS N.V Consumer Cyclical 574,000.0 $4.1M 0.00% -213K -27.1% $7.09 +6.2%
1039 DINO PUT HF SINCLAIR CORP Energy 65,000.0 $4.1M 0.00% -121K -65.1% $62.39 +9.6%
1040 OPCH OPTION CARE HEALTH INC Healthcare 150,564.0 $4.1M 0.00% -282K -65.2% $26.92 -20.1%
Page 52 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%