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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 58 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 DBI DESIGNER BRANDS INC Consumer Cyclical 552,254.0 $3.1M 0.00% -297K -35.0% $5.69 +20.7%
1142 EQR EQUITY RESIDENTIAL Real Estate 52,885.0 $3.1M 0.00% -46K -46.6% $59.15 +11.2%
1143 AMT PUT AMERICAN TOWER CORP Real Estate 18,100.0 $3.1M 0.00% -44K -71.1% $172.58 +6.5%
1144 OLN PUT OLIN CORP Basic Materials 104,900.0 $3.1M 0.00% -46K -30.3% $29.73 -12.5%
1145 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 62,000.0 $3.1M 0.00% -986K -94.1% $50.20 -4.7%
1146 HCI CALL HCI GROUP INC Financial Services 20,100.0 $3.1M 0.00% -2K -11.1% $154.61 +2.5%
1147 GS GOLDMAN SACHS GROUP INC Financial Services 3,672.0 $3.1M 0.00% -6K -61.6% $845.99 +16.8%
1148 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 143,645.0 $3.1M 0.00% -322K -69.2% $21.45 +19.3%
1149 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 448,001.0 $3.1M 0.00% -1.2M -72.4% $6.87 +42.6%
1150 ACADIAN ASSET MANAGEMENT INC 56,410.0 $3.1M 0.00% -59K -51.0% $54.42
1151 VC VISTEON CORP Consumer Cyclical 33,446.0 $3.0M 0.00% -48K -58.9% $91.11 +19.9%
1152 ON PUT ON SEMICONDUCTOR CORP Technology 49,200.0 $3.0M 0.00% -409K -89.3% $61.92 +77.0%
1153 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 9,205.0 $3.0M 0.00% -38K -80.5% $330.63 -3.2%
1154 HAL CALL HALLIBURTON CO Energy 78,000.0 $3.0M 0.00% -91K -53.9% $38.99 +7.6%
1155 AEHR CALL AEHR TEST SYS Technology 82,000.0 $3.0M 0.00% -290K -78.0% $37.08 +146.2%
1156 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 142,397.0 $3.0M 0.00% -407K -74.1% $21.34 -18.6%
1157 ON CALL ON SEMICONDUCTOR CORP Technology 48,800.0 $3.0M 0.00% -100K -67.1% $61.92 +77.0%
1158 QUAD QUAD / GRAPHICS INC Industrials 455,127.0 $3.0M 0.00% -67K -12.8% $6.61 +13.8%
1159 TBLA TABOOLA.COM LTD Communication Services 968,505.0 $3.0M 0.00% -704K -42.1% $3.10 +59.0%
1160 TOST PUT TOAST INC Technology 113,200.0 $3.0M 0.00% -223K -66.3% $26.51 -12.0%
Page 58 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%