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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 61 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SYY CALL SYSCO CORP Consumer Defensive 37,800.0 $2.7M 0.00% -87K -69.6% $71.33 +5.8%
1202 RMAX RE/MAX HLDGS INC Real Estate 467,831.0 $2.7M 0.00% -98K -17.4% $5.76 +65.6%
1203 GAMESTOP CORP 116,954.0 $2.7M 0.00% -91K -43.8% $23.04
1204 CYTK CALL CYTOKINETICS INC Healthcare 40,700.0 $2.7M 0.00% -41K -50.1% $65.91 +18.4%
1205 TIGR UP FINTECH HLDG LTD Financial Services 425,355.0 $2.7M 0.00% -868K -67.1% $6.30 -6.5%
1206 SOHU SOHU COM LTD Technology 173,430.0 $2.7M 0.00% -5K -2.8% $15.45 -10.4%
1207 MSGE PUT SPHERE ENTERTAINMENT CO Communication Services 22,700.0 $2.7M 0.00% -107K -82.4% $117.40 -40.9%
1208 PUT SOUTH BOW CORP 80,000.0 $2.7M 0.00% -60K -42.9% $33.26
1209 CRC CALIFORNIA RES CORP Energy 38,220.0 $2.6M 0.00% -250K -86.8% $69.22 -10.1%
1210 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 81,172.0 $2.6M 0.00% -126K -60.8% $32.42 +6.6%
1211 CVLG COVENANT LOGISTICS GROUP INC Industrials 96,863.0 $2.6M 0.00% -38K -28.4% $27.15 +37.6%
1212 NNI NELNET INC Financial Services 20,380.0 $2.6M 0.00% -46K -69.1% $128.96 +0.5%
1213 LEU PUT CENTRUS ENERGY CORP Energy 15,100.0 $2.6M 0.00% -18K -55.1% $173.59 +2.1%
1214 RMD RESMED INC Healthcare 11,576.0 $2.6M 0.00% -12K -50.9% $224.48 -6.5%
1215 BBWI PUT BATH & BODY WORKS INC Consumer Cyclical 138,500.0 $2.6M 0.00% -347K -71.5% $18.67 -7.2%
1216 MFC CALL MANULIFE FINL CORP Financial Services 75,000.0 $2.6M 0.00% -350K -82.3% $34.44 +13.4%
1217 AGM FEDERAL AGRIC MTG CORP Financial Services 17,340.0 $2.6M 0.00% -18K -51.2% $148.35 +19.3%
1218 VLO CALL VALERO ENERGY CORP Energy 10,300.0 $2.5M 0.00% -60K -85.3% $247.08 +2.7%
1219 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 96,400.0 $2.5M 0.00% -74K -43.3% $26.35 -4.5%
1220 FFIC FLUSHING FINL CORP Financial Services 165,181.0 $2.5M 0.00% -15K -8.4% $15.36 +3.8%
Page 61 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%