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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 67 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 TDS TELEPHONE & DATA SYS INC Communication Services 44,905.0 $1.9M 0.00% -74K -62.4% $42.10 -2.7%
1322 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 56,148.0 $1.9M 0.00% -79K -58.5% $33.65 +3.1%
1323 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 66,931.0 $1.9M 0.00% -13K -16.6% $28.11 +8.3%
1324 ARDX ARDELYX INC Healthcare 313,961.0 $1.9M 0.00% -1.1M -77.8% $5.99 +3.3%
1325 BHF BRIGHTHOUSE FINL INC Financial Services 31,277.0 $1.9M 0.00% -41K -56.5% $59.88 +4.7%
1326 MYRG MYR GROUP INC Industrials 6,617.0 $1.9M 0.00% -5K -42.0% $282.32 +58.2%
1327 AVB AVALONBAY CMNTYS INC Real Estate 11,423.0 $1.9M 0.00% -175K -93.9% $163.35 +11.6%
1328 INSM CALL INSMED INC Healthcare 11,400.0 $1.9M 0.00% -700.0 -5.8% $163.52 -33.5%
1329 SLG PUT SL GREEN RLTY CORP Real Estate 50,300.0 $1.9M 0.00% -54K -51.7% $36.94 +12.5%
1330 SGML CALL SIGMA LITHIUM CORPORATION Basic Materials 150,000.0 $1.9M 0.00% -231K -60.6% $12.34 +25.6%
1331 OCUL OCULAR THERAPEUTIX INC Healthcare 218,478.0 $1.9M 0.00% -935K -81.1% $8.47 -3.0%
1332 DPZ DOMINOS PIZZA INC Consumer Cyclical 5,138.0 $1.8M 0.00% -13K -72.3% $358.79 -12.6%
1333 MOS PUT MOSAIC CO Basic Materials 72,200.0 $1.8M 0.00% -180K -71.4% $25.50 -15.2%
1334 ACCO ACCO BRANDS CORP Industrials 610,721.0 $1.8M 0.00% -91K -12.9% $3.00 +27.3%
1335 AMR CALL ALPHA METALLURGICAL RESOUR I Energy 8,900.0 $1.8M 0.00% -14K -60.4% $205.27 -13.5%
1336 HPQ PUT HP INC Technology 95,000.0 $1.8M 0.00% -35K -26.9% $19.21 +10.8%
1337 FLXS FLEXSTEEL INDS INC Consumer Cyclical 40,577.0 $1.8M 0.00% -3K -6.2% $44.94 +20.2%
1338 HZO MARINEMAX INC Consumer Cyclical 67,384.0 $1.8M 0.00% -95K -58.6% $27.06 +21.9%
1339 CNC CALL CENTENE CORP DEL Healthcare 55,400.0 $1.8M 0.00% -60K -52.0% $32.74 +76.5%
1340 KIM KIMCO REALTY CORP Real Estate 80,704.0 $1.8M 0.00% -163K -66.9% $22.47 +5.5%
Page 67 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%