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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 68 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 NOV NOV INC Energy 96,106.0 $1.8M 0.00% -196K -67.1% $18.81 +12.5%
1342 OXM OXFORD INDS INC Consumer Cyclical 46,805.0 $1.8M 0.00% -86K -64.8% $38.51 +0.4%
1343 EVER EVERQUOTE INC Communication Services 116,209.0 $1.8M 0.00% -323K -73.5% $15.42 +18.2%
1344 SXI STANDEX INTL CORP Industrials 7,003.0 $1.8M 0.00% -3K -27.8% $254.86 -1.4%
1345 NOVT NOVANTA INC Technology 15,091.0 $1.8M 0.00% -87K -85.2% $118.11 +28.1%
1346 AGM PUT FEDERAL AGRIC MTG CORP Financial Services 12,000.0 $1.8M 0.00% -4K -24.1% $148.35 +15.6%
1347 CALL DAVE INC 10,200.0 $1.8M 0.00% -29K -74.1% $174.09
1348 VYX NCR VOYIX CORPORATION Technology 279,051.0 $1.8M 0.00% -189K -40.3% $6.33 +2.7%
1349 URI UNITED RENTALS INC Industrials 2,400.0 $1.7M 0.00% -63K -96.3% $728.56 +29.6%
1350 SOLARIS RES INC 202,500.0 $1.7M 0.00% -124K -37.9% $8.63
1351 DXCM DEXCOM INC Healthcare 27,732.0 $1.7M 0.00% -3.9M -99.3% $62.80 +3.6%
1352 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,252.0 $1.7M 0.00% -54K -80.2% $131.06 -1.2%
1353 LYFT PUT LYFT INC Technology 130,500.0 $1.7M 0.00% -123K -48.5% $13.30 +0.5%
1354 AMTB AMERANT BANCORP INC Financial Services 78,488.0 $1.7M 0.00% -100K -55.9% $22.04 +1.0%
1355 PENN PENN ENTERTAINMENT INC Consumer Cyclical 114,867.0 $1.7M 0.00% -4K -3.2% $15.03 +9.6%
1356 KKR CALL KKR & CO INC Financial Services 18,500.0 $1.7M 0.00% -53K -74.1% $92.50 +3.8%
1357 USAR USA RARE EARTH INC Basic Materials 112,203.0 $1.7M 0.00% -93K -45.4% $15.13 +40.6%
1358 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 5,800.0 $1.7M 0.00% -28K -82.8% $292.75 +34.6%
1359 CNMD CONMED CORP Healthcare 47,851.0 $1.7M 0.00% -68K -58.8% $35.36 +3.5%
1360 AFRM CALL AFFIRM HLDGS INC Technology 36,900.0 $1.7M 0.00% -176K -82.7% $45.82 +42.5%
Page 68 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%