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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 79 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CMI CALL CUMMINS INC Industrials 1,700.0 $915K 0.00% -2K -57.5% $538.02 +26.0%
1562 EMBJ CALL EMBRAER S.A. Industrials 15,400.0 $914K 0.00% -7K -31.9% $59.34 -6.0%
1563 ADCT ADC THERAPEUTICS SA Healthcare 243,176.0 $912K 0.00% -20K -7.6% $3.75 -15.5%
1564 UAMY UNITED STATES ANTIMONY CORP Basic Materials 104,402.0 $911K 0.00% -31K -22.8% $8.73 -1.4%
1565 BOH BANK HAWAII CORP Financial Services 12,231.0 $908K 0.00% -37K -75.3% $74.25 +3.6%
1566 DAPP VANECK ETF TRUST 60,506.0 $903K 0.00% -96K -61.3% $14.92 +34.8%
1567 INOD CALL INNODATA INC Technology 23,300.0 $900K 0.00% -100K -81.1% $38.62 +148.8%
1568 HAS PUT HASBRO INC Consumer Cyclical 9,600.0 $899K 0.00% -10K -51.0% $93.60 +1.8%
1569 ENTA ENANTA PHARMACEUTICALS INC Healthcare 70,884.0 $895K 0.00% -97K -57.7% $12.63 +6.2%
1570 SXI CALL STANDEX INTL CORP Industrials 3,500.0 $892K 0.00% -2K -37.5% $254.86 -2.4%
1571 MBUU MALIBU BOATS INC Consumer Cyclical 34,227.0 $887K 0.00% -4K -9.8% $25.92 +1.2%
1572 WTS WATTS WATER TECHNOLOGIES INC Industrials 3,048.0 $885K 0.00% -1K -28.3% $290.29 +2.2%
1573 SWKS SKYWORKS SOLUTIONS INC Technology 16,471.0 $882K 0.00% -2K -11.0% $53.55 +28.0%
1574 MERC MERCER INTL INC Basic Materials 615,223.0 $874K 0.00% -271K -30.6% $1.42 -34.5%
1575 SNPS CALL SYNOPSYS INC Technology 2,200.0 $872K 0.00% -100.0 -4.3% $396.48 +26.7%
1576 WRBY WARBY PARKER INC Healthcare 41,320.0 $871K 0.00% -170K -80.5% $21.07 +36.4%
1577 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 15,000.0 $865K 0.00% -15K -50.0% $57.64 +4.9%
1578 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 104,767.0 $864K 0.00% -185K -63.8% $8.25 +0.6%
1579 CXW CORECIVIC INC Real Estate 45,579.0 $862K 0.00% -28K -37.9% $18.91 +9.7%
1580 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 125,159.0 $860K 0.00% -30K -19.1% $6.87 -8.0%
Page 79 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%