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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 82 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 148,000.0 $734K -1.0M -87.1% $4.96 +51.1%
1622 WSBF WATERSTONE FINL INC MD Financial Services 40,705.0 $734K -5K -11.4% $18.03 +1.0%
1623 PERI PERION NETWORK LTD Communication Services 73,073.0 $730K -46K -38.7% $9.99 +7.9%
1624 ULCC FRONTIER GROUP HLDGS INC Industrials 205,678.0 $726K -962K -82.4% $3.53 +35.1%
1625 LE LANDS END INC NEW Consumer Cyclical 64,589.0 $726K -9K -11.9% $11.24 -3.8%
1626 QXO QXO INC Industrials 37,340.0 $725K -9K -18.9% $19.42 -16.4%
1627 REAX THE REAL BROKERAGE INC Real Estate 289,377.0 $723K -156K -35.0% $2.50 -28.8%
1628 LAW CS DISCO INC Technology 189,069.0 $722K -102K -35.0% $3.82 -5.9%
1629 AMSF AMERISAFE INC Financial Services 21,625.0 $721K -22K -50.1% $33.33 -5.9%
1630 DCBO DOCEBO INC Technology 41,055.0 $719K -165K -80.1% $17.50 -0.8%
1631 NU PUT NU HLDGS LTD Financial Services 50,000.0 $718K -246K -83.1% $14.37 -15.6%
1632 FR FIRST INDL RLTY TR INC Real Estate 12,342.0 $714K -33K -73.1% $57.85 +6.1%
1633 FF FUTUREFUEL CORP Basic Materials 183,711.0 $707K -92K -33.3% $3.85 +10.6%
1634 JHG JANUS HENDERSON GROUP PLC Financial Services 13,767.0 $707K -273K -95.2% $51.37 +0.8%
1635 PACS PACS GROUP INC Financial Services 21,988.0 $706K -24K -52.3% $32.12 +15.5%
1636 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 10,000.0 $705K -128K -92.8% $70.51 -23.8%
1637 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 2,400.0 $703K -35K -93.6% $292.75 +34.0%
1638 MOV MOVADO GROUP INC Consumer Cyclical 28,754.0 $702K -36K -55.8% $24.42 +9.8%
1639 TNC TENNANT CO Industrials 10,481.0 $696K -14K -57.7% $66.40 +23.6%
1640 METCB RAMACO RES INC Energy 68,073.0 $694K -3K -4.2% $10.20 -4.7%
Page 82 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%