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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 85 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 OABI OMNIAB INC Healthcare 380,254.0 $597K -3K -0.8% $1.57 +45.2%
1682 CAL PUT CALERES INC Consumer Cyclical 56,500.0 $596K -42K -42.9% $10.54 +4.8%
1683 PCYO PURE CYCLE CORP Utilities 59,111.0 $595K -1K -1.8% $10.06 +3.3%
1684 PKE PARK AEROSPACE CORP Industrials 21,486.0 $588K -14K -39.5% $27.38 +24.3%
1685 VSTS VESTIS CORPORATION Industrials 74,070.0 $582K -12K -14.3% $7.86 +54.3%
1686 SEDG PUT SOLAREDGE TECHNOLOGIES INC Energy 11,400.0 $582K -234K -95.3% $51.05 +9.4%
1687 HCC PUT WARRIOR MET COAL INC Energy 6,200.0 $578K -20K -76.1% $93.15 -7.5%
1688 SCL STEPAN CO Basic Materials 11,478.0 $574K -70K -85.8% $49.98 -0.6%
1689 HRB CALL BLOCK H & R INC Consumer Cyclical 18,000.0 $571K -27K -60.4% $31.74 +21.8%
1690 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 240,497.0 $568K -45K -15.8% $2.36 +7.4%
1691 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 9,000.0 $564K -9K -50.0% $62.70 +18.6%
1692 ALCO ALICO INC Consumer Defensive 13,604.0 $561K -653.0 -4.6% $41.26 -2.0%
1693 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 51,700.0 $560K -61K -54.0% $10.83 -8.1%
1694 CWAN CLEARWATER ANALYTICS HLDGS I Technology 23,643.0 $559K -71K -75.1% $23.65 +3.1%
1695 GPN PUT GLOBAL PMTS INC Industrials 8,300.0 $559K -13K -60.9% $67.30 +2.4%
1696 LIONSGATE STUDIOS CORP 58,126.0 $557K -113K -66.0% $9.59
1697 FFIV F5 INC Technology 1,926.0 $557K -20K -91.1% $289.33 +31.9%
1698 KRO KRONOS WORLDWIDE INC Basic Materials 84,656.0 $556K -44K -34.2% $6.57 +3.4%
1699 ELF E L F BEAUTY INC Consumer Defensive 9,163.0 $555K -34K -79.0% $60.61 -8.0%
1700 WLY WILEY JOHN & SONS INC Communication Services 14,555.0 $555K -133K -90.1% $38.10 +8.5%
Page 85 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%