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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 90 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 BARNES & NOBLE ED INC 44,701.0 $395K -4K -8.9% $8.83
1782 ODDITY TECH LTD 29,277.0 $392K -698K -96.0% $13.38
1783 DIGITALBRIDGE GROUP INC 25,349.0 $391K -45K -64.2% $15.42
1784 CURI CURIOSITYSTREAM INC Communication Services 131,304.0 $389K -68K -34.0% $2.96 -14.9%
1785 LGIH LGI HOMES INC Consumer Cyclical 9,790.0 $387K -48K -83.2% $39.53 +15.1%
1786 STHO STAR HLDGS Real Estate 51,083.0 $387K -8K -14.1% $7.57 +10.7%
1787 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,600.0 $386K -4K -34.4% $50.80 -9.9%
1788 SWK CALL STANLEY BLACK & DECKER INC Industrials 5,400.0 $384K -42K -88.6% $71.06 +8.9%
1789 FET FORUM ENERGY TECHNOLOGIES IN Energy 6,538.0 $384K -3K -30.1% $58.66 -4.4%
1790 PUT PAGAYA TECHNOLOGIES LTD 32,200.0 $375K -20K -38.8% $11.65
1791 AGCO AGCO CORP Industrials 3,203.0 $371K -24K -88.2% $115.87 -2.2%
1792 RBC RBC BEARINGS INC Industrials 680.0 $369K -317.0 -31.8% $543.12 +12.7%
1793 PUT DAVE INC 2,100.0 $366K -13K -86.3% $174.09
1794 CRGY PUT CRESCENT ENERGY COMPANY Energy 26,980.0 $364K -290K -91.5% $13.50 -6.6%
1795 KHC CALL KRAFT HEINZ CO Consumer Defensive 16,100.0 $362K -168K -91.3% $22.49 +3.6%
1796 FIS PUT FIDELITY NATL INFORMATION SV Technology 7,700.0 $361K -42K -84.6% $46.91 -10.9%
1797 PAGAYA TECHNOLOGIES LTD 30,806.0 $359K -544K -94.6% $11.65
1798 FREL FIDELITY COVINGTON TRUST 13,252.0 $357K -3K -16.6% $26.91 +5.9%
1799 TTGT TECHTARGET INC Communication Services 91,829.0 $356K -134K -59.4% $3.88 +27.1%
1800 SIX FLAGS ENTERTAINMENT CORP 19,900.0 $353K -111K -84.8% $17.75
Page 90 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%