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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 91 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 14,536.0 $352K -22K -60.3% $24.23 +3.4%
1802 COLD PUT AMERICOLD REALTY TRUST INC Real Estate 30,600.0 $351K -39K -56.0% $11.46 +27.3%
1803 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 15,373.0 $351K -24K -61.2% $22.81 +8.3%
1804 XLF SELECT SECTOR SPDR TR 7,100.0 $351K -163K -95.8% $49.37 +3.6%
1805 MVBF MVB FINL CORP Financial Services 13,975.0 $347K -6K -30.9% $24.83 +2.6%
1806 BWB BRIDGEWATER BANCSHARES INC Financial Services 19,561.0 $346K -906.0 -4.4% $17.70 +1.6%
1807 CNOB CONNECTONE BANCORP INC Financial Services 12,803.0 $343K -21K -61.8% $26.77 +10.5%
1808 CCAP CRESCENT CAP BDC INC Financial Services 28,034.0 $341K -4K -11.2% $12.15 -8.4%
1809 NECB NORTHEAST CMNTY BANCORP INC Financial Services 13,872.0 $330K -5K -27.6% $23.80 -1.2%
1810 ARAY ACCURAY INC DEL Healthcare 843,646.0 $327K -840K -49.9% $0.39 -30.4%
1811 VIS VANGUARD WORLD FD 1,047.0 $327K -240.0 -18.6% $312.22 +7.1%
1812 YETI YETI HLDGS INC Consumer Cyclical 8,822.0 $323K -90K -91.0% $36.59 +11.2%
1813 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 13,700.0 $320K -15K -51.9% $23.39 +10.3%
1814 GSL PUT GLOBAL SHIP LEASE INC Industrials 8,500.0 $316K -600.0 -6.6% $37.23 +11.1%
1815 PRGS PUT PROGRESS SOFTWARE CORP Technology 12,300.0 $315K -26K -68.0% $25.65 +4.5%
1816 MLKN MILLERKNOLL INC Consumer Cyclical 21,680.0 $313K -141K -86.7% $14.46 +3.3%
1817 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 101,934.0 $310K -64K -38.7% $3.04 +50.3%
1818 EXC CALL EXELON CORP Utilities 6,300.0 $309K -16K -71.2% $49.02 -9.4%
1819 LRN STRIDE INC Consumer Defensive 3,454.0 $305K -31K -90.1% $88.17 +0.3%
1820 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,262.0 $300K -18K -84.7% $92.04 -14.4%
Page 91 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%