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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 107 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 PSX PHILLIPS 66 Energy 29,386.0 $5.4M 0.00% +25K +612.0% $182.18 -2.5%
2122 ECH ISHARES INC 134,912.0 $5.4M 0.00% NEW $39.66 +1.6%
2123 NRIX NURIX THERAPEUTICS INC Healthcare 344,203.0 $5.3M 0.00% NEW $15.50 +12.9%
2124 GEV PUT GE VERNOVA INC Utilities 6,100.0 $5.3M 0.00% -3K -32.2% $872.90 +19.0%
2125 AGI ALAMOS GOLD INC Basic Materials 119,678.0 $5.3M 0.00% -142K -54.3% $44.43 -13.7%
2126 OUTFRONT MEDIA INC 200,402.0 $5.3M 0.00% NEW $26.50
2127 APELLIS PHARMACEUTICALS INC 5,000,000.0 $5.3M 0.00% $1.06
2128 MZTI MARZETTI COMPANY Consumer Defensive 38,297.0 $5.3M 0.00% -15K -28.3% $138.33 -16.9%
2129 PL CALL PLANET LABS PBC Industrials 189,400.0 $5.3M 0.00% $27.95 +58.7%
2130 R RYDER SYS INC Industrials 25,794.0 $5.3M 0.00% +14K +125.0% $204.71 +19.2%
2131 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 526,364.0 $5.3M 0.00% NEW $10.02 +6.9%
2132 ESLT ELBIT SYS LTD Industrials 6,208.0 $5.3M 0.00% -19K -75.1% $849.09 -9.6%
2133 TFC TRUIST FINL CORP Financial Services 114,559.0 $5.3M 0.00% -29K -20.2% $45.97 +5.2%
2134 WING PUT WINGSTOP INC Consumer Cyclical 33,900.0 $5.3M 0.00% -80K -70.2% $154.97 -9.4%
2135 T PUT AT&T INC Communication Services 181,100.0 $5.3M 0.00% -295K -62.0% $28.99 -12.9%
2136 ELF CALL E L F BEAUTY INC Consumer Defensive 86,600.0 $5.2M 0.00% -118K -57.7% $60.61 -12.7%
2137 PVH PUT PVH CORPORATION Consumer Cyclical 75,200.0 $5.2M 0.00% -28K -27.1% $69.76 +27.5%
2138 VOD VODAFONE GROUP PLC Communication Services 348,230.0 $5.2M 0.00% +118K +51.2% $15.02 -0.5%
2139 JELD JELD-WEN HLDG INC Industrials 4,217,193.0 $5.2M 0.00% +38K +0.9% $1.24 +40.3%
2140 INHIBRX BIOSCIENCES INC 77,437.0 $5.2M 0.00% -45K -36.6% $67.23
Page 107 of 224  ·  4,470 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%