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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 115 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CAH CALL CARDINAL HEALTH INC Healthcare 20,500.0 $4.3M 0.00% -33K -61.8% $211.31 -4.8%
2282 MCK PUT MCKESSON CORP Healthcare 5,000.0 $4.3M 0.00% -700.0 -12.3% $865.36 -12.4%
2283 SXC SUNCOKE ENERGY INC Energy 662,532.0 $4.3M 0.00% +58K +9.6% $6.51 +35.9%
2284 REPX RILEY EXPLORATION PERMIAN IN Energy 118,237.0 $4.3M 0.00% +83K +236.7% $36.45 -0.9%
2285 CLX CALL CLOROX CO DEL Consumer Defensive 41,500.0 $4.3M 0.00% +15K +54.9% $103.63 -6.8%
2286 FDS FACTSET RESH SYS INC Financial Services 19,818.0 $4.3M 0.00% +16K +371.6% $216.99 +8.2%
2287 LAD PUT LITHIA MTRS INC Consumer Cyclical 17,200.0 $4.3M 0.00% -3K -14.8% $249.72 +13.0%
2288 CALL FTAI AVIATION LTD 17,500.0 $4.3M 0.00% NEW $245.00
2289 SLM CALL SLM CORP Financial Services 200,000.0 $4.3M 0.00% NEW $21.41 +1.9%
2290 LIFE360 INC 104,598.0 $4.3M 0.00% -150K -58.9% $40.82
2291 INBK FIRST INTERNET BANCORP Financial Services 209,453.0 $4.3M 0.00% -20K -8.9% $20.38 +16.1%
2292 CRVL CORVEL CORP Financial Services 78,097.0 $4.3M 0.00% -9K -10.1% $54.65 +11.5%
2293 SNA SNAP ON INC Industrials 11,704.0 $4.3M 0.00% -35K -75.2% $363.22 +2.4%
2294 AGX CALL ARGAN INC Industrials 7,800.0 $4.2M 0.00% -3K -25.0% $544.65 +25.5%
2295 RPAY REPAY HLDGS CORP Technology 1,633,661.0 $4.2M 0.00% +21K +1.3% $2.60 +41.4%
2296 FCF FIRST COMWLTH FINL CORP PA Financial Services 241,486.0 $4.2M 0.00% NEW $17.58 +6.5%
2297 JBT MAREL CORPORATION 33,193.0 $4.2M 0.00% NEW $127.87
2298 DSAC DAEDALUS SPL ACQUISITION COR Financial Services 428,029.0 $4.2M 0.00% NEW $9.91 +0.5%
2299 ARGX PUT ARGENX SE Healthcare 5,800.0 $4.2M 0.00% +2K +61.1% $730.25 +10.7%
2300 UAA PUT UNDER ARMOUR INC Consumer Cyclical 714,300.0 $4.2M 0.00% -340K -32.2% $5.91 -4.1%
Page 115 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%