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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 117 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 W CALL WAYFAIR INC Consumer Cyclical 55,000.0 $4.1M 0.00% -95K -63.3% $75.21 -10.8%
2322 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 59,600.0 $4.1M 0.00% -5K -7.7% $69.37 +18.9%
2323 STLA PUT STELLANTIS N.V Consumer Cyclical 582,700.0 $4.1M 0.00% $7.09 +10.2%
2324 IRIS ACQUISITION CORP II 420,600.0 $4.1M 0.00% NEW $9.82
2325 FIFTH ERA ACQUISITION CORP I 400,202.0 $4.1M 0.00% $10.30
2326 AMC ENTMT HLDGS INC 4,205,931.0 $4.1M 0.00% +3.6M +588.9% $0.98
2327 VRNS VARONIS SYS INC Technology 191,754.0 $4.1M 0.00% NEW $21.47 +44.6%
2328 LFST LIFESTANCE HEALTH GROUP INC Healthcare 644,152.0 $4.1M 0.00% +505K +363.6% $6.37 +18.8%
2329 TUR ISHARES INC 106,150.0 $4.1M 0.00% +78K +271.3% $38.65 -0.8%
2330 PENG PENGUIN SOLUTIONS INC Technology 232,911.0 $4.1M 0.00% +119K +103.7% $17.60 +212.2%
2331 EIG EMPLOYERS HLDGS INC Financial Services 99,568.0 $4.1M 0.00% -4K -4.3% $41.14 +6.6%
2332 PECO PHILLIPS EDISON & CO INC Real Estate 109,441.0 $4.1M 0.00% NEW $37.42 +9.0%
2333 SIRIUSPOINT LTD 190,092.0 $4.1M 0.00% +9K +4.8% $21.54
2334 VSNT VERSANT MEDIA GROUP INC Industrials 110,572.0 $4.1M 0.00% NEW $37.02 +15.3%
2335 CE PUT CELANESE CORP DEL Basic Materials 62,000.0 $4.1M 0.00% -49K -44.3% $65.77 -20.4%
2336 STLA CALL STELLANTIS N.V Consumer Cyclical 574,000.0 $4.1M 0.00% -213K -27.1% $7.09 +10.2%
2337 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 20,000.0 $4.1M 0.00% NEW $203.18 +7.5%
2338 DINO PUT HF SINCLAIR CORP Energy 65,000.0 $4.1M 0.00% -121K -65.1% $62.39 +9.8%
2339 OPCH OPTION CARE HEALTH INC Healthcare 150,564.0 $4.1M 0.00% -282K -65.2% $26.92 -20.7%
2340 MUX MCEWEN INC. Basic Materials 197,791.0 $4.0M 0.00% -166K -45.7% $20.42 +7.8%
Page 117 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%