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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 137 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 AGM FEDERAL AGRIC MTG CORP Financial Services 17,340.0 $2.6M 0.00% -18K -51.2% $148.35 +19.7%
2722 CENX PUT CENTURY ALUM CO Basic Materials 43,700.0 $2.6M 0.00% NEW $58.69 +10.8%
2723 BLZE BACKBLAZE INC Technology 739,033.0 $2.5M 0.00% +270K +57.5% $3.45 +122.3%
2724 HIFS HINGHAM INSTN SVGS MASS Financial Services 8,913.0 $2.5M 0.00% +6K +225.7% $285.84 -0.3%
2725 VLO CALL VALERO ENERGY CORP Energy 10,300.0 $2.5M 0.00% -60K -85.3% $247.08 -0.0%
2726 JBI JANUS INTERNATIONAL GROUP IN Industrials 493,516.0 $2.5M 0.00% +382K +341.5% $5.15 +1.0%
2727 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 96,400.0 $2.5M 0.00% -74K -43.3% $26.35 -4.6%
2728 FDS PUT FACTSET RESH SYS INC Financial Services 11,700.0 $2.5M 0.00% +2K +25.8% $216.99 +6.9%
2729 WYNN PUT WYNN RESORTS LTD Consumer Cyclical 25,000.0 $2.5M 0.00% +22K +900.0% $101.55 -4.2%
2730 FFIC FLUSHING FINL CORP Financial Services 165,181.0 $2.5M 0.00% -15K -8.4% $15.36 +3.3%
2731 PLAY DAVE & BUSTERS ENTMT INC Communication Services 234,064.0 $2.5M 0.00% +60K +34.5% $10.83 +8.5%
2732 KB KB FINL GROUP INC Financial Services 25,405.0 $2.5M 0.00% -56K -68.8% $99.73 +5.2%
2733 BHP BHP BILLITON LIMITED Basic Materials 34,830.0 $2.5M 0.00% -485K -93.3% $72.74 +16.3%
2734 FGMC FG MERGER II CORP Financial Services 250,000.0 $2.5M 0.00% $10.10 +2.3%
2735 PAAS CALL PAN AMERN SILVER CORP Basic Materials 46,100.0 $2.5M 0.00% NEW $54.63 -1.3%
2736 AA MISSION ACQUISITION CORP 250,000.0 $2.5M 0.00% $10.07
2737 BBDC BARINGS BDC INC Financial Services 305,877.0 $2.5M 0.00% NEW $8.23 +3.4%
2738 ADSK CALL AUTODESK INC Technology 10,500.0 $2.5M 0.00% -18K -63.3% $239.40 +0.7%
2739 ADSK PUT AUTODESK INC Technology 10,500.0 $2.5M 0.00% -8K -44.1% $239.40 +0.7%
2740 ATLANTA BRAVES HLDGS INC 58,868.0 $2.5M 0.00% +5K +9.9% $42.70
Page 137 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%