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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 182 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 CNK CALL CINEMARK HLDGS INC Communication Services 37,600.0 $1.2M 0.00% NEW $31.73 +15.3%
3622 RMD RESMED INC Healthcare 6,121.0 $1.2M 0.00% -5K -47.1% $194.88 +18.8%
3623 VRNS VARONIS SYS INC Technology 28,400.0 $1.2M 0.00% -163K -85.2% $41.96 -1.7%
3624 CLAR CLARUS CORP NEW Consumer Cyclical 376,670.0 $1.2M 0.00% +133K +54.7% $3.15 +17.8%
3625 ARKW ARK ETF TR 8,188.0 $1.2M 0.00% -19K -69.9% $144.87 +7.3%
3626 LCII PUT LCI INDS Consumer Cyclical 11,200.0 $1.2M 0.00% NEW $105.88 -3.7%
3627 FREL FIDELITY COVINGTON TRUST 40,330.0 $1.2M 0.00% +27K +204.3% $29.30 +2.0%
3628 LEA CALL LEAR CORP Consumer Cyclical 8,800.0 $1.2M 0.00% $134.06 -4.1%
3629 HBM CALL HUDBAY MINERALS INC Basic Materials 50,000.0 $1.2M 0.00% NEW $23.59 +27.4%
3630 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 68,649.0 $1.2M 0.00% -117K -63.0% $17.17 +9.4%
3631 WMT PUT WALMART INC Consumer Defensive 10,400.0 $1.2M 0.00% -18K -63.6% $113.26 -8.4%
3632 HDV ISHARES TR 42,920.0 $1.2M 0.00% NEW $27.41 +8.8%
3633 PEBO PEOPLES BANCORP INC Financial Services 30,570.0 $1.2M 0.00% NEW $38.41 +4.3%
3634 LNN LINDSAY CORP Industrials 9,476.0 $1.2M 0.00% +61.0 +0.7% $123.80 -6.2%
3635 ALTO ALTO INGREDIENTS INC Basic Materials 205,145.0 $1.2M 0.00% NEW $5.70 -23.2%
3636 BAP CALL CREDICORP LTD Financial Services 3,000.0 $1.2M 0.00% NEW $389.58 -2.7%
3637 LADR LADDER CAP CORP Real Estate 117,348.0 $1.2M 0.00% +66K +129.1% $9.95 -0.3%
3638 GEF GREIF INC Consumer Cyclical 15,670.0 $1.2M 0.00% NEW $74.49 +18.0%
3639 TGLS TECNOGLASS INC Basic Materials 24,924.0 $1.2M 0.00% +13K +108.5% $46.81 -12.3%
3640 BMA CALL BANCO MACRO S A Financial Services 12,600.0 $1.2M 0.00% NEW $92.59 -21.3%
Page 182 of 242  ·  4,833 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 27.6%
Financial Services 18.4%
Healthcare 11.8%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 6.0%
Energy 4.3%
Basic Materials 3.8%
Consumer Defensive 3.3%
Real Estate 1.8%