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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 192 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 CDLR CADELER A S Industrials 40,635.0 $890K +9K +30.3% $21.91 +9.2%
3822 FMNB FARMERS NATIONAL BANC CORP Financial Services 60,898.0 $889K -64K -51.1% $14.60 +7.5%
3823 GSHD GOOSEHEAD INS INC Financial Services 18,306.0 $888K -31K -62.9% $48.50 +49.5%
3824 BZUN BAOZUN INC Consumer Cyclical 313,347.0 $887K +44K +16.3% $2.83 +0.4%
3825 LGND PUT LIGAND PHARMACEUTICALS INC Healthcare 2,800.0 $885K +600.0 +27.3% $316.09 -9.4%
3826 KRNY KEARNY FINL CORP MD Financial Services 93,375.0 $883K -8K -8.3% $9.46 +2.9%
3827 CHENGHE ACQUISITION III CO 86,915.0 $883K +915.0 +1.1% $10.16
3828 BLACK HAWK ACQUISITION CORP 75,000.0 $883K $11.77
3829 FDP CALL DEL MONTE CORP Consumer Defensive 31,600.0 $882K NEW $27.91 +1.5%
3830 APPF CALL APPFOLIO INC Technology 5,500.0 $882K +100.0 +1.9% $160.35 +39.9%
3831 APPF PUT APPFOLIO INC Technology 5,500.0 $882K NEW $160.35 +39.9%
3832 BSRR SIERRA BANCORP Financial Services 21,615.0 $881K +14K +197.9% $40.76 -2.1%
3833 CGMM CAPITAL GROUP EQUITY ETF TR 26,684.0 $880K NEW $32.97 +0.4%
3834 VPU VANGUARD WORLD FD 4,489.0 $879K NEW $195.73 -5.5%
3835 BANF BANCFIRST CORP Financial Services 7,901.0 $878K NEW $111.13 +1.6%
3836 DINO CALL HF SINCLAIR CORP Energy 12,600.0 $878K -52K -80.5% $69.65 +39.7%
3837 FDUS FIDUS INVT CORP Financial Services 45,952.0 $876K -29K -38.9% $19.07 +3.3%
3838 MGEE MGE ENERGY INC Utilities 10,710.0 $873K NEW $81.54 -3.5%
3839 GENI GENIUS SPORTS LIMITED Communication Services 144,101.0 $873K $6.06 +33.0%
3840 MORN MORNINGSTAR INC Financial Services 5,594.0 $873K -15K -72.5% $156.02 +38.4%
Page 192 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%