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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 195 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3881 LNC CALL LINCOLN NATL CORP IND Financial Services 23,300.0 $824K $35.35 +19.2%
3882 FSBC FIVE STAR BANCORP Financial Services 16,892.0 $822K +466.0 +2.8% $48.69 -7.3%
3883 KAI KADANT INC Industrials 2,613.0 $821K -3K -51.0% $314.23 -0.3%
3884 CAG CONAGRA BRANDS INC Consumer Defensive 60,886.0 $820K -75K -55.3% $13.46 +22.1%
3885 MBIN MERCHANTS BANCORP IND Financial Services 16,359.0 $818K -12K -42.1% $50.00 +9.4%
3886 CRGY CRESCENT ENERGY COMPANY Energy 83,279.0 $818K -1.6M -95.0% $9.82 +43.2%
3887 NUVL NUVALENT INC Healthcare 6,613.0 $817K NEW $123.50 +0.4%
3888 ACA ARCOSA INC Industrials 5,621.0 $817K -4K -39.1% $145.29 -0.3%
3889 COHU CALL COHU INC Technology 11,000.0 $813K NEW $73.91 -26.4%
3890 IVT INVENTRUST PPTYS CORP Real Estate 22,958.0 $813K -184K -88.9% $35.40 -7.7%
3891 XNCR XENCOR INC Healthcare 50,475.0 $813K NEW $16.10 +72.7%
3892 NYT CALL NEW YORK TIMES CO MTN BE Communication Services 11,600.0 $812K $69.98 -6.1%
3893 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 97,200.0 $812K $8.35 +5.4%
3894 SPMD SPDR SERIES TRUST 11,990.0 $810K NEW $67.56 -0.4%
3895 FXU FIRST TR EXCHANGE-TRADED FD 16,417.0 $810K NEW $49.34 -3.8%
3896 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,800.0 $810K $168.66 -3.6%
3897 HSIC SCHEIN HENRY INC Healthcare 9,653.0 $806K -21K -68.7% $83.52 +6.0%
3898 TKO CALL TKO GROUP HOLDINGS INC Communication Services 4,000.0 $805K -19K -82.5% $201.31 -4.1%
3899 DKNG DRAFTKINGS INC NEW Consumer Cyclical 31,826.0 $804K -355K -91.8% $25.26 +3.6%
3900 NPK NATIONAL PRESTO INDS INC Industrials 6,425.0 $803K NEW $124.99 +20.0%
Page 195 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%