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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 202 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 CAC CAMDEN NATL CORP Financial Services 12,384.0 $671K NEW $54.22 +4.2%
4022 ODC OIL DRI CORP AMER Basic Materials 6,559.0 $670K +3K +70.0% $102.21 -9.8%
4023 SINCLAIR INC 46,856.0 $668K NEW $14.25
4024 ORLA PUT ORLA MNG LTD NEW Basic Materials 68,200.0 $668K NEW $9.79 -3.6%
4025 TLRY TILRAY BRANDS INC Healthcare 148,383.0 $666K -89K -37.6% $4.49 +4.0%
4026 MAC MACERICH CO Real Estate 26,404.0 $665K NEW $25.19 -2.0%
4027 MSI MOTOROLA SOLUTIONS INC Technology 1,600.0 $664K -91K -98.3% $415.29 +14.0%
4028 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 17,826.0 $663K -35K -66.3% $37.21 +7.3%
4029 FF FUTUREFUEL CORP Basic Materials 146,607.0 $663K -37K -20.2% $4.52 +23.5%
4030 TDIV FIRST TR EXCHANGE TRADED FD 5,761.0 $662K NEW $114.88 -1.1%
4031 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 14,300.0 $661K NEW $46.19 -0.5%
4032 MASS 908 DEVICES INC Healthcare 75,446.0 $656K NEW $8.70 +19.0%
4033 GLOBUS MED INC 8,300.0 $656K -20K -70.7% $79.01
4034 PATH PUT UIPATH INC Technology 60,200.0 $654K NEW $10.87 +46.5%
4035 TIC TIC SOLUTIONS INC Industrials 80,748.0 $653K NEW $8.09 +11.5%
4036 SPGI CALL S&P GLOBAL INC Financial Services 1,600.0 $652K NEW $407.26 +6.1%
4037 HHH PUT HOWARD HUGHES HOLDINGS INC Real Estate 9,100.0 $651K $71.49 -5.0%
4038 CIVB CIVISTA BANCSHARES INC Financial Services 23,045.0 $650K NEW $28.22 -2.4%
4039 FXL FIRST TR EXCHANGE-TRADED FD 2,982.0 $648K $217.22 -1.6%
4040 HDB PUT HDFC BANK LTD Financial Services 25,000.0 $646K NEW $25.83 -9.6%
Page 202 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%