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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 40 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CCK CROWN HLDGS INC Consumer Cyclical 384,431.0 $38.5M 0.02% +124K +47.6% $100.25 -2.9%
782 F PUT FORD MTR CO Consumer Cyclical 3,339,300.0 $38.5M 0.02% -2.8M -45.8% $11.54 +13.2%
783 TRP PUT TC ENERGY CORP Energy 615,000.0 $38.5M 0.02% -225K -26.8% $62.60 +10.8%
784 TEM CALL TEMPUS AI INC Healthcare 851,200.0 $38.5M 0.02% -121K -12.4% $45.22 +0.7%
785 NIO INC 38,250,000.0 $38.3M 0.02% +11.0M +40.4% $1.00
786 WEC ENERGY GROUP INC 30,958,000.0 $38.3M 0.02% NEW $1.24
787 VRRM VERRA MOBILITY CORP Technology 2,672,998.0 $38.2M 0.02% +485K +22.2% $14.29 -7.1%
788 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 2,756,551.0 $38.2M 0.02% +441K +19.0% $13.85 -12.7%
789 CNK CINEMARK HLDGS INC Communication Services 1,337,279.0 $38.1M 0.02% -406K -23.3% $28.52 -7.8%
790 ARGX ARGENX SE Healthcare 52,122.0 $38.1M 0.02% +7K +14.5% $730.25 +10.1%
791 HBM HUDBAY MINERALS INC Basic Materials 1,817,836.0 $38.1M 0.02% -588K -24.5% $20.93 +14.5%
792 AROC ARCHROCK INC Energy 1,090,618.0 $38.0M 0.02% -498K -31.4% $34.80 +7.2%
793 8X8 INC NEW 40,733,000.0 $37.9M 0.02% $0.93
794 CAT CATERPILLAR INC Industrials 53,404.0 $37.8M 0.02% $708.46 +23.2%
795 VST PUT VISTRA CORP Utilities 251,300.0 $37.8M 0.02% -269K -51.7% $150.33 -10.4%
796 MLI MUELLER INDS INC Industrials 340,822.0 $37.8M 0.02% -105K -23.5% $110.80 +19.0%
797 FIRST HAWAIIAN INC 1,532,394.0 $37.8M 0.02% +588K +62.2% $24.64
798 SE SEA LTD Consumer Cyclical 455,356.0 $37.7M 0.02% +117K +34.6% $82.81 +5.4%
799 PSTG EVERPURE INC Technology 638,396.0 $37.7M 0.02% +604K +1741.3% $59.04 +41.9%
800 STT STATE STR CORP Financial Services 296,618.0 $37.5M 0.02% +67K +29.3% $126.56 +19.2%
Page 40 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%