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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 42 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ARCC ARES CAPITAL CORP Financial Services 1,987,725.0 $35.8M 0.02% +1.4M +215.4% $18.02 +4.0%
822 CABO CABLE ONE INC Communication Services 392,351.0 $35.8M 0.02% +95K +31.8% $91.21 -47.7%
823 TWLO TWILIO INC Communication Services 284,232.0 $35.8M 0.02% -146K -34.0% $125.82 +50.5%
824 PAGP PLAINS GP HLDGS L P Energy 1,468,981.0 $35.7M 0.02% +1.4M +6124.5% $24.28 +5.1%
825 TROX TRONOX HOLDINGS PLC Basic Materials 3,642,411.0 $35.6M 0.02% -68K -1.8% $9.77 -18.4%
826 NGG NATIONAL GRID PLC Utilities 419,866.0 $35.5M 0.02% +107K +34.1% $84.60 +2.2%
827 FPS FORGENT POWER SOLUTIONS INC Industrials 1,208,510.0 $35.4M 0.02% NEW $29.27 +65.8%
828 WPC WP CAREY INC Real Estate 518,754.0 $35.3M 0.02% +514K +10000.0% $67.96 +10.4%
829 POWL CALL POWELL INDS INC Industrials 65,100.0 $35.2M 0.02% +1K +1.9% $541.08 -49.9%
830 SCI SERVICE CORP INTL Consumer Cyclical 425,680.0 $35.1M 0.02% +181K +73.7% $82.51 -6.0%
831 CEG CONSTELLATION ENERGY CORP Utilities 125,739.0 $35.1M 0.02% -3K -2.4% $279.25 +2.4%
832 OTTR OTTER TAIL CORP Utilities 399,426.0 $35.1M 0.02% +151K +60.9% $87.77 -1.3%
833 XOMETRY INC 32,563,000.0 $35.0M 0.02% $1.08
834 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 72,200.0 $35.0M 0.02% -201K -73.6% $484.91 -10.6%
835 RPM RPM INTL INC Basic Materials 351,265.0 $34.9M 0.02% -368K -51.1% $99.40 -0.9%
836 STNE STONECO LTD Technology 2,472,351.0 $34.9M 0.02% -57K -2.3% $14.12 -21.7%
837 GIB CGI INC Technology 476,801.0 $34.8M 0.02% +198K +70.7% $73.09 -9.7%
838 ARMOUR RESIDENTIAL REIT INC 2,085,529.0 $34.8M 0.02% +703K +50.8% $16.68
839 SO SOUTHERN CO Utilities 359,500.0 $34.7M 0.02% +29K +8.8% $96.52 -3.0%
840 ENPHASE ENERGY INC 38,785,000.0 $34.7M 0.02% +10.0M +34.7% $0.89
Page 42 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%