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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 45 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BLBD BLUE BIRD CORP Consumer Cyclical 573,468.0 $32.6M 0.02% +22K +4.0% $56.79 +15.0%
882 TREX TREX INC Industrials 892,699.0 $32.5M 0.02% -872K -49.4% $36.42 -0.5%
883 ALL ALLSTATE CORP Financial Services 156,581.0 $32.5M 0.02% +43K +37.3% $207.34 +7.1%
884 AMRC AMERESCO INC Industrials 1,271,969.0 $32.4M 0.02% $25.50 +15.7%
885 RNR RENAISSANCERE HLDGS LTD Financial Services 109,060.0 $32.4M 0.02% -62K -36.1% $297.23 +1.6%
886 G GENPACT LIMITED Technology 868,226.0 $32.3M 0.02% +643K +285.6% $37.25 -15.0%
887 WDC CALL WESTERN DIGITAL CORP Technology 119,300.0 $32.3M 0.02% -242K -67.0% $270.49 +68.5%
888 IONS IONIS PHARMACEUTICALS INC Healthcare 429,599.0 $32.3M 0.02% +97K +29.1% $75.09 -1.7%
889 POST POST HLDGS INC Consumer Defensive 325,780.0 $32.2M 0.02% +8K +2.5% $98.86 -1.2%
890 SUPN SUPERNUS PHARMACEUTICALS Healthcare 622,450.0 $32.2M 0.02% -86K -12.1% $51.69 -7.9%
891 MGP INGREDIENTS INC NEW 33,300,000.0 $32.1M 0.02% +7.3M +28.1% $0.97
892 ANAB ANAPTYSBIO INC Healthcare 579,296.0 $32.1M 0.02% -91K -13.6% $55.46 +8.3%
893 GEV CALL GE VERNOVA INC Utilities 36,700.0 $32.0M 0.02% -13K -25.6% $872.90 +15.9%
894 RBLX CALL ROBLOX CORP Technology 566,200.0 $32.0M 0.02% -178K -23.9% $56.56 -21.4%
895 RH PUT RH Consumer Cyclical 228,300.0 $31.9M 0.02% -78K -25.4% $139.82 -12.6%
896 NYT NEW YORK TIMES CO MTN BE Communication Services 378,716.0 $31.7M 0.02% -243K -39.1% $83.73 -10.1%
897 TRN TRINITY INDS INC Industrials 980,469.0 $31.6M 0.02% +157K +19.1% $32.18 +3.3%
898 GGB GERDAU SA Basic Materials 8,717,288.0 $31.5M 0.02% +7.1M +439.6% $3.61 +26.3%
899 HD PUT HOME DEPOT INC Consumer Cyclical 95,600.0 $31.4M 0.02% -66K -41.0% $328.89 -8.0%
900 ZIFF DAVIS INC 32,009,000.0 $31.4M 0.02% $0.98
Page 45 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%