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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 47 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 AMR ALPHA METALLURGICAL RESOUR I Energy 143,197.0 $29.4M 0.02% -13K -8.3% $205.27 -13.5%
922 NEM CALL NEWMONT CORP Basic Materials 271,200.0 $29.4M 0.02% +186K +216.4% $108.25 -0.9%
923 REX REX AMERICAN RES CORP Basic Materials 643,895.0 $29.3M 0.02% +17K +2.8% $45.57 +8.3%
924 SNN SMITH & NEPHEW PLC Healthcare 911,727.0 $29.0M 0.02% +652K +251.3% $31.78 -3.7%
925 DGX QUEST DIAGNOSTICS INC Healthcare 147,727.0 $29.0M 0.02% -181K -55.1% $195.98 -2.1%
926 MATX MATSON INC Industrials 176,547.0 $28.9M 0.02% -272K -60.6% $163.94 +12.2%
927 B PUT BARRICK MNG CORP Basic Materials 707,400.0 $28.9M 0.02% -128K -15.3% $40.80 +0.1%
928 SGML SIGMA LITHIUM CORPORATION Basic Materials 2,337,913.0 $28.8M 0.02% +1.4M +160.5% $12.34 +25.6%
929 JD JD.COM INC Consumer Cyclical 974,453.0 $28.8M 0.02% +59K +6.4% $29.57 +5.9%
930 MAIN MAIN STR CAP CORP Financial Services 543,325.0 $28.8M 0.02% +265K +95.1% $52.96 -4.1%
931 BRBR BELLRING BRANDS INC Consumer Defensive 1,788,251.0 $28.8M 0.02% -713K -28.5% $16.09 -45.4%
932 IRONWOOD PHARMACEUTICALS INC 29,150,000.0 $28.7M 0.02% +17.5M +150.2% $0.99
933 DOX AMDOCS LTD Technology 439,392.0 $28.7M 0.02% +242K +122.6% $65.26 -5.2%
934 TXN CALL TEXAS INSTRS INC Technology 147,700.0 $28.7M 0.02% -77K -34.2% $194.14 +53.0%
935 SATS CALL ECHOSTAR CORP Technology 244,700.0 $28.6M 0.02% -96K -28.1% $117.07 +15.5%
936 VIKING HOLDINGS LTD 389,362.0 $28.6M 0.02% +146K +59.9% $73.48
937 SUNRUN INC 24,000,000.0 $28.6M 0.02% -2.5M -9.4% $1.19
938 CFR CULLEN FROST BANKERS INC Financial Services 208,509.0 $28.6M 0.02% +60K +40.3% $137.08 +1.3%
939 PBR CALL PETROLEO BRASILEIRO S A Energy 1,375,400.0 $28.5M 0.02% +1.1M +485.3% $20.75 -1.7%
940 NTR PUT NUTRIEN LTD Basic Materials 378,000.0 $28.5M 0.02% -32K -7.8% $75.47 -6.5%
Page 47 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%