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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 54 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NOMD NOMAD FOODS LTD Consumer Defensive 2,408,311.0 $23.1M 0.01% $9.61 +5.4%
1062 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,143,545.0 $23.1M 0.01% -79K -6.5% $20.22 +14.7%
1063 XLC SELECT SECTOR SPDR TR 208,024.0 $23.1M 0.01% NEW $110.86 +4.7%
1064 MARA PUT MARA HOLDINGS INC Financial Services 2,825,000.0 $23.1M 0.01% -369K -11.5% $8.16 +66.1%
1065 OXY CALL OCCIDENTAL PETE CORP Energy 353,100.0 $23.0M 0.01% -704K -66.6% $65.00 -9.5%
1066 CCJ CALL CAMECO CORP Energy 211,000.0 $22.9M 0.01% -44K -17.2% $108.61 -3.0%
1067 HTGC HERCULES CAPITAL INC Financial Services 1,548,960.0 $22.9M 0.01% +723K +87.6% $14.77 +4.7%
1068 T CALL AT&T INC Communication Services 786,700.0 $22.8M 0.01% -764K -49.3% $28.99 -14.0%
1069 CTRA COTERRA ENERGY INC Energy 648,772.0 $22.8M 0.01% NEW $35.14 -7.3%
1070 DRS LEONARDO DRS INC Industrials 511,759.0 $22.8M 0.01% -531K -50.9% $44.52 +0.1%
1071 SNOW SNOWFLAKE INC Technology 150,453.0 $22.7M 0.01% -158K -51.2% $150.82 +10.7%
1072 HUBS PUT HUBSPOT INC Technology 92,900.0 $22.7M 0.01% -15K -13.6% $244.10 -18.7%
1073 EA ELECTRONIC ARTS INC Communication Services 111,139.0 $22.7M 0.01% -313K -73.8% $203.87 -1.0%
1074 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 381,033.0 $22.6M 0.01% -92K -19.5% $59.27 -18.6%
1075 FSK FS KKR CAP CORP Financial Services 2,215,429.0 $22.6M 0.01% +1.0M +83.9% $10.18 +7.4%
1076 CATY CATHAY GEN BANCORP Financial Services 452,038.0 $22.5M 0.01% +114K +33.7% $49.86 +14.8%
1077 CLX PUT CLOROX CO DEL Consumer Defensive 217,200.0 $22.5M 0.01% +165K +318.5% $103.63 -8.2%
1078 WTRG ESSENTIAL UTILS INC Utilities 558,549.0 $22.5M 0.01% NEW $40.27 -9.3%
1079 CVE PUT CENOVUS ENERGY INC Energy 847,300.0 $22.5M 0.01% -340K -28.6% $26.53 +14.2%
1080 KEX KIRBY CORP Industrials 168,521.0 $22.4M 0.01% -187K -52.5% $132.88 +9.6%
Page 54 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%