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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 54 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VAL VALARIS LTD Energy 396,996.0 $28.8M 0.01% +61K +18.1% $72.60 +20.9%
1062 PSTG EVERPURE INC 365,682.0 $28.8M 0.01% -273K -42.7% $78.79
1063 OXY PUT OCCIDENTAL PETE CORP Energy 592,800.0 $28.8M 0.01% -595K -50.1% $48.57 +26.2%
1064 COLB COLUMBIA BKG SYS INC Financial Services 897,711.0 $28.8M 0.01% NEW $32.05 -3.9%
1065 NUVATION BIO INC 27,500,000.0 $28.8M 0.01% NEW $1.05
1066 HMC HONDA MOTOR CO LTD Consumer Cyclical 1,055,372.0 $28.6M 0.01% +291K +38.1% $27.11 +23.1%
1067 VFC V F CORP Consumer Cyclical 1,712,736.0 $28.6M 0.01% +285K +19.9% $16.68 -13.8%
1068 ESNT ESSENT GROUP LTD Financial Services 443,702.0 $28.5M 0.01% +114K +34.7% $64.28 +5.9%
1069 HMY HARMONY GOLD MNG LTD Basic Materials 1,875,031.0 $28.5M 0.01% -518K -21.6% $15.21 +54.8%
1070 VNET VNET GROUP INC Technology 3,531,345.0 $28.4M 0.01% +1.0M +39.7% $8.04 -16.4%
1071 PBF PBF ENERGY INC Energy 623,051.0 $28.4M 0.01% -653K -51.2% $45.52 +61.5%
1072 GREENBRIER COS INC 24,652,000.0 $28.3M 0.01% +2.0M +8.8% $1.15
1073 UPSTART HLDGS INC 34,374,000.0 $28.2M 0.01% $0.82
1074 WHIRLPOOL CORP 800,000.0 $28.1M 0.01% $35.18
1075 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 4,846,031.0 $28.1M 0.01% +3.2M +187.0% $5.80 -7.9%
1076 UPST CALL UPSTART HLDGS INC Financial Services 793,200.0 $28.1M 0.01% +326K +69.8% $35.43 -14.5%
1077 AMAT CALL APPLIED MATLS INC Technology 38,800.0 $28.1M 0.01% -10K -20.5% $723.00 -31.9%
1078 MLI MUELLER INDS INC Industrials 228,049.0 $28.0M 0.01% -113K -33.1% $122.93 -48.6%
1079 WNC WABASH NATL CORP Industrials 2,068,519.0 $27.9M 0.01% -194K -8.6% $13.50 -11.0%
1080 ACVA ACV AUCTIONS INC Consumer Cyclical 3,880,826.0 $27.9M 0.01% -1.8M -31.4% $7.19 +3.3%
Page 54 of 242  ·  4,833 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 27.6%
Financial Services 18.4%
Healthcare 11.8%
Consumer Cyclical 11.5%
Industrials 10.5%
Communication Services 6.0%
Energy 4.3%
Basic Materials 3.8%
Consumer Defensive 3.3%
Real Estate 1.8%