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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 59 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 WNC WABASH NATL CORP Industrials 2,262,999.0 $19.5M 0.01% -331K -12.8% $8.62 -19.3%
1162 BALL BALL CORP Consumer Cyclical 329,671.0 $19.5M 0.01% +170K +106.1% $59.11 -4.7%
1163 VERX VERTEX INC Technology 1,638,922.0 $19.5M 0.01% +1.4M +494.1% $11.89 +13.6%
1164 F CALL FORD MTR CO Consumer Cyclical 1,687,200.0 $19.5M 0.01% -4.5M -72.9% $11.54 +18.5%
1165 CUSHMAN AND WAKEFIELD LTD 1,585,427.0 $19.4M 0.01% -195K -10.9% $12.26
1166 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 373,275.0 $19.4M 0.01% +106K +39.6% $51.98 +23.3%
1167 GPRE GREEN PLAINS INC Basic Materials 1,178,314.0 $19.4M 0.01% -369K -23.9% $16.45 -8.4%
1168 CHEESECAKE FACTORY INC 18,971,000.0 $19.3M 0.01% NEW $1.02
1169 Z ZILLOW GROUP INC Communication Services 466,796.0 $19.3M 0.01% +394K +538.9% $41.38 -11.9%
1170 ESNT ESSENT GROUP LTD Financial Services 329,387.0 $19.2M 0.01% +242K +276.6% $58.44 +5.9%
1171 GIII G III APPAREL GROUP LTD Consumer Cyclical 694,658.0 $19.2M 0.01% -227K -24.6% $27.70 +10.0%
1172 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 567,574.0 $19.2M 0.01% +124K +28.1% $33.85 +46.0%
1173 LITHIUM ARGENTINA AG 2,873,558.0 $19.2M 0.01% +2.3M +369.9% $6.68
1174 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 226,400.0 $19.2M 0.01% +93K +69.6% $84.59 +109.0%
1175 CRON CRONOS GROUP INC Healthcare 7,618,227.0 $19.1M 0.01% +759K +11.1% $2.51 +8.6%
1176 WFC CALL WELLS FARGO & CO Financial Services 240,000.0 $19.1M 0.01% -452K -65.3% $79.61 -4.8%
1177 SUNC SUNOCOCORP LLC Energy 309,788.0 $19.1M 0.01% +69K +28.8% $61.65 +16.5%
1178 XOM PUT EXXON MOBIL CORP Energy 112,500.0 $19.1M 0.01% +3K +2.6% $169.66 -7.9%
1179 BCC BOISE CASCADE CO DEL Basic Materials 250,700.0 $19.0M 0.01% -111K -30.6% $75.85 -11.5%
1180 EC ECOPETROL S A Energy 1,267,720.0 $19.0M 0.01% +577K +83.6% $14.99 -7.5%
Page 59 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%