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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 60 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SHEL CALL SHELL PLC Energy 203,300.0 $18.9M 0.01% +49K +32.1% $93.00 -6.8%
1182 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 96,408.0 $18.8M 0.01% +48K +100.8% $195.41 -5.1%
1183 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 125,889.0 $18.8M 0.01% +54K +74.2% $149.52 +8.2%
1184 VIAV VIAVI SOLUTIONS INC Technology 565,244.0 $18.8M 0.01% -247K -30.4% $33.28 +44.5%
1185 CVBF CVB FINL CORP Financial Services 969,274.0 $18.8M 0.01% +829K +591.2% $19.39 +4.8%
1186 BMY BRISTOL-MYERS SQUIBB CO Healthcare 309,838.0 $18.8M 0.01% +10K +3.3% $60.65 -1.8%
1187 NVR NVR INC Consumer Cyclical 2,850.0 $18.8M 0.01% +2K +299.2% $6589.83 -8.2%
1188 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 194,400.0 $18.8M 0.01% +187K +2492.0% $96.47 +2.3%
1189 UHS UNIVERSAL HLTH SVCS INC Healthcare 104,687.0 $18.7M 0.01% +69K +189.9% $178.97 -8.2%
1190 OKLO CALL OKLO INC Utilities 377,600.0 $18.7M 0.01% -1.1M -75.1% $49.59 +31.3%
1191 GNRC PUT GENERAC HLDGS INC Industrials 95,700.0 $18.7M 0.01% -90K -48.6% $195.33 +26.9%
1192 GCT GIGACLOUD TECHNOLOGY INC Technology 411,869.0 $18.7M 0.01% +26K +6.7% $45.38 -15.1%
1193 MADISON SQUARE GARDEN ENTMT 316,990.0 $18.7M 0.01% +126K +66.3% $58.91
1194 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 1,831,856.0 $18.7M 0.01% $10.19 +1.1%
1195 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 239,170.0 $18.7M 0.01% +112K +87.7% $78.03 -2.2%
1196 INTR INTER & CO INC Financial Services 2,341,067.0 $18.6M 0.01% +1.8M +309.8% $7.96 -19.6%
1197 EVTC EVERTEC INC Technology 659,596.0 $18.6M 0.01% -35K -5.1% $28.22 -12.7%
1198 WFRD WEATHERFORD INTL PLC Energy 196,766.0 $18.6M 0.01% -833K -80.9% $94.58 +17.8%
1199 DLTR DOLLAR TREE INC Consumer Defensive 169,700.0 $18.6M 0.01% +85K +99.8% $109.51 -12.6%
1200 HMC HONDA MOTOR CO LTD Consumer Cyclical 764,394.0 $18.6M 0.01% NEW $24.31 +8.0%
Page 60 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%