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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 61 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 TD TORONTO DOMINION BK ONT Financial Services 199,029.0 $18.6M 0.01% +164K +463.0% $93.36 +17.4%
1202 GFF GRIFFON CORP Industrials 255,616.0 $18.6M 0.01% -90K -26.1% $72.68 +16.5%
1203 NNN NNN REIT INC Real Estate 441,929.0 $18.6M 0.01% +333K +305.8% $42.03 +7.0%
1204 MCK CALL MCKESSON CORP Healthcare 21,400.0 $18.5M 0.01% -25K -53.6% $865.36 -11.4%
1205 UGI UGI CORP NEW Utilities 508,133.0 $18.5M 0.01% NEW $36.42 -3.6%
1206 RDW REDWIRE CORPORATION Industrials 2,176,381.0 $18.5M 0.01% NEW $8.50 +73.8%
1207 GLW CORNING INC Technology 136,049.0 $18.5M 0.01% -65K -32.2% $135.97 +41.1%
1208 KLIC KULICKE & SOFFA INDS INC Technology 281,182.0 $18.5M 0.01% +201K +250.8% $65.72 +53.8%
1209 URGN UROGEN PHARMA LTD Healthcare 1,023,159.0 $18.4M 0.01% +61K +6.3% $17.98 +68.1%
1210 EPR EPR PPTYS Real Estate 367,293.0 $18.3M 0.01% -15K -4.0% $49.96 +17.5%
1211 SKM SK TELECOM CO LTD Communication Services 624,908.0 $18.3M 0.01% +211K +51.1% $29.29 +29.6%
1212 KGC KINROSS GOLD CORP Basic Materials 599,331.0 $18.3M 0.01% -277K -31.6% $30.53 -6.1%
1213 ON ON SEMICONDUCTOR CORP Technology 294,860.0 $18.3M 0.01% -1.6M -84.7% $61.92 +77.0%
1214 TTI TETRA TECHNOLOGIES INC DEL Energy 2,136,547.0 $18.2M 0.01% $8.52 +22.3%
1215 IIPR INNOVATIVE INDL PPTYS INC Real Estate 362,714.0 $18.2M 0.01% -110K -23.3% $50.16 +12.4%
1216 SAIA SAIA INC Industrials 51,753.0 $18.2M 0.01% -182K -77.9% $351.28 +32.8%
1217 TPG TPG INC Financial Services 447,728.0 $18.1M 0.01% NEW $40.51 +0.4%
1218 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,075,386.0 $18.1M 0.01% NEW $16.86 -9.3%
1219 CHEF CHEFS WHSE INC Consumer Defensive 304,924.0 $18.1M 0.01% +28K +10.0% $59.45 +31.3%
1220 IWO ISHARES TR 57,516.0 $18.0M 0.01% +41K +253.2% $313.81 +17.3%
Page 61 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%