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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 65 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 VCEL VERICEL CORP Healthcare 452,289.0 $20.1M 0.01% +157K +53.0% $44.49 -4.1%
1282 RITM RITHM CAPITAL CORP Real Estate 2,136,467.0 $20.1M 0.01% -355K -14.2% $9.39 +8.5%
1283 AXP PUT AMERICAN EXPRESS CO Financial Services 59,000.0 $20.0M 0.01% NEW $338.25 -0.7%
1284 PUT EXPAND ENERGY CORPORATION 218,500.0 $19.9M 0.01% -223K -50.5% $91.19
1285 ECPG ENCORE CAP GROUP INC Financial Services 213,282.0 $19.9M 0.01% -309K -59.2% $93.29 +8.5%
1286 REPL REPLIMUNE GROUP INC Healthcare 1,789,964.0 $19.8M 0.01% -547K -23.4% $11.07 +33.4%
1287 INNIO NV 500,000.0 $19.8M 0.01% NEW $39.55
1288 EME CALL EMCOR GROUP INC Industrials 23,800.0 $19.8M 0.01% +6K +37.6% $829.88 -6.4%
1289 IMAX IMAX CORP Communication Services 494,952.0 $19.7M 0.01% +238K +92.7% $39.86 +32.3%
1290 TPB TURNING PT BRANDS INC Consumer Defensive 231,691.0 $19.6M 0.01% +100K +75.6% $84.81 -1.7%
1291 AIN ALBANY INTL CORP Consumer Cyclical 263,566.0 $19.6M 0.01% -203K -43.5% $74.50 -20.7%
1292 KALU KAISER ALUMINIUM CORPORATION Basic Materials 100,368.0 $19.6M 0.01% +4K +4.6% $195.63 -21.2%
1293 VALE PUT VALE S A Basic Materials 1,305,000.0 $19.6M 0.01% +650K +99.2% $15.04 -3.0%
1294 WTI W & T OFFSHORE INC Energy 6,230,774.0 $19.6M 0.01% +3.3M +112.9% $3.15 +24.4%
1295 MCD PUT MCDONALDS CORP Consumer Cyclical 72,600.0 $19.6M 0.01% NEW $270.31 +0.2%
1296 SHEL CALL SHELL PLC Energy 253,000.0 $19.6M 0.01% +50K +24.4% $77.54 +20.4%
1297 RRC RANGE RES CORP Energy 527,401.0 $19.6M 0.01% -649K -55.2% $37.19 +10.4%
1298 TRANSMEDICS GROUP INC 18,000,000.0 $19.6M 0.01% NEW $1.09
1299 PENG PENGUIN SOLUTIONS INC Technology 256,454.0 $19.5M 0.01% +24K +10.1% $76.01 -30.8%
1300 MAIN MAIN STR CAP CORP Financial Services 375,318.0 $19.5M 0.01% -168K -30.9% $51.88 +12.4%
Page 65 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%