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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 69 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 PRAA PRA GROUP INC Financial Services 821,614.0 $14.4M 0.01% -52K -5.9% $17.50 -16.9%
1362 JOBY JOBY AVIATION INC Industrials 1,739,770.0 $14.4M 0.01% -10.4M -85.6% $8.26 +25.9%
1363 AZTA AZENTA INC Healthcare 679,155.0 $14.4M 0.01% +159K +30.6% $21.13 -7.5%
1364 AGNC AGNC INVT CORP Real Estate 1,430,246.0 $14.3M 0.01% +875K +157.4% $10.03 +2.3%
1365 HEICO CORP NEW 67,814.0 $14.3M 0.01% -20K -22.7% $211.09
1366 JJSF J & J SNACK FOODS CORP Consumer Defensive 180,160.0 $14.3M 0.01% +78K +76.5% $79.27 -7.0%
1367 V PUT VISA INC Financial Services 47,100.0 $14.2M 0.01% -36K -43.0% $302.24 +9.4%
1368 LZB LA Z BOY INC Consumer Cyclical 442,011.0 $14.2M 0.01% -67K -13.2% $32.14 +14.4%
1369 STKL SUNOPTA INC Consumer Defensive 2,192,061.0 $14.2M 0.01% +1.0M +89.7% $6.48 +0.3%
1370 PHM PULTE GROUP INC Consumer Cyclical 120,705.0 $14.2M 0.01% +102K +559.1% $117.61 -1.1%
1371 GROY GOLD ROYALTY CORP Basic Materials 3,963,495.0 $14.2M 0.01% +292K +8.0% $3.58 -10.1%
1372 PHG KONINKLIJKE PHILIPS N V Healthcare 517,229.0 $14.2M 0.01% +308K +147.3% $27.40 -2.4%
1373 SSD SIMPSON MFG INC Industrials 82,463.0 $14.2M 0.01% -18K -18.1% $171.62 +7.8%
1374 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 151,281.0 $14.1M 0.01% +36K +31.4% $93.48 -5.5%
1375 OKLO PUT OKLO INC Utilities 285,000.0 $14.1M 0.01% NEW $49.59 +31.3%
1376 CENTURION ACQUISITION CORP 1,309,906.0 $14.1M 0.01% $10.77
1377 WENN WEN ACQUISITION CORP Financial Services 1,384,342.0 $14.1M 0.01% $10.18 +0.8%
1378 HAL HALLIBURTON CO Energy 361,040.0 $14.1M 0.01% -1.0M -73.9% $38.99 +7.6%
1379 BILL BILL HOLDINGS INC Technology 366,211.0 $14.0M 0.01% +312K +573.4% $38.30 -4.8%
1380 D. BORAL ARC ACQ I CORP. 1,385,950.0 $14.0M 0.01% $10.12
Page 69 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%