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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 72 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 1,200,000.0 $13.0M 0.01% $10.83 +7.1%
1422 L LOEWS CORP Financial Services 121,643.0 $13.0M 0.01% +84K +221.3% $106.74 +2.3%
1423 HNI HNI CORP Industrials 388,379.0 $13.0M 0.01% -535K -57.9% $33.39 -7.5%
1424 WDFC WD 40 CO Basic Materials 63,563.0 $13.0M 0.01% -2K -3.5% $203.94 +2.0%
1425 SFBS SERVISFIRST BANCSHARES INC Financial Services 177,692.0 $12.9M 0.01% +81K +84.2% $72.83 +6.0%
1426 ITGR INTEGER HLDGS CORP Healthcare 146,831.0 $12.9M 0.01% +50K +50.9% $88.00 +2.3%
1427 COIN COINBASE GLOBAL INC Financial Services 73,976.0 $12.9M 0.01% -82K -52.6% $174.61 +10.9%
1428 AXON CALL AXON ENTERPRISE INC Industrials 30,400.0 $12.9M 0.01% -13K -30.3% $424.69 -8.2%
1429 BLUE WTR ACQUISITION CORP. I 1,252,350.0 $12.9M 0.01% $10.29
1430 PRLB PROTO LABS INC Industrials 225,651.0 $12.9M 0.01% +13K +6.0% $57.02 +24.7%
1431 PNC PNC FINL SVCS GROUP INC Financial Services 61,622.0 $12.8M 0.01% -27K -30.5% $208.09 +4.2%
1432 OYSTER ENTERPRISES II ACQUIS 1,252,350.0 $12.8M 0.01% $10.22
1433 CGCT CARTESIAN GROWTH CORP III Financial Services 1,248,100.0 $12.8M 0.01% $10.25 +1.3%
1434 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 125,800.0 $12.8M 0.01% +39K +45.3% $101.55 -3.4%
1435 EME CALL EMCOR GROUP INC Industrials 17,300.0 $12.8M 0.01% +4K +31.1% $738.31 +15.0%
1436 CBT CABOT CORP Basic Materials 169,148.0 $12.7M 0.01% -122K -41.9% $75.31 +4.0%
1437 PIONEER ACQUISITION I CORP 1,252,350.0 $12.7M 0.01% $10.16
1438 HSAI HESAI GROUP Consumer Cyclical 665,404.0 $12.7M 0.01% -120K -15.3% $19.12 +9.3%
1439 HCC WARRIOR MET COAL INC Energy 136,467.0 $12.7M 0.01% NEW $93.15 -8.3%
1440 AEHR AEHR TEST SYS Technology 341,638.0 $12.7M 0.01% +51K +17.7% $37.08 +146.2%
Page 72 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%