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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 87 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 GPI PUT GROUP 1 AUTOMOTIVE INC Consumer Cyclical 38,300.0 $11.2M 0.01% +6K +16.8% $291.17 -10.9%
1722 FULC FULCRUM THERAPEUTICS INC Healthcare 3,044,385.0 $11.1M 0.01% +1.4M +87.5% $3.66 +4.9%
1723 GEO GEO GROUP INC Industrials 376,932.0 $11.1M 0.01% +280K +287.8% $29.55 +8.9%
1724 VSH VISHAY INTERTECHNOLOGY INC Technology 206,542.0 $11.1M 0.01% -118K -36.4% $53.78 -43.4%
1725 BHP CALL BHP BILLITON LIMITED Basic Materials 133,100.0 $11.1M 0.01% +64K +92.9% $83.31 +16.6%
1726 ATKR ATKORE INC Industrials 145,448.0 $11.1M 0.01% +84K +137.4% $76.04 +22.9%
1727 RKT PUT ROCKET COS INC Financial Services 701,700.0 $11.1M 0.01% +240K +52.0% $15.75 -10.5%
1728 HXL HEXCEL CORP NEW Industrials 110,343.0 $11.0M 0.01% -71K -39.2% $100.06 -7.5%
1729 TXN PUT TEXAS INSTRS INC Technology 37,000.0 $11.0M 0.01% -101K -73.2% $298.07 -13.1%
1730 CI PUT THE CIGNA GROUP Healthcare 40,000.0 $11.0M 0.01% +10K +33.3% $275.68 +1.7%
1731 PTEN PATTERSON-UTI ENERGY INC Energy 1,200,114.0 $11.0M 0.01% +940K +360.7% $9.18 +29.2%
1732 CVCO CAVCO INDS INC DEL Consumer Cyclical 17,902.0 $11.0M 0.01% +17K +2461.1% $614.38 -5.2%
1733 CLX CLOROX CO DEL Consumer Defensive 115,150.0 $11.0M 0.01% +50K +76.7% $95.44 +12.3%
1734 EGO ELDORADO GOLD CORP NEW Basic Materials 353,413.0 $11.0M 0.01% +102K +40.8% $31.09 +49.1%
1735 ENSG ENSIGN GROUP INC Healthcare 68,445.0 $11.0M 0.01% -60K -46.6% $160.30 +11.9%
1736 WKC WORLD KINECT CORPORATION Energy 332,207.0 $10.9M 0.01% +4K +1.2% $32.94 +8.1%
1737 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 1,067,343.0 $10.9M 0.01% $10.25 +0.5%
1738 FIRSTENERGY CORP 10,000,000.0 $10.9M 0.01% NEW $1.09
1739 NEE NEXTERA ENERGY INC Utilities 124,351.0 $10.9M 0.01% +16K +14.8% $87.77 -4.2%
1740 DUPONT DE NEMOURS INC 80,431.0 $10.9M 0.01% NEW $135.64
Page 87 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%