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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 88 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 BW BABCOCK & WILCOX ENTERPRISES Industrials 772,100.0 $10.9M 0.01% $14.10 -45.5%
1742 LOW CALL LOWES COS INC Consumer Cyclical 49,300.0 $10.9M 0.01% +32K +193.4% $220.49 -1.6%
1743 HST HOST HOTELS & RESORTS INC Real Estate 457,325.0 $10.8M 0.01% +332K +264.4% $23.71 -2.2%
1744 DUOL PUT DUOLINGO INC Technology 94,200.0 $10.8M 0.01% -113K -54.5% $115.02 +27.7%
1745 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 1,218,269.0 $10.8M 0.01% -159K -11.5% $8.87 -5.1%
1746 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 618,430.0 $10.8M 0.01% NEW $17.41 +15.7%
1747 LAUNCH ONE ACQUISITION CORP 990,000.0 $10.8M 0.01% $10.86
1748 F CALL FORD MTR CO Consumer Cyclical 772,500.0 $10.7M 0.01% -915K -54.2% $13.90 +0.1%
1749 GRAF GLOBAL CORP 989,579.0 $10.7M 0.01% $10.85
1750 MOUNTAIN LAKE ACQUISIT CORP 1,080,000.0 $10.7M 0.01% +755K +232.3% $9.93
1751 VST CALL VISTRA CORP Utilities 67,500.0 $10.7M 0.01% -8K -10.5% $158.63 -14.5%
1752 SILVERBOX CORP IV 989,397.0 $10.7M 0.01% $10.81
1753 POWL POWELL INDS INC Industrials 37,283.0 $10.7M 0.01% +24K +181.4% $286.36 -34.0%
1754 WMK WEIS MKTS INC Consumer Defensive 136,332.0 $10.7M 0.01% +67K +97.8% $78.31 -9.3%
1755 GFL GFL ENVIRONMENTAL INC Industrials 290,038.0 $10.7M 0.01% -142K -32.8% $36.78 +12.8%
1756 SEI CALL SOLARIS ENERGY INFRAS INC Energy 132,500.0 $10.7M 0.01% +84K +173.2% $80.46 -33.5%
1757 EOG EOG RES INC Energy 82,149.0 $10.7M 0.01% +60K +279.3% $129.73 +15.8%
1758 IMO PUT IMPERIAL OIL LTD Energy 95,000.0 $10.7M 0.01% +75K +375.0% $112.18 +22.1%
1759 CHURCHILL CAP CORP XII 1,000,000.0 $10.7M 0.01% NEW $10.65
1760 MNTN INC 1,157,448.0 $10.6M 0.01% +681K +143.1% $9.20
Page 88 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%