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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 95 of 224  ·  4,470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 SU SUNCOR ENERGY INC NEW Energy 110,469.0 $7.3M 0.00% -952K -89.6% $66.12 +2.6%
1882 IMSR TERRESTRIAL ENERGY INC Energy 1,214,777.0 $7.3M 0.00% +135K +12.5% $6.01 +15.4%
1883 GRPN GROUPON INC Communication Services 610,598.0 $7.3M 0.00% -138K -18.4% $11.90 +53.1%
1884 DOO BRP INC Consumer Cyclical 101,156.0 $7.3M 0.00% -7K -6.4% $71.83 -23.7%
1885 DRUGS MADE IN AMER ACQUTN CO 690,000.0 $7.2M 0.00% $10.50
1886 NOK PUT NOKIA CORP Technology 900,000.0 $7.2M 0.00% $8.04 +76.4%
1887 DAL CALL DELTA AIR LINES INC Industrials 108,600.0 $7.2M 0.00% -306K -73.8% $66.48 +13.8%
1888 ACDC PROFRAC HLDG CORP Energy 1,162,917.0 $7.2M 0.00% +150K +14.8% $6.20 +19.4%
1889 BTU CALL PEABODY ENGR CORP Energy 218,600.0 $7.2M 0.00% -39K -15.3% $32.95 -25.9%
1890 CBZ CBIZ INC Industrials 268,219.0 $7.2M 0.00% +231K +628.0% $26.85 +19.4%
1891 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 719,997.0 $7.2M 0.00% $9.98 +0.2%
1892 TRS TRIMAS CORP Consumer Cyclical 199,889.0 $7.2M 0.00% +134K +204.3% $35.94 +9.1%
1893 MKL MARKEL GROUP INC Financial Services 3,753.0 $7.2M 0.00% +70.0 +1.9% $1914.07 -3.2%
1894 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 108,585.0 $7.2M 0.00% -159K -59.5% $66.11 +5.8%
1895 POWL POWELL INDS INC Industrials 13,247.0 $7.2M 0.00% -640.0 -4.6% $541.08 -49.9%
1896 ALEC ALECTOR INC Healthcare 3,332,835.0 $7.2M 0.00% +968K +40.9% $2.15 +2.8%
1897 ALLIED GOLD CORP 230,976.0 $7.2M 0.00% -291K -55.8% $30.99
1898 CSIQ CALL CANADIAN SOLAR INC Energy 516,300.0 $7.2M 0.00% -86K -14.3% $13.85 +30.7%
1899 MIR PUT MIRION TECHNOLOGIES INC Industrials 384,000.0 $7.1M 0.00% $18.59 -5.3%
1900 INFY INFOSYS LTD Technology 528,325.0 $7.1M 0.00% -2.2M -80.5% $13.51 -6.4%
Page 95 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%