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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 28 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CFR CULLEN FROST BANKERS INC Financial Services 216,054.0 $33.4M 0.02% +8K +3.6% $154.52 +6.8%
542 MADISON SQUARE GARDEN ENTMT 412,139.0 $33.3M 0.02% +95K +30.0% $80.89
543 IHI ISHARES TR 667,627.0 $33.0M 0.02% +338K +102.8% $49.41 +12.6%
544 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 180,100.0 $33.0M 0.02% +900.0 +0.5% $183.11 -0.2%
545 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 131,400.0 $32.8M 0.02% +47K +55.9% $249.98 -3.6%
546 LC HAPPEN INC Financial Services 1,576,086.0 $32.7M 0.02% +806K +104.8% $20.74 -7.4%
547 APOGEE THERAPEUTICS INC 246,086.0 $32.7M 0.02% +187K +318.3% $132.73
548 ONON ON HLDG AG Consumer Cyclical 920,124.0 $32.6M 0.02% +870K +1723.2% $35.42 -15.4%
549 LIBERTY GLOBAL LTD 2,854,713.0 $32.5M 0.01% +1.6M +120.9% $11.37
550 CDNA CAREDX INC Healthcare 1,137,660.0 $32.4M 0.01% +263K +30.0% $28.50 +64.1%
551 MKL CALL MARKEL GROUP INC Financial Services 16,600.0 $32.4M 0.01% +10K +151.5% $1953.01 -8.2%
552 BMY BRISTOL-MYERS SQUIBB CO Healthcare 559,407.0 $32.2M 0.01% +250K +80.5% $57.62 +14.2%
553 EPAC ENERPAC TOOL GROUP CORP Industrials 896,260.0 $32.1M 0.01% +181K +25.3% $35.86 +3.0%
554 STM STMICROELECTRONICS N V Technology 428,683.0 $32.1M 0.01% +378K +753.1% $74.89 -33.4%
555 UHAL U HAUL HOLDING COMPANY Industrials 489,815.0 $32.1M 0.01% +198K +67.6% $65.44 +9.7%
556 TROX TRONOX HOLDINGS PLC Basic Materials 5,059,637.0 $31.9M 0.01% +1.4M +38.9% $6.30 -10.9%
557 XRAY DENTSPLY SIRONA INC Healthcare 2,987,178.0 $31.7M 0.01% +554K +22.8% $10.61 +1.8%
558 SLF SUN LIFE FINANCIAL INC. Financial Services 403,192.0 $31.6M 0.01% +68K +20.4% $78.43 -0.3%
559 ZG ZILLOW GROUP INC Communication Services 1,002,861.0 $31.5M 0.01% +472K +88.8% $31.37 +16.7%
560 AFL AFLAC INC Financial Services 263,546.0 $30.9M 0.01% +161K +157.5% $117.25 -0.6%
Page 28 of 87  ·  1,723 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%