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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 29 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SLB SLB LIMITED Energy 660,468.0 $30.7M 0.01% +166K +33.6% $46.49 +15.2%
562 FLAGSTAR BANK NATIONAL ASSOC 2,051,450.0 $30.6M 0.01% +2.0M +2309.4% $14.94
563 ISRG PUT INTUITIVE SURGICAL INC Healthcare 77,000.0 $30.6M 0.01% +5K +6.7% $397.68 -5.8%
564 PUT HUT 8 CORP 264,500.0 $30.5M 0.01% +234K +756.0% $115.44
565 VRT CALL VERTIV HOLDINGS CO Industrials 91,100.0 $30.5M 0.01% +28K +43.5% $334.82 -21.0%
566 WAFD WAFD INC Financial Services 790,567.0 $30.3M 0.01% +239K +43.3% $38.37 -4.5%
567 AVBP ARRIVENT BIOPHARMA INC Healthcare 872,011.0 $30.3M 0.01% +503K +136.4% $34.74 -16.0%
568 STN STANTEC INC Industrials 437,000.0 $30.1M 0.01% +132K +43.5% $68.90 +7.2%
569 CALL BUNGE GLOBAL SA 281,600.0 $30.1M 0.01% +168K +147.4% $106.73
570 BORR DRILLING LTD 7,248,907.0 $29.9M 0.01% +1.0M +16.1% $4.13
571 MTG MGIC INVT CORP WIS Financial Services 1,050,927.0 $29.6M 0.01% +160K +18.0% $28.20 +8.9%
572 MFC MANULIFE FINL CORP Financial Services 728,603.0 $29.5M 0.01% +310K +74.2% $40.51 +4.8%
573 TRMD TORM PLC Energy 1,132,130.0 $29.5M 0.01% +529K +87.8% $26.06 +19.2%
574 OXY CALL OCCIDENTAL PETE CORP Energy 605,600.0 $29.4M 0.01% +252K +71.5% $48.57 +26.7%
575 ENPH CALL ENPHASE ENERGY INC Energy 586,700.0 $28.9M 0.01% +477K +433.9% $49.24 -22.1%
576 VAL VALARIS LTD Energy 396,996.0 $28.8M 0.01% +61K +18.1% $72.60 +22.6%
577 HMC HONDA MOTOR CO LTD Consumer Cyclical 1,055,372.0 $28.6M 0.01% +291K +38.1% $27.11 +20.3%
578 VFC V F CORP Consumer Cyclical 1,712,736.0 $28.6M 0.01% +285K +19.9% $16.68 -16.4%
579 ESNT ESSENT GROUP LTD Financial Services 443,702.0 $28.5M 0.01% +114K +34.7% $64.28 +6.6%
580 VNET VNET GROUP INC Technology 3,531,345.0 $28.4M 0.01% +1.0M +39.7% $8.04 -17.3%
Page 29 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%