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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 64 of 87  ·  1,723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 146,969.0 $4.0M 0.00% +87K +145.7% $27.35 +27.2%
1262 ONON CALL ON HLDG AG Consumer Cyclical 113,300.0 $4.0M 0.00% +72K +177.0% $35.42 -15.6%
1263 BK CALL BANK OF NY MELLON CORP Financial Services 27,600.0 $4.0M 0.00% +19K +232.5% $144.61 -0.6%
1264 THRM GENTHERM INC Consumer Cyclical 116,977.0 $4.0M 0.00% +4K +3.9% $34.11 +19.2%
1265 WLY WILEY JOHN & SONS INC Communication Services 82,145.0 $4.0M 0.00% +68K +464.4% $48.51 +7.4%
1266 TX TERNIUM SA Basic Materials 92,707.0 $4.0M 0.00% +22K +31.7% $42.70 +27.0%
1267 AMTM AMENTUM HOLDINGS INC Industrials 191,488.0 $4.0M 0.00% +125K +189.4% $20.67 -0.3%
1268 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 489,750.0 $3.9M 0.00% +385K +367.5% $8.06 -3.2%
1269 KIM KIMCO REALTY CORP Real Estate 155,600.0 $3.9M 0.00% +75K +92.8% $25.35 -4.7%
1270 MTRX MATRIX SVC CO Industrials 287,612.0 $3.9M 0.00% +218K +313.6% $13.70 -18.4%
1271 NTGR NETGEAR INC Technology 167,833.0 $3.9M 0.00% +91K +117.4% $23.35 -9.6%
1272 APLE APPLE HOSPITALITY REIT INC Real Estate 233,022.0 $3.9M 0.00% +111K +91.6% $16.81 -1.8%
1273 NNE CALL NANO NUCLEAR ENERGY INC Industrials 184,800.0 $3.9M 0.00% +35K +23.2% $21.14 -13.8%
1274 HE HAWAIIAN ELEC INDS INC MTN B Utilities 285,593.0 $3.9M 0.00% +176K +160.0% $13.53 -14.2%
1275 SCSC SCANSOURCE INC Technology 73,649.0 $3.8M 0.00% +44K +150.5% $52.09 +8.3%
1276 BWXT BWX TECHNOLOGIES INC Industrials 19,629.0 $3.8M 0.00% +1K +5.4% $194.65 -19.6%
1277 SFIX STITCH FIX INC Consumer Cyclical 913,623.0 $3.8M 0.00% +607K +197.8% $4.11 -18.7%
1278 ONDS ONDAS INC Technology 455,200.0 $3.8M 0.00% +370K +432.3% $8.24 +1.7%
1279 CERT CERTARA INC Healthcare 567,685.0 $3.7M 0.00% +250K +78.5% $6.55 +33.3%
1280 IBEX IBEX LTD Technology 121,842.0 $3.7M 0.00% +66K +118.8% $30.37 +19.0%
Page 64 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%