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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $182.4B AUM 5,839 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 4558 New
Page 114 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 HY HYSTER-YALE INC Industrials 175,689.0 $5.2M 0.00% NEW $29.71 +14.0%
2262 NVR NVR INC Consumer Cyclical 714.0 $5.2M 0.00% NEW $7292.77 -17.2%
2263 BURL PUT BURLINGTON STORES INC Consumer Cyclical 18,000.0 $5.2M 0.00% NEW $288.85 +12.3%
2264 CIGI COLLIERS INTL GROUP INC Real Estate 35,352.0 $5.2M 0.00% NEW $147.01 -34.6%
2265 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 131,700.0 $5.2M 0.00% NEW $39.39 -20.6%
2266 CW CALL CURTISS WRIGHT CORP Industrials 9,400.0 $5.2M 0.00% NEW $551.27 +32.6%
2267 NIC NICOLET BANKSHARES INC Financial Services 42,697.0 $5.2M 0.00% NEW $121.30 +16.8%
2268 CYTK CALL CYTOKINETICS INC Healthcare 81,500.0 $5.2M 0.00% NEW $63.54 +21.1%
2269 HIMX HIMAX TECHNOLOGIES INC Technology 632,045.0 $5.2M 0.00% NEW $8.19 +156.9%
2270 TPR CALL TAPESTRY INC Consumer Cyclical 40,500.0 $5.2M 0.00% NEW $127.77 +8.4%
2271 HTZ CALL HERTZ GLOBAL HLDGS INC Industrials 1,006,600.0 $5.2M 0.00% NEW $5.14 +3.1%
2272 APELLIS PHARMACEUTICALS INC 5,000,000.0 $5.2M 0.00% NEW $1.03
2273 DNN DENISON MINES CORP Energy 1,945,700.0 $5.2M 0.00% NEW $2.65 +21.8%
2274 DUKE ENERGY CORP NEW 5,000,000.0 $5.2M 0.00% NEW $1.03
2275 MAX MEDIAALPHA INC Communication Services 397,380.0 $5.1M 0.00% NEW $12.95 -34.4%
2276 OKE CALL ONEOK INC NEW Energy 70,000.0 $5.1M 0.00% NEW $73.50 +27.9%
2277 PERIMETER ACQUISITION CORP I 500,000.0 $5.1M 0.00% NEW $10.28
2278 OBE OBSIDIAN ENERGY LTD Energy 836,600.0 $5.1M 0.00% NEW $6.14 +97.4%
2279 FLEX FLEX LTD Technology 84,910.0 $5.1M 0.00% NEW $60.42 +119.2%
2280 NAVN NAVAN INC Technology 300,072.0 $5.1M 0.00% NEW $17.08 +16.4%
Page 114 of 228  ·  4,558 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 28.3%
Consumer Cyclical 13.6%
Financial Services 13.1%
Healthcare 11.6%
Industrials 11.1%
Communication Services 7.3%
Basic Materials 4.3%
Consumer Defensive 4.0%
Energy 3.9%
Utilities 1.6%