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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 115 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 MTW MANITOWOC CO INC Industrials 425,158.0 $5.1M 0.00% NEW $11.99 -3.5%
2282 CLW CLEARWATER PAPER CORP Basic Materials 292,620.0 $5.1M 0.00% NEW $17.40 -19.1%
2283 NTCT NETSCOUT SYS INC Technology 188,085.0 $5.1M 0.00% NEW $27.06 +51.6%
2284 LI CALL LI AUTO INC Consumer Cyclical 300,000.0 $5.1M 0.00% NEW $16.93 -6.1%
2285 SILVERBOX CORP V 500,000.0 $5.1M 0.00% NEW $10.15
2286 SHC SOTERA HEALTH CO Healthcare 287,209.0 $5.1M 0.00% NEW $17.64 -11.2%
2287 FUBOTV INC 2,005,366.0 $5.1M 0.00% NEW $2.52
2288 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 173,836.0 $5.0M 0.00% NEW $29.00 -14.1%
2289 HMY PUT HARMONY GOLD MINING CO LTD Basic Materials 253,000.0 $5.0M 0.00% NEW $19.90 -15.8%
2290 EL LAUDER ESTEE COS INC Consumer Defensive 48,041.0 $5.0M 0.00% NEW $104.72 -15.7%
2291 SGML CALL SIGMA LITHIUM CORPORATION Basic Materials 381,100.0 $5.0M 0.00% NEW $13.19 +12.8%
2292 NTR NUTRIEN LTD Basic Materials 81,232.0 $5.0M 0.00% NEW $61.73 +13.6%
2293 NXDR NEXTDOOR HOLDINGS INC Communication Services 2,383,426.0 $5.0M 0.00% NEW $2.10 -3.8%
2294 MESHFLOW ACQUISITION CORP 500,000.0 $5.0M 0.00% NEW $10.00
2295 WEN PUT WENDYS CO Consumer Cyclical 600,000.0 $5.0M 0.00% NEW $8.33 -6.2%
2296 TCOM CALL TRIP COM GROUP LTD Consumer Cyclical 69,400.0 $5.0M 0.00% NEW $71.91 -35.5%
2297 INDIGO ACQUISITION CORP 495,000.0 $5.0M 0.00% NEW $10.08
2298 Z ZILLOW GROUP INC Communication Services 73,058.0 $5.0M 0.00% NEW $68.22 -46.1%
2299 CLEARWAY ENERGY INC 158,461.0 $5.0M 0.00% NEW $31.42
2300 SEZL SEZZLE INC Financial Services 78,203.0 $5.0M 0.00% NEW $63.47 +62.0%
Page 115 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%