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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 121 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 KHC CALL KRAFT HEINZ CO Consumer Defensive 184,300.0 $4.5M 0.00% NEW $24.25 -1.6%
2402 ANGLOGOLD ASHANTI PLC 52,279.0 $4.5M 0.00% NEW $85.28
2403 RC READY CAPITAL CORP Real Estate 2,044,478.0 $4.5M 0.00% NEW $2.18 -18.3%
2404 MUX CALL MCEWEN INC. Basic Materials 240,600.0 $4.5M 0.00% NEW $18.51 +19.0%
2405 NABL N-ABLE INC Technology 593,615.0 $4.4M 0.00% NEW $7.48 -50.4%
2406 HMY HARMONY GOLD MINING CO LTD Basic Materials 222,789.0 $4.4M 0.00% NEW $19.90 -9.4%
2407 OR CALL OR ROYALTIES INC. Basic Materials 125,000.0 $4.4M 0.00% NEW $35.43 +4.2%
2408 POWL POWELL INDS INC Industrials 13,887.0 $4.4M 0.00% NEW $318.78 -8.4%
2409 BYD BOYD GAMING CORP Consumer Cyclical 51,794.0 $4.4M 0.00% NEW $85.24 -5.3%
2410 BLOK AMPLIFY ETF TR 77,576.0 $4.4M 0.00% NEW $56.89 +14.4%
2411 IPI INTREPID POTASH INC Basic Materials 159,012.0 $4.4M 0.00% NEW $27.73 +43.5%
2412 UEC URANIUM ENERGY CORP Energy 377,199.0 $4.4M 0.00% NEW $11.68 +15.7%
2413 PSO PEARSON PLC Communication Services 313,579.0 $4.4M 0.00% NEW $14.04 +8.3%
2414 LI PUT LI AUTO INC Consumer Cyclical 260,000.0 $4.4M 0.00% NEW $16.93 -6.2%
2415 STKL SUNOPTA INC Consumer Defensive 1,155,870.0 $4.4M 0.00% NEW $3.80 +71.0%
2416 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 116,886.0 $4.4M 0.00% NEW $37.45 +61.1%
2417 LKFN LAKELAND FINL CORP Financial Services 76,503.0 $4.4M 0.00% NEW $57.06 +6.4%
2418 MEI METHODE ELECTRS INC Technology 657,016.0 $4.4M 0.00% NEW $6.64 +75.8%
2419 SXC SUNCOKE ENERGY INC Energy 604,396.0 $4.4M 0.00% NEW $7.20 +23.2%
2420 VECO VEECO INSTRS INC DEL Technology 152,178.0 $4.3M 0.00% NEW $28.58 +118.6%
Page 121 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%