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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 132 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 MGA PUT MAGNA INTL INC Consumer Cyclical 63,800.0 $3.4M 0.00% NEW $53.32 +22.3%
2622 MBLY PUT MOBILEYE GLOBAL INC Consumer Cyclical 325,700.0 $3.4M 0.00% NEW $10.44 -4.0%
2623 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 33,700.0 $3.4M 0.00% NEW $100.89 -1.6%
2624 CNDT CONDUENT INC Technology 1,768,794.0 $3.4M 0.00% NEW $1.92 -7.3%
2625 IP INTERNATIONAL PAPER CO Consumer Cyclical 86,132.0 $3.4M 0.00% NEW $39.39 -19.2%
2626 APOG APOGEE ENTERPRISES INC Industrials 93,168.0 $3.4M 0.00% NEW $36.41 +0.7%
2627 BOH BANK HAWAII CORP Financial Services 49,612.0 $3.4M 0.00% NEW $68.37 +14.4%
2628 BROS PUT DUTCH BROS INC Consumer Cyclical 55,400.0 $3.4M 0.00% NEW $61.22 -13.5%
2629 SIGA SIGA TECHNOLOGIES INC Healthcare 554,571.0 $3.4M 0.00% NEW $6.11 -23.5%
2630 PUT DAVE INC 15,300.0 $3.4M 0.00% NEW $221.41
2631 EAT CALL BRINKER INTL INC Consumer Cyclical 23,600.0 $3.4M 0.00% NEW $143.52 -3.0%
2632 CALL BUNGE GLOBAL SA 38,000.0 $3.4M 0.00% NEW $89.08
2633 CRCT CRICUT INC Technology 683,767.0 $3.4M 0.00% NEW $4.95 -17.6%
2634 ESTC PUT ELASTIC N V Technology 44,800.0 $3.4M 0.00% NEW $75.44 -27.6%
2635 GOGO GOGO INC Communication Services 724,083.0 $3.4M 0.00% NEW $4.66 -4.0%
2636 GCI LIBERTY INC 91,477.0 $3.4M 0.00% NEW $36.87
2637 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 52,900.0 $3.4M 0.00% NEW $63.72 +53.2%
2638 CALL OUSTER INC 155,700.0 $3.4M 0.00% NEW $21.64
2639 PGAC PANTAGES CAPITAL ACQUISITION Financial Services 325,000.0 $3.4M 0.00% NEW $10.36 +1.8%
2640 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 268,800.0 $3.4M 0.00% NEW $12.49 -42.9%
Page 132 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%