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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 134 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 BDC BELDEN INC Technology 28,079.0 $3.3M 0.00% NEW $116.55 -7.2%
2662 QUAD QUAD / GRAPHICS INC Industrials 521,780.0 $3.3M 0.00% NEW $6.27 +14.0%
2663 ALG ALAMO GROUP INC Industrials 19,483.0 $3.3M 0.00% NEW $167.87 -9.6%
2664 AGX CALL ARGAN INC Industrials 10,400.0 $3.3M 0.00% NEW $313.32 +114.6%
2665 ITRI ITRON INC Technology 35,082.0 $3.3M 0.00% NEW $92.86 -9.1%
2666 ARE CALL ALEXANDRIA REAL ESTATE EQ IN Real Estate 66,500.0 $3.3M 0.00% NEW $48.94 -1.9%
2667 HUN PUT HUNTSMAN CORP Basic Materials 324,700.0 $3.2M 0.00% NEW $10.00 +47.3%
2668 BETA BETA TECHNOLOGIES INC Industrials 115,028.0 $3.2M 0.00% NEW $28.21 -40.0%
2669 APTIV PLC 42,625.0 $3.2M 0.00% NEW $76.09
2670 CIEN CIENA CORP Technology 13,856.0 $3.2M 0.00% NEW $233.87 +154.8%
2671 NI NISOURCE INC Utilities 77,335.0 $3.2M 0.00% NEW $41.76 +14.5%
2672 ALK PUT ALASKA AIR GROUP INC Industrials 64,200.0 $3.2M 0.00% NEW $50.30 -14.0%
2673 TE T1 ENERGY INC Industrials 483,149.0 $3.2M 0.00% NEW $6.68 +47.8%
2674 LNG PUT CHENIERE ENERGY INC Energy 16,600.0 $3.2M 0.00% NEW $194.39 +22.0%
2675 CLBK COLUMBIA FINL INC Financial Services 207,574.0 $3.2M 0.00% NEW $15.54 +31.8%
2676 CALL DIGITALBRIDGE GROUP INC 210,100.0 $3.2M 0.00% NEW $15.34
2677 OWL PUT BLUE OWL CAPITAL INC Financial Services 215,600.0 $3.2M 0.00% NEW $14.94 -32.5%
2678 IHS IHS HOLDING LIMITED Communication Services 430,032.0 $3.2M 0.00% NEW $7.46 +12.3%
2679 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 160,588.0 $3.2M 0.00% NEW $19.81 +140.3%
2680 GESHER ACQUISITION CORP. II 310,565.0 $3.2M 0.00% NEW $10.24
Page 134 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%