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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 136 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 CNK CALL CINEMARK HLDGS INC Communication Services 132,700.0 $3.1M 0.00% NEW $23.24 +14.3%
2702 MNRO MONRO INC Consumer Cyclical 153,851.0 $3.1M 0.00% NEW $20.04 -15.0%
2703 IDR CALL IDAHO STRATEGIC RESOURCES Basic Materials 76,500.0 $3.1M 0.00% NEW $40.30 -6.0%
2704 THRM GENTHERM INC Consumer Cyclical 84,735.0 $3.1M 0.00% NEW $36.37 -8.5%
2705 COLA COLUMBUS ACQUISITION CORP Financial Services 297,000.0 $3.1M 0.00% NEW $10.35 +5.2%
2706 DGII DIGI INTL INC Technology 70,980.0 $3.1M 0.00% NEW $43.29 +55.8%
2707 ILMN ILLUMINA INC Healthcare 23,419.0 $3.1M 0.00% NEW $131.16 +10.5%
2708 JEF PUT JEFFERIES FINL GROUP INC Financial Services 49,500.0 $3.1M 0.00% NEW $61.97 -15.8%
2709 PUT FLUTTER ENTMT PLC 14,200.0 $3.1M 0.00% NEW $215.04
2710 ZIP ZIPRECRUITER INC Industrials 782,935.0 $3.1M 0.00% NEW $3.90 -16.2%
2711 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,190.0 $3.1M 0.00% NEW $1394.19 -21.0%
2712 FLAGSTAR BANK NATIONAL ASSOC 242,467.0 $3.1M 0.00% NEW $12.59
2713 FORGE GLOBAL HOLDINGS INC 68,395.0 $3.0M 0.00% NEW $44.56
2714 VOD VODAFONE GROUP PLC NEW Communication Services 230,327.0 $3.0M 0.00% NEW $13.21 +12.0%
2715 JAMF HLDG CORP 233,637.0 $3.0M 0.00% NEW $13.01
2716 DK CALL DELEK US HLDGS INC NEW Energy 102,400.0 $3.0M 0.00% NEW $29.66 +47.6%
2717 MGTX MEIRAGTX HLDGS PLC Healthcare 381,763.0 $3.0M 0.00% NEW $7.95 +19.2%
2718 STCE SCHWAB STRATEGIC TR 50,491.0 $3.0M 0.00% NEW $59.96 +28.3%
2719 ARGX PUT ARGENX SE Healthcare 3,600.0 $3.0M 0.00% NEW $840.95 -4.5%
2720 SAFEGUARD ACQUISITION CORP 300,000.0 $3.0M 0.00% NEW $10.09
Page 136 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%