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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 14 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APA CALL APA CORPORATION Energy 122,500.0 $4.0M 0.00% NEW $32.57 +29.3%
262 GXO PUT GXO LOGISTICS INCORPORATED Industrials 78,400.0 $4.0M 0.00% NEW $50.70 -7.3%
263 NEU CALL NEWMARKET CORP Basic Materials 5,000.0 $4.0M 0.00% NEW $791.24 +20.2%
264 TRG LATIN AMER ACQUIS CORP 400,000.0 $4.0M 0.00% NEW $9.89
265 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 151,249.0 $3.9M 0.00% NEW $26.08 +33.9%
266 IEZ ISHARES TR 144,813.0 $3.9M 0.00% NEW $26.90 +13.9%
267 CPA PUT COPA HOLDINGS SA Industrials 25,000.0 $3.9M 0.00% NEW $155.57 -14.8%
268 VDE VANGUARD WORLD FD 25,657.0 $3.9M 0.00% NEW $150.13 +19.0%
269 MKC MCCORMICK & CO INC Consumer Defensive 76,267.0 $3.8M 0.00% NEW $50.42 +7.0%
270 OLLI CALL OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 50,000.0 $3.8M 0.00% NEW $76.88 -2.2%
271 XLP SELECT SECTOR SPDR TR 45,936.0 $3.8M 0.00% NEW $83.07 +3.2%
272 IGF ISHARES TR 56,838.0 $3.8M 0.00% NEW $66.60 -1.0%
273 SPYD SPDR SERIES TRUST 78,337.0 $3.7M 0.00% NEW $47.71 +5.2%
274 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 375,000.0 $3.7M 0.00% NEW $9.86 +4.9%
275 CCB COASTAL FINL CORP WA Financial Services 47,565.0 $3.7M 0.00% NEW $77.51 -36.2%
276 SOLS PUT SOLSTICE ADVANCED MATLS INC Basic Materials 40,300.0 $3.6M 0.00% NEW $88.60 -30.9%
277 FDVV FIDELITY COVINGTON TRUST 59,062.0 $3.6M 0.00% NEW $60.29 +5.6%
278 FDX PUT FEDEX CORP Industrials 11,300.0 $3.5M 0.00% NEW $313.13 +5.9%
279 TRV TRAVELERS COMPANIES INC Financial Services 10,642.0 $3.5M 0.00% NEW $330.12 +10.4%
280 VPG CALL VISHAY PRECISION GROUP INC Technology 23,400.0 $3.5M 0.00% NEW $149.91 -51.4%
Page 14 of 47  ·  928 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%