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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 155 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 VLO VALERO ENERGY CORP Energy 11,826.0 $1.9M 0.00% NEW $162.79 +55.9%
3082 REET ISHARES TR 77,139.0 $1.9M 0.00% NEW $24.95 +10.0%
3083 STT PUT STATE STR CORP Financial Services 14,900.0 $1.9M 0.00% NEW $129.01 +19.4%
3084 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 1,043,934.0 $1.9M 0.00% NEW $1.84 +128.3%
3085 SEZL PUT SEZZLE INC Financial Services 30,200.0 $1.9M 0.00% NEW $63.48 +65.3%
3086 IWN ISHARES TR 10,574.0 $1.9M 0.00% NEW $181.21 +15.8%
3087 NOG CALL NORTHERN OIL & GAS INC Energy 89,200.0 $1.9M 0.00% NEW $21.47 +10.0%
3088 NBR NABORS INDUSTRIES LTD Energy 35,264.0 $1.9M 0.00% NEW $54.30 +92.6%
3089 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,758.0 $1.9M 0.00% NEW $283.31 -23.0%
3090 XLRE SELECT SECTOR SPDR TR 47,331.0 $1.9M 0.00% NEW $40.35 +10.3%
3091 OSIS OSI SYSTEMS INC Technology 7,479.0 $1.9M 0.00% NEW $255.06 -18.5%
3092 CRCL CIRCLE INTERNET GROUP INC Financial Services 24,040.0 $1.9M 0.00% NEW $79.30 +44.9%
3093 SBLK STAR BULK CARRIERS CORP. Industrials 99,141.0 $1.9M 0.00% NEW $19.22 +38.9%
3094 GOTU GAOTU TECHEDU INC Consumer Defensive 821,154.0 $1.9M 0.00% NEW $2.32 -22.0%
3095 LW CALL LAMB WESTON HLDGS INC Consumer Defensive 45,400.0 $1.9M 0.00% NEW $41.89 +2.2%
3096 TILRAY BRANDS INC 2,000,000.0 $1.9M 0.00% NEW $0.95
3097 PUT FLAGSTAR BANK NATIONAL ASSOC 150,000.0 $1.9M 0.00% NEW $12.59
3098 XOP SPDR SERIES TRUST 14,923.0 $1.9M 0.00% NEW $126.26 +35.2%
3099 EFC ELLINGTON FINANCIAL INC Real Estate 138,540.0 $1.9M 0.00% NEW $13.58 -0.1%
3100 PUT APTIV PLC 24,700.0 $1.9M 0.00% NEW $76.09
Page 155 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%