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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 158 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 EME PUT EMCOR GROUP INC Industrials 2,900.0 $1.8M 0.00% NEW $611.79 +38.8%
3142 UAA CALL UNDER ARMOUR INC Consumer Cyclical 356,900.0 $1.8M 0.00% NEW $4.97 +3.6%
3143 PACS PACS GROUP INC Financial Services 46,127.0 $1.8M 0.00% NEW $38.39 -1.6%
3144 TRVI TREVI THERAPEUTICS INC Healthcare 141,312.0 $1.8M 0.00% NEW $12.52 +10.9%
3145 TFII CALL TFI INTL INC Industrials 17,100.0 $1.8M 0.00% NEW $103.37 +42.0%
3146 CAEP CANTOR EQUITY PARTNERS III I Financial Services 173,229.0 $1.8M 0.00% NEW $10.20 +47.1%
3147 WAY WAYSTAR HLDG CORP Technology 53,952.0 $1.8M 0.00% NEW $32.75 -41.3%
3148 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 5,600.0 $1.8M 0.00% NEW $314.84 +39.2%
3149 JACK JACK IN THE BOX INC Consumer Cyclical 92,967.0 $1.8M 0.00% NEW $18.95 -40.1%
3150 KBE SPDR SERIES TRUST 28,972.0 $1.8M 0.00% NEW $60.69 +4.6%
3151 ALLO ALLOGENE THERAPEUTICS INC Healthcare 1,282,971.0 $1.8M 0.00% NEW $1.37 +43.1%
3152 MERC MERCER INTL INC Basic Materials 885,918.0 $1.8M 0.00% NEW $1.98 -50.9%
3153 RRC CALL RANGE RES CORP Energy 49,700.0 $1.8M 0.00% NEW $35.26 +19.3%
3154 PENN PENN ENTERTAINMENT INC Consumer Cyclical 118,610.0 $1.7M 0.00% NEW $14.75 +13.2%
3155 CBL CBL & ASSOC PPTYS INC Real Estate 47,270.0 $1.7M 0.00% NEW $37.00 +29.6%
3156 TTAN SERVICETITAN INC Technology 16,416.0 $1.7M 0.00% NEW $106.50 -41.1%
3157 SVM SILVERCORP METALS INC Basic Materials 208,800.0 $1.7M 0.00% NEW $8.36 +50.2%
3158 BAH PUT BOOZ ALLEN HAMILTON HLDG COR Industrials 20,700.0 $1.7M 0.00% NEW $84.36 -9.5%
3159 SA PUT SEABRIDGE GOLD INC Basic Materials 58,900.0 $1.7M 0.00% NEW $29.59 +3.6%
3160 QUARTZSEA ACQUISITION CORP 170,012.0 $1.7M 0.00% NEW $10.25
Page 158 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%