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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 163 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 CNI CANADIAN NATL RY CO Industrials 15,806.0 $1.6M 0.00% NEW $98.86 +15.5%
3242 ALLY CALL ALLY FINL INC Financial Services 34,500.0 $1.6M 0.00% NEW $45.29 -5.6%
3243 LIONSGATE STUDIOS CORP 170,862.0 $1.6M 0.00% NEW $9.13
3244 BYD CALL BOYD GAMING CORP Consumer Cyclical 18,300.0 $1.6M 0.00% NEW $85.24 -6.6%
3245 RIBBON ACQUISITION CORP 150,000.0 $1.6M 0.00% NEW $10.39
3246 MRTN MARTEN TRANS LTD Industrials 136,501.0 $1.6M 0.00% NEW $11.38 +45.8%
3247 LEIDOS HOLDINGS INC 8,586.0 $1.5M 0.00% NEW $180.40
3248 CF PUT CF INDS HLDGS INC Basic Materials 20,000.0 $1.5M 0.00% NEW $77.34 +57.3%
3249 TMCI TREACE MED CONCEPTS INC Healthcare 630,130.0 $1.5M 0.00% NEW $2.45 +15.1%
3250 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 9,300.0 $1.5M 0.00% NEW $166.00 +7.4%
3251 FROG CALL JFROG LTD Technology 24,700.0 $1.5M 0.00% NEW $62.46 +14.4%
3252 FOUR SHIFT4 PMTS INC Technology 24,494.0 $1.5M 0.00% NEW $62.97 -30.9%
3253 FLO FLOWERS FOODS INC Consumer Defensive 141,689.0 $1.5M 0.00% NEW $10.88 -35.6%
3254 EME EMCOR GROUP INC Industrials 2,517.0 $1.5M 0.00% NEW $611.79 +38.8%
3255 TNDM PUT TANDEM DIABETES CARE INC Healthcare 70,000.0 $1.5M 0.00% NEW $21.98 -31.6%
3256 ALHC CALL ALIGNMENT HEALTHCARE INC Healthcare 77,800.0 $1.5M 0.00% NEW $19.75 -17.1%
3257 RHI PUT ROBERT HALF INC. Industrials 56,500.0 $1.5M 0.00% NEW $27.16 -3.4%
3258 SCVL SHOE CARNIVAL INC Consumer Cyclical 90,710.0 $1.5M 0.00% NEW $16.88 -6.6%
3259 LUV PUT SOUTHWEST AIRLS CO Industrials 37,000.0 $1.5M 0.00% NEW $41.33 -1.3%
3260 ARKF ARK ETF TR 32,105.0 $1.5M 0.00% NEW $47.63 -13.3%
Page 163 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%