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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 182 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 HROW CALL HARROW INC Healthcare 18,000.0 $882K NEW $49.00 -32.7%
3622 SWKS PUT SKYWORKS SOLUTIONS INC Technology 13,900.0 $881K NEW $63.41 +17.3%
3623 TFC CALL TRUIST FINL CORP Financial Services 17,900.0 $881K NEW $49.21 -2.5%
3624 CNOB CONNECTONE BANCORP INC Financial Services 33,530.0 $879K NEW $26.22 +13.5%
3625 FF FUTUREFUEL CORP Basic Materials 275,445.0 $879K NEW $3.19 +27.9%
3626 GEO GEO GROUP INC NEW Industrials 54,497.0 $878K NEW $16.12 +43.4%
3627 TSSI CALL TSS INC DEL Technology 124,000.0 $877K NEW $7.07 +57.4%
3628 TWST TWIST BIOSCIENCE CORP Healthcare 27,581.0 $875K NEW $31.72 +69.2%
3629 AMERICAS GOLD AND SILVER COR 170,886.0 $873K NEW $5.11
3630 NEXT NEXTDECADE CORP Energy 165,483.0 $872K NEW $5.27 +60.3%
3631 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 600,692.0 $865K NEW $1.44 +234.0%
3632 HTLD HEARTLAND EXPRESS INC Industrials 95,502.0 $862K NEW $9.03 +58.1%
3633 HPK HIGHPEAK ENERGY INC Energy 181,377.0 $860K NEW $4.74 +54.0%
3634 CALL CANOPY GROWTH CORP 753,700.0 $859K NEW $1.14
3635 STRL PUT STERLING INFRASTRUCTURE INC Industrials 2,800.0 $857K NEW $306.23 +145.6%
3636 ERII ENERGY RECOVERY INC Industrials 63,095.0 $851K NEW $13.49 -36.1%
3637 SDY SPDR SERIES TRUST 6,116.0 $851K NEW $139.16 +6.9%
3638 STGW STAGWELL INC Communication Services 173,540.0 $849K NEW $4.89 +27.2%
3639 SR SPIRE INC Utilities 10,254.0 $848K NEW $82.70 +4.8%
3640 BLACK HAWK ACQUISITION CORP 75,000.0 $844K NEW $11.25
Page 182 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%