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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 184 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 SSYS STRATASYS LTD Technology 94,529.0 $821K NEW $8.68 -3.7%
3662 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 285,806.0 $820K NEW $2.87 -12.9%
3663 GPOR GULFPORT ENERGY CORP Energy 3,937.0 $819K NEW $207.99 -13.9%
3664 ENCORE ENERGY CORP 329,944.0 $818K NEW $2.48
3665 IJH ISHARES TR 12,351.0 $815K NEW $66.00 +10.5%
3666 AIG PUT AMERICAN INTL GROUP INC Financial Services 9,500.0 $813K NEW $85.55 -8.1%
3667 SPT SPROUT SOCIAL INC Technology 71,898.0 $810K NEW $11.27 -39.7%
3668 MUSA PUT MURPHY USA INC Consumer Cyclical 2,000.0 $807K NEW $403.52 +34.9%
3669 NYT CALL NEW YORK TIMES CO Communication Services 11,600.0 $805K NEW $69.42 +7.0%
3670 STRA CALL STRATEGIC ED INC Consumer Defensive 10,000.0 $802K NEW $80.20 -0.3%
3671 VPG VISHAY PRECISION GROUP INC Technology 20,798.0 $801K NEW $38.50 +161.6%
3672 LMNR LIMONEIRA CO Consumer Defensive 63,394.0 $800K NEW $12.62 +1.5%
3673 RIO PUT RIO TINTO PLC Basic Materials 10,000.0 $800K NEW $80.03 +29.1%
3674 CPNG PUT COUPANG INC Consumer Cyclical 33,900.0 $800K NEW $23.59 -33.3%
3675 TDG CALL TRANSDIGM GROUP INC Industrials 600.0 $798K NEW $1329.85 -9.9%
3676 ZVIA ZEVIA PBC Consumer Defensive 343,874.0 $798K NEW $2.32 -34.5%
3677 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 20,200.0 $793K NEW $39.28 -1.9%
3678 PONY AI INC 54,586.0 $791K NEW $14.50
3679 REGCO REGENCY CTRS CORP Real Estate 11,453.0 $791K NEW $69.03 -66.9%
3680 VOE VANGUARD INDEX FDS 4,456.0 $790K NEW $177.37 +8.6%
Page 184 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%