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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 45 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SF STIFEL FINL CORP Financial Services 289,386.0 $36.2M 0.02% NEW $125.22 -42.0%
882 SBUX STARBUCKS CORP Consumer Cyclical 429,812.0 $36.2M 0.02% NEW $84.21 +26.3%
883 MFC MANULIFE FINL CORP Financial Services 993,719.0 $36.1M 0.02% NEW $36.32 +4.1%
884 WLK WESTLAKE CORPORATION Basic Materials 486,281.0 $36.0M 0.02% NEW $73.94 +19.9%
885 EHC ENCOMPASS HEALTH CORP Healthcare 338,326.0 $35.9M 0.02% NEW $106.14 -0.0%
886 HL HECLA MNG CO Basic Materials 1,866,228.0 $35.8M 0.02% NEW $19.19 -14.7%
887 ITT ITT INC Industrials 206,136.0 $35.8M 0.02% NEW $173.51 +10.1%
888 LOGI LOGITECH INTL S A Technology 355,172.0 $35.6M 0.02% NEW $100.22 +3.4%
889 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 488,040.0 $35.6M 0.02% NEW $72.88 -10.1%
890 DRS LEONARDO DRS INC Industrials 1,043,175.0 $35.6M 0.02% NEW $34.09 +25.6%
891 GWRE GUIDEWIRE SOFTWARE INC Technology 176,356.0 $35.4M 0.02% NEW $201.01 -30.3%
892 QS CALL QUANTUMSCAPE CORP Consumer Cyclical 3,391,700.0 $35.3M 0.02% NEW $10.42 -29.9%
893 UUUU ENERGY FUELS INC Energy 2,430,927.0 $35.3M 0.02% NEW $14.54 +11.3%
894 COIN COINBASE GLOBAL INC Financial Services 156,178.0 $35.3M 0.02% NEW $226.14 -14.5%
895 ALLY ALLY FINL INC Financial Services 779,780.0 $35.3M 0.02% NEW $45.29 -5.9%
896 ACGL ARCH CAP GROUP LTD Financial Services 366,917.0 $35.2M 0.02% NEW $95.92 +1.0%
897 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 707,982.0 $35.2M 0.02% NEW $49.70 -4.2%
898 B CALL BARRICK MNG CORP Basic Materials 807,100.0 $35.1M 0.02% NEW $43.55 -6.0%
899 MHK MOHAWK INDS INC Consumer Cyclical 321,414.0 $35.1M 0.02% NEW $109.30 -13.7%
900 IONIS PHARMACEUTICALS INC 25,500,000.0 $35.0M 0.02% NEW $1.37
Page 45 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%