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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 55 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HLI HOULIHAN LOKEY INC Financial Services 148,240.0 $25.8M 0.01% NEW $174.19 -13.0%
1082 DLB DOLBY LABORATORIES INC Technology 401,788.0 $25.8M 0.01% NEW $64.22 -15.8%
1083 GIB CGI INC Technology 279,262.0 $25.8M 0.01% NEW $92.35 -28.5%
1084 GBX GREENBRIER COS INC Industrials 551,762.0 $25.8M 0.01% NEW $46.74 +4.2%
1085 RVLV REVOLVE GROUP INC Consumer Cyclical 853,851.0 $25.8M 0.01% NEW $30.19 -36.8%
1086 CAR AVIS BUDGET GROUP Industrials 200,280.0 $25.7M 0.01% NEW $128.32 +22.9%
1087 ANET PUT ARISTA NETWORKS INC Technology 196,100.0 $25.7M 0.01% NEW $131.03 +13.4%
1088 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 1,219,609.0 $25.6M 0.01% NEW $21.01 -5.9%
1089 ESPR ESPERION THERAPEUTICS INC NE Healthcare 6,903,483.0 $25.5M 0.01% NEW $3.70 -15.4%
1090 ENPH PUT ENPHASE ENERGY INC Energy 796,600.0 $25.5M 0.01% NEW $32.05 +94.5%
1091 ALKS ALKERMES PLC Healthcare 911,272.0 $25.5M 0.01% NEW $27.98 +32.1%
1092 MS CALL MORGAN STANLEY Financial Services 143,500.0 $25.5M 0.01% NEW $177.53 +12.9%
1093 GFF GRIFFON CORP Industrials 345,797.0 $25.5M 0.01% NEW $73.65 +14.9%
1094 BEPC BROOKFIELD RENEWABLE CORP Utilities 663,906.0 $25.5M 0.01% NEW $38.35 -1.9%
1095 CHE CHEMED CORP NEW Healthcare 59,473.0 $25.4M 0.01% NEW $427.86 +3.2%
1096 ELF PUT E L F BEAUTY INC Consumer Defensive 334,600.0 $25.4M 0.01% NEW $76.04 -30.1%
1097 CVE CENOVUS ENERGY INC Energy 1,502,453.0 $25.4M 0.01% NEW $16.92 +79.1%
1098 GNRC PUT GENERAC HLDGS INC Industrials 186,200.0 $25.4M 0.01% NEW $136.37 +81.7%
1099 NU NU HLDGS LTD Financial Services 1,511,953.0 $25.3M 0.01% NEW $16.74 -21.4%
1100 NTR PUT NUTRIEN LTD Basic Materials 410,000.0 $25.3M 0.01% NEW $61.73 +13.8%
Page 55 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%