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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 58 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FIX PUT COMFORT SYS USA INC Industrials 25,600.0 $23.9M 0.01% NEW $933.29 +96.5%
1142 EXTR EXTREME NETWORKS Technology 1,432,905.0 $23.9M 0.01% NEW $16.65 +43.5%
1143 PRI PRIMERICA INC Financial Services 92,147.0 $23.8M 0.01% NEW $258.36 +8.8%
1144 ALL ALLSTATE CORP Financial Services 114,071.0 $23.7M 0.01% NEW $208.15 +3.0%
1145 BGC BGC GROUP INC Financial Services 2,658,368.0 $23.7M 0.01% NEW $8.93 +24.6%
1146 ETHA ISHARES ETHEREUM TR Financial Services 1,058,000.0 $23.7M 0.01% NEW $22.43 -28.0%
1147 IOSP INNOSPEC INC Basic Materials 309,927.0 $23.7M 0.01% NEW $76.54 +2.9%
1148 GILD GILEAD SCIENCES INC Healthcare 192,705.0 $23.7M 0.01% NEW $122.74 +6.3%
1149 ARRY ARRAY TECHNOLOGIES INC Energy 2,559,376.0 $23.6M 0.01% NEW $9.22 -11.1%
1150 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,259,941.0 $23.6M 0.01% NEW $18.71 -11.5%
1151 COINBASE GLOBAL INC 23,000,000.0 $23.6M 0.01% NEW $1.02
1152 WCN WASTE CONNECTIONS INC Industrials 133,752.0 $23.5M 0.01% NEW $175.37 -10.5%
1153 LCII LCI INDS Consumer Cyclical 193,158.0 $23.4M 0.01% NEW $121.34 -10.0%
1154 PUT EMERA INC 475,000.0 $23.4M 0.01% NEW $49.29
1155 GTX GARRETT MOTION INC Consumer Cyclical 1,342,648.0 $23.4M 0.01% NEW $17.43 +90.6%
1156 NORTHERN OIL & GAS INC 24,250,000.0 $23.3M 0.01% NEW $0.96
1157 CCJ CALL CAMECO CORP Energy 254,700.0 $23.3M 0.01% NEW $91.52 +15.1%
1158 XHB SPDR SERIES TRUST 226,355.0 $23.3M 0.01% NEW $102.96 -3.3%
1159 UNP UNION PAC CORP Industrials 100,549.0 $23.3M 0.01% NEW $231.32 +14.9%
1160 URI PUT UNITED RENTALS INC Industrials 28,700.0 $23.2M 0.01% NEW $809.32 +15.7%
Page 58 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%