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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 59 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ARIS ARIS MNG CORP Basic Materials 1,431,900.0 $23.2M 0.01% NEW $16.22 +6.7%
1162 TPB TURNING PT BRANDS INC Consumer Defensive 212,792.0 $23.1M 0.01% NEW $108.40 -15.9%
1163 PJT PJT PARTNERS INC Financial Services 137,831.0 $23.0M 0.01% NEW $167.20 -7.1%
1164 TSCO TRACTOR SUPPLY CO Consumer Cyclical 459,760.0 $23.0M 0.01% NEW $50.01 -36.6%
1165 NWL NEWELL BRANDS INC Consumer Defensive 6,163,185.0 $22.9M 0.01% NEW $3.72 -3.8%
1166 VZ VERIZON COMMUNICATIONS INC Communication Services 560,570.0 $22.8M 0.01% NEW $40.73 +17.4%
1167 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 1,438,355.0 $22.8M 0.01% NEW $15.86 +22.2%
1168 PRG PROG HOLDINGS INC Industrials 772,936.0 $22.8M 0.01% NEW $29.49 +14.4%
1169 ZD ZIFF DAVIS INC Communication Services 648,130.0 $22.8M 0.01% NEW $35.15 +20.4%
1170 RACE PUT FERRARI N V Consumer Cyclical 61,200.0 $22.6M 0.01% NEW $369.56 -7.5%
1171 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 419,100.0 $22.6M 0.01% NEW $53.94 +10.4%
1172 RELY REMITLY GLOBAL INC Technology 1,636,932.0 $22.6M 0.01% NEW $13.80 +56.4%
1173 URGN UROGEN PHARMA LTD Healthcare 962,624.0 $22.5M 0.01% NEW $23.42 +29.0%
1174 ASTS PUT AST SPACEMOBILE INC Technology 310,200.0 $22.5M 0.01% NEW $72.63 +32.5%
1175 ABNB CALL AIRBNB INC Consumer Cyclical 165,900.0 $22.5M 0.01% NEW $135.72 -1.1%
1176 PUT HUT 8 CORP 489,200.0 $22.5M 0.01% NEW $45.94
1177 UAA UNDER ARMOUR INC Consumer Cyclical 4,517,948.0 $22.5M 0.01% NEW $4.97 +3.6%
1178 WNC WABASH NATL CORP Industrials 2,593,617.0 $22.4M 0.01% NEW $8.65 -19.5%
1179 IIPR INNOVATIVE INDL PPTYS INC Real Estate 473,046.0 $22.4M 0.01% NEW $47.36 +19.1%
1180 EXACT SCIENCES CORP 21,713,000.0 $22.3M 0.01% NEW $1.03
Page 59 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%