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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 64 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 1,460,900.0 $19.4M 0.01% NEW $13.28 -19.4%
1262 WULF PUT TERAWULF INC Financial Services 1,685,000.0 $19.4M 0.01% NEW $11.49 +88.3%
1263 CBT CABOT CORP Basic Materials 291,255.0 $19.3M 0.01% NEW $66.28 +18.2%
1264 PAYO PAYONEER GLOBAL INC Technology 3,429,485.0 $19.3M 0.01% NEW $5.62 -11.0%
1265 CALL ETSY INC 346,800.0 $19.2M 0.01% NEW $55.44
1266 MEOH METHANEX CORP Basic Materials 483,657.0 $19.2M 0.01% NEW $39.70 +50.1%
1267 LMND PUT LEMONADE INC Financial Services 269,700.0 $19.2M 0.01% NEW $71.18 -19.9%
1268 ROKU CALL ROKU INC Communication Services 176,500.0 $19.1M 0.01% NEW $108.49 +14.4%
1269 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 524,693.0 $19.1M 0.01% NEW $36.49 +3.2%
1270 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 112,800.0 $19.1M 0.01% NEW $169.55 +4.8%
1271 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 203,511.0 $19.1M 0.01% NEW $93.95 +21.4%
1272 BAC PUT BANK AMERICA CORP Financial Services 347,500.0 $19.1M 0.01% NEW $55.00 -6.4%
1273 SCI SERVICE CORP INTL Consumer Cyclical 245,024.0 $19.1M 0.01% NEW $77.97 -0.6%
1274 EPR EPR PPTYS Real Estate 382,495.0 $19.1M 0.01% NEW $49.90 +17.7%
1275 THE REALREAL INC 20,125,000.0 $19.1M 0.01% NEW $0.95
1276 ETN PUT EATON CORP PLC Industrials 59,800.0 $19.0M 0.01% NEW $318.51 +19.8%
1277 FIVE CALL FIVE BELOW INC Consumer Cyclical 100,900.0 $19.0M 0.01% NEW $188.36 +16.7%
1278 LZB LA Z BOY INC Consumer Cyclical 509,001.0 $19.0M 0.01% NEW $37.27 -1.3%
1279 PBA CALL PEMBINA PIPELINE CORP Energy 495,700.0 $18.9M 0.01% NEW $38.10 +29.4%
1280 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 1,831,856.0 $18.8M 0.01% NEW $10.28 +0.2%
Page 64 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%