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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 67 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WTM WHITE MTNS INS GROUP LTD Financial Services 8,593.0 $17.9M 0.01% NEW $2078.03 +3.2%
1322 MTD CALL METTLER TOLEDO INTERNATIONAL Healthcare 12,800.0 $17.8M 0.01% NEW $1394.19 -21.8%
1323 FSK FS KKR CAP CORP Financial Services 1,204,607.0 $17.8M 0.01% NEW $14.81 -26.2%
1324 NMRK NEWMARK GROUP INC Real Estate 1,024,077.0 $17.8M 0.01% NEW $17.34 -16.2%
1325 SNAP INC 19,500,000.0 $17.8M 0.01% NEW $0.91
1326 CPS COOPER STD HLDGS INC Consumer Cyclical 538,959.0 $17.7M 0.01% NEW $32.83 -14.7%
1327 RKLB PUT ROCKET LAB CORP Industrials 252,400.0 $17.6M 0.01% NEW $69.76 +92.5%
1328 HSAI HESAI GROUP Consumer Cyclical 785,699.0 $17.6M 0.01% NEW $22.40 -6.7%
1329 GLW CORNING INC Technology 200,649.0 $17.6M 0.01% NEW $87.56 +119.2%
1330 BTI BRITISH AMERN TOB PLC Consumer Defensive 310,167.0 $17.6M 0.01% NEW $56.62 +16.1%
1331 MTN VAIL RESORTS INC Consumer Cyclical 132,194.0 $17.6M 0.01% NEW $132.80 -4.5%
1332 WBD PUT WARNER BROS DISCOVERY INC Communication Services 608,200.0 $17.5M 0.01% NEW $28.82 -4.9%
1333 CODI COMPASS DIVERSIFIED Industrials 3,648,849.0 $17.5M 0.01% NEW $4.80 +143.8%
1334 GTLB CALL GITLAB INC Technology 465,300.0 $17.5M 0.01% NEW $37.53 -31.7%
1335 EQNR EQUINOR ASA Energy 737,862.0 $17.4M 0.01% NEW $23.63 +63.6%
1336 MMSI MERIT MED SYS INC Healthcare 197,691.0 $17.4M 0.01% NEW $88.14 -27.8%
1337 VIKING HOLDINGS LTD 243,578.0 $17.4M 0.01% NEW $71.41
1338 ORC ORCHID IS CAP INC Real Estate 2,410,007.0 $17.4M 0.01% NEW $7.20 -5.1%
1339 TECHNIPFMC PLC 389,142.0 $17.3M 0.01% NEW $44.56
1340 NIO PUT NIO INC Consumer Cyclical 3,400,000.0 $17.3M 0.01% NEW $5.10 +9.8%
Page 67 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%