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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 74 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 EXPO EXPONENT INC Industrials 205,618.0 $14.3M 0.01% NEW $69.46 -17.9%
1462 CMCSA PUT COMCAST CORP NEW Communication Services 508,400.0 $14.2M 0.01% NEW $28.00 -10.4%
1463 HRL HORMEL FOODS CORP Consumer Defensive 600,597.0 $14.2M 0.01% NEW $23.70 -11.1%
1464 MKL CALL MARKEL GROUP INC Financial Services 6,600.0 $14.2M 0.01% NEW $2149.65 -13.8%
1465 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 186,008.0 $14.2M 0.01% NEW $76.26 -11.4%
1466 EXPAND ENERGY CORPORATION 128,392.0 $14.2M 0.01% NEW $110.36
1467 EQT PUT EQT CORP Energy 264,300.0 $14.2M 0.01% NEW $53.60 +7.7%
1468 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 580,347.0 $14.2M 0.01% NEW $24.40 -24.7%
1469 COOPER COS INC 172,270.0 $14.1M 0.01% NEW $81.96
1470 PBI PITNEY BOWES INC Industrials 1,334,059.0 $14.1M 0.01% NEW $10.57 +46.6%
1471 NXT PUT NEXTPOWER INC Technology 161,600.0 $14.1M 0.01% NEW $87.11 +38.9%
1472 CROX PUT CROCS INC Consumer Cyclical 163,900.0 $14.0M 0.01% NEW $85.52 +27.4%
1473 ARM ARM HOLDINGS PLC Technology 128,215.0 $14.0M 0.01% NEW $109.31 +172.8%
1474 OCUL OCULAR THERAPEUTIX INC Healthcare 1,153,910.0 $14.0M 0.01% NEW $12.14 -32.3%
1475 CENTURION ACQUISITION CORP 1,309,906.0 $14.0M 0.01% NEW $10.68
1476 AGILON HEALTH INC 20,311,334.0 $14.0M 0.01% NEW $0.69
1477 WENN WEN ACQUISITION CORP Financial Services 1,384,342.0 $14.0M 0.01% NEW $10.10 +1.6%
1478 VSH VISHAY INTERTECHNOLOGY INC Technology 962,408.0 $13.9M 0.01% NEW $14.49 +177.2%
1479 CMI CUMMINS INC Industrials 27,247.0 $13.9M 0.01% NEW $510.45 +25.1%
1480 D. BORAL ARC ACQ I CORP. 1,385,950.0 $13.9M 0.01% NEW $10.03
Page 74 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%