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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 79 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 GSHD GOOSEHEAD INS INC Financial Services 169,041.0 $12.4M 0.01% NEW $73.65 -42.3%
1562 SBRA SABRA HEALTH CARE REIT INC Real Estate 656,378.0 $12.4M 0.01% NEW $18.94 +11.2%
1563 IQ IQIYI INC Communication Services 6,473,710.0 $12.4M 0.01% NEW $1.92 -42.7%
1564 GTES GATES INDL CORP PLC Industrials 578,804.0 $12.4M 0.01% NEW $21.47 +12.1%
1565 KOSMOS ENERGY LTD 28,985,000.0 $12.4M 0.01% NEW $0.43
1566 TIGR UP FINTECH HLDG LTD Financial Services 1,293,236.0 $12.4M 0.01% NEW $9.56 -38.4%
1567 ATO ATMOS ENERGY CORP Utilities 73,350.0 $12.3M 0.01% NEW $167.63 +5.9%
1568 MSGE PUT SPHERE ENTERTAINMENT CO Communication Services 129,300.0 $12.3M 0.01% NEW $95.08 -27.0%
1569 TDY TELEDYNE TECHNOLOGIES INC Technology 24,007.0 $12.3M 0.01% NEW $510.73 +20.3%
1570 HUDSON PAC PPTYS INC 1,128,272.0 $12.2M 0.01% NEW $10.83
1571 DEO DIAGEO PLC Consumer Defensive 141,498.0 $12.2M 0.01% NEW $86.27 -0.3%
1572 STRATEGY INC 11,000,000.0 $12.2M 0.01% NEW $1.11
1573 MAGN MAGNERA CORP Industrials 805,693.0 $12.2M 0.01% NEW $15.14 -30.3%
1574 AYI ACUITY INC Industrials 33,872.0 $12.2M 0.01% NEW $360.04 -21.9%
1575 TACH TITAN ACQUISITION CORP Financial Services 1,188,043.0 $12.2M 0.01% NEW $10.26 +0.9%
1576 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 267,475.0 $12.2M 0.01% NEW $45.57 +40.7%
1577 ABEV AMBEV SA Consumer Defensive 4,933,019.0 $12.2M 0.01% NEW $2.47 +32.4%
1578 RH CALL RH Consumer Cyclical 67,900.0 $12.2M 0.01% NEW $179.15 -25.7%
1579 TEAM CALL ATLASSIAN CORPORATION Technology 74,900.0 $12.1M 0.01% NEW $162.14 -46.8%
1580 ONON CALL ON HLDG AG Consumer Cyclical 260,900.0 $12.1M 0.01% NEW $46.48 -15.7%
Page 79 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%