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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 80 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 NOVT NOVANTA INC Technology 101,845.0 $12.1M 0.01% NEW $118.99 +30.2%
1582 WAB WABTEC Industrials 56,679.0 $12.1M 0.01% NEW $213.45 +21.4%
1583 AG FIRST MAJESTIC SILVER CORP Basic Materials 725,783.0 $12.1M 0.01% NEW $16.66 +19.4%
1584 VVX V2X INC Industrials 221,162.0 $12.1M 0.01% NEW $54.55 +31.4%
1585 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 1,465,013.0 $12.1M 0.01% NEW $8.23 -33.5%
1586 VREX VAREX IMAGING CORP Healthcare 1,033,679.0 $12.0M 0.01% NEW $11.65 -13.0%
1587 SHAK PUT SHAKE SHACK INC Consumer Cyclical 148,200.0 $12.0M 0.01% NEW $81.17 -21.8%
1588 PAGAYA TECHNOLOGIES LTD 574,789.0 $12.0M 0.01% NEW $20.90
1589 IDT IDT CORP Communication Services 234,545.0 $12.0M 0.01% NEW $51.21 +2.9%
1590 ANDRETTI ACQUISITION CORP II 1,138,500.0 $12.0M 0.01% NEW $10.54
1591 DDS DILLARDS INC Consumer Cyclical 19,788.0 $12.0M 0.01% NEW $606.34 -9.0%
1592 OVV PUT OVINTIV INC Energy 306,100.0 $12.0M 0.01% NEW $39.19 +50.2%
1593 WBS WEBSTER FINL CORP Financial Services 190,304.0 $12.0M 0.01% NEW $62.94 +16.1%
1594 ALLIED GOLD CORP 522,432.0 $12.0M 0.01% NEW $22.92
1595 UPST UPSTART HLDGS INC Financial Services 273,487.0 $12.0M 0.01% NEW $43.73 -34.0%
1596 DQ CALL DAQO NEW ENERGY CORP Technology 405,300.0 $12.0M 0.01% NEW $29.50 -39.1%
1597 LAUNCH TWO ACQUISITION CORP. 1,138,500.0 $12.0M 0.01% NEW $10.50
1598 FCX PUT FREEPORT-MCMORAN INC Basic Materials 235,000.0 $11.9M 0.01% NEW $50.79 +22.7%
1599 TOST PUT TOAST INC Technology 336,100.0 $11.9M 0.01% NEW $35.51 -34.3%
1600 WFG WEST FRASER TIMBER CO LTD Basic Materials 194,859.0 $11.9M 0.01% NEW $61.18 -0.3%
Page 80 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%