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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 91 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 PHIN PHINIA INC Consumer Cyclical 151,741.0 $9.5M 0.01% NEW $62.69 +18.9%
1802 TSN PUT TYSON FOODS INC Consumer Defensive 161,900.0 $9.5M 0.01% NEW $58.62 +13.5%
1803 AMGN AMGEN INC Healthcare 28,977.0 $9.5M 0.01% NEW $327.31 +3.1%
1804 OSCR CALL OSCAR HEALTH INC Healthcare 660,000.0 $9.5M 0.01% NEW $14.37 +54.1%
1805 MKC MCCORMICK & CO INC Consumer Defensive 139,231.0 $9.5M 0.01% NEW $68.11 -31.1%
1806 KR CALL KROGER CO Consumer Defensive 151,700.0 $9.5M 0.01% NEW $62.48 +7.3%
1807 ALLE ALLEGION PLC Industrials 59,491.0 $9.5M 0.01% NEW $159.22 -17.9%
1808 BIIB BIOGEN INC Healthcare 53,754.0 $9.5M 0.01% NEW $175.99 +7.7%
1809 SIMO SILICON MOTION TECHNOLOGY CO Technology 102,038.0 $9.5M 0.01% NEW $92.70 +178.3%
1810 JNJ PUT JOHNSON & JOHNSON Healthcare 45,700.0 $9.5M 0.01% NEW $206.95 +12.0%
1811 GSAT GLOBALSTAR INC Communication Services 154,734.0 $9.4M 0.01% NEW $61.04 +35.5%
1812 UVV UNIVERSAL CORP VA Consumer Defensive 178,622.0 $9.4M 0.01% NEW $52.75 +3.9%
1813 JEF CALL JEFFERIES FINL GROUP INC Financial Services 152,000.0 $9.4M 0.01% NEW $61.97 -15.4%
1814 ATNI ATN INTL INC Communication Services 412,488.0 $9.4M 0.01% NEW $22.80 +19.5%
1815 BP PUT BP PLC Energy 270,700.0 $9.4M 0.01% NEW $34.73 +29.2%
1816 EPC EDGEWELL PERS CARE CO Consumer Defensive 548,904.0 $9.4M 0.01% NEW $17.05 +1.9%
1817 LIVE OAK ACQUISITION CORP V 905,275.0 $9.3M 0.01% NEW $10.30
1818 SMITHFIELD FOODS INC 417,092.0 $9.3M 0.01% NEW $22.33
1819 PBW INVESCO EXCHANGE TRADED FD T 304,628.0 $9.3M 0.01% NEW $30.54 +36.1%
1820 XLF SELECT SECTOR SPDR TR 169,688.0 $9.3M 0.01% NEW $54.77 -5.6%
Page 91 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%