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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 94 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 SFNC SIMMONS 1ST NATL CORP Financial Services 474,452.0 $8.9M 0.01% NEW $18.85 +12.8%
1862 EBS EMERGENT BIOSOLUTIONS INC Healthcare 723,217.0 $8.9M 0.01% NEW $12.36 -32.3%
1863 AIG AMERICAN INTL GROUP INC Financial Services 104,468.0 $8.9M 0.01% NEW $85.55 -8.1%
1864 SSP SCRIPPS E W CO OHIO Communication Services 2,239,506.0 $8.9M 0.01% NEW $3.99 -16.8%
1865 NEWBURY STR II ACQUISITION C 853,875.0 $8.9M 0.01% NEW $10.46
1866 PLUM ACQUISITION CORP IV 853,875.0 $8.9M 0.01% NEW $10.43
1867 CAVA CAVA GROUP INC Consumer Cyclical 151,390.0 $8.9M 0.01% NEW $58.69 +38.5%
1868 GAU GALIANO GOLD INC Basic Materials 3,486,100.0 $8.9M 0.01% NEW $2.54 -12.3%
1869 THAYER VENTURES ACQ CORP II 875,000.0 $8.9M 0.01% NEW $10.12
1870 CSCO PUT CISCO SYS INC Technology 114,300.0 $8.8M 0.01% NEW $77.03 +53.4%
1871 MCB METROPOLITAN BK HLDG CORP Financial Services 115,281.0 $8.8M 0.01% NEW $76.36 +19.6%
1872 FLNC CALL FLUENCE ENERGY INC Utilities 444,300.0 $8.8M 0.01% NEW $19.78 +2.1%
1873 MZTI MARZETTI COMPANY Consumer Defensive 53,402.0 $8.8M 0.01% NEW $164.42 -31.4%
1874 NNI NELNET INC Financial Services 66,004.0 $8.8M 0.01% NEW $132.96 -2.5%
1875 VLO PUT VALERO ENERGY CORP Energy 53,900.0 $8.8M 0.01% NEW $162.79 +55.9%
1876 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 314,200.0 $8.8M 0.01% NEW $27.87 -28.1%
1877 CALL DAVE INC 39,400.0 $8.7M 0.01% NEW $221.41
1878 PUT CONFLUENT INC 288,200.0 $8.7M 0.01% NEW $30.24
1879 ULS UL SOLUTIONS INC Industrials 110,164.0 $8.7M 0.01% NEW $78.86 +29.3%
1880 EHAB ENHABIT INC Healthcare 941,297.0 $8.7M 0.01% NEW $9.22 +49.7%
Page 94 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%