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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 99 of 228  ·  4,558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 LILAK LIBERTY LATIN AMERICA LTD Communication Services 1,044,494.0 $7.8M 0.00% NEW $7.46 +7.6%
1962 CBRE CBRE GROUP INC Real Estate 48,449.0 $7.8M 0.00% NEW $160.79 -18.5%
1963 NEBIUS GROUP N.V. 92,637.0 $7.8M 0.00% NEW $83.70
1964 GLPI GAMING & LEISURE PPTYS INC Real Estate 173,479.0 $7.8M 0.00% NEW $44.69 +6.9%
1965 INMD INMODE LTD Healthcare 527,651.0 $7.8M 0.00% NEW $14.69 -6.5%
1966 DPZ DOMINOS PIZZA INC Consumer Cyclical 18,572.0 $7.7M 0.00% NEW $416.82 -24.1%
1967 VC VISTEON CORP Consumer Cyclical 81,385.0 $7.7M 0.00% NEW $95.10 +19.3%
1968 ZEVRA THERAPEUTICS INC 863,746.0 $7.7M 0.00% NEW $8.96
1969 UPBOUND GROUP INC 440,371.0 $7.7M 0.00% NEW $17.56
1970 MMM CALL 3M CO Industrials 48,300.0 $7.7M 0.00% NEW $160.10 -4.8%
1971 LIBERTY GLOBAL LTD 698,817.0 $7.7M 0.00% NEW $11.04
1972 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 45,500.0 $7.7M 0.00% NEW $169.53 +3.8%
1973 TBLA TABOOLA.COM LTD Communication Services 1,672,108.0 $7.7M 0.00% NEW $4.61 +6.7%
1974 SVCC STELLAR V CAP CORP Financial Services 742,490.0 $7.7M 0.00% NEW $10.38 +1.3%
1975 GLOBUS MED INC 88,209.0 $7.7M 0.00% NEW $87.31
1976 OMF CALL ONEMAIN HLDGS INC Financial Services 114,000.0 $7.7M 0.00% NEW $67.55 -20.8%
1977 CG PUT CARLYLE GROUP INC Financial Services 130,000.0 $7.7M 0.00% NEW $59.11 -23.1%
1978 HXL HEXCEL CORP NEW Industrials 103,825.0 $7.7M 0.00% NEW $73.90 +16.6%
1979 BTU CALL PEABODY ENERGY CORP Energy 258,000.0 $7.7M 0.00% NEW $29.70 -17.3%
1980 AWR AMER STATES WTR CO Utilities 105,556.0 $7.7M 0.00% NEW $72.48 +5.7%
Page 99 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%