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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 26 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PRLB PROTO LABS INC Industrials 211,366.0 $17.2M 0.01% -14K -6.3% $81.51 +4.1%
502 OMF ONEMAIN HLDGS INC Financial Services 281,239.0 $17.1M 0.01% -16K -5.2% $60.97 +6.2%
503 TTD PUT THE TRADE DESK INC Technology 946,600.0 $17.1M 0.01% -760K -44.5% $18.08 -25.8%
504 MTH MERITAGE HOMES CORP Consumer Cyclical 203,639.0 $17.1M 0.01% -82K -28.6% $83.85 -15.7%
505 CVE PUT CENOVUS ENERGY INC Energy 687,300.0 $17.0M 0.01% -160K -18.9% $24.79 +31.2%
506 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 60,100.0 $16.9M 0.01% -226K -79.0% $281.21 -17.3%
507 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 320,500.0 $16.9M 0.01% -88K -21.5% $52.65 +24.1%
508 RGA REINSURANCE GROUP AMER INC Financial Services 78,524.0 $16.7M 0.01% -114K -59.3% $212.65 +14.9%
509 PCAR PACCAR INC Industrials 137,338.0 $16.5M 0.01% -74K -34.9% $120.12 +6.6%
510 CENCORA INC 57,827.0 $16.4M 0.01% -38K -39.4% $282.98
511 BLBD BLUE BIRD CORP Consumer Cyclical 206,874.0 $16.3M 0.01% -367K -63.9% $78.96 -22.2%
512 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 197,694.0 $16.3M 0.01% -2.1M -91.5% $82.40 -6.0%
513 SBRA SABRA HEALTH CARE REIT INC Real Estate 833,693.0 $16.3M 0.01% -98K -10.6% $19.51 +4.2%
514 CLSK CALL CLEANSPARK INC Technology 1,117,500.0 $16.3M 0.01% -211K -15.9% $14.55 -19.4%
515 IREN IREN LIMITED Financial Services 354,696.0 $16.2M 0.01% -6.1M -94.5% $45.73 -8.2%
516 OIS OIL STS INTL INC Energy 2,017,956.0 $16.2M 0.01% -149K -6.9% $8.01 +12.0%
517 CNK CINEMARK HLDGS INC Communication Services 502,521.0 $15.9M 0.01% -835K -62.4% $31.73 +15.7%
518 FSK FS KKR CAP CORP Financial Services 1,516,058.0 $15.9M 0.01% -699K -31.6% $10.50 +13.4%
519 SLB PUT SLB LIMITED Energy 342,200.0 $15.9M 0.01% -314K -47.8% $46.49 +14.5%
520 VSAT VIASAT INC Technology 176,484.0 $15.9M 0.01% -13K -7.0% $89.81 -15.3%
Page 26 of 80  ·  1,597 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%