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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 35 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CMS CMS ENERGY CORP Utilities 111,555.0 $8.5M 0.00% -92K -45.3% $76.50 -8.7%
682 LIBERTY CAP CORP 394,627.0 $8.5M 0.00% -35K -8.2% $21.56
683 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 94,300.0 $8.5M 0.00% -2K -1.8% $90.01 +16.7%
684 MDB CALL MONGODB INC Technology 25,200.0 $8.5M 0.00% -1K -4.2% $335.90 +25.1%
685 UNP UNION PAC CORP Industrials 30,907.0 $8.4M 0.00% -4K -11.6% $272.00 +11.8%
686 NWL NEWELL BRANDS INC Consumer Defensive 1,354,706.0 $8.3M 0.00% -1.3M -48.6% $6.14 -5.7%
687 MSA MSA SAFETY INC Industrials 47,430.0 $8.3M 0.00% -4K -8.5% $174.58 +7.9%
688 KOD KODIAK SCIENCES INC Healthcare 211,300.0 $8.2M 0.00% -19K -8.1% $38.96 +2.3%
689 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 485,200.0 $8.2M 0.00% -270K -35.7% $16.96 +24.9%
690 NHIC NEWHOLD INVT CORP III Financial Services 754,894.0 $8.2M 0.00% -241K -24.2% $10.89 -2.6%
691 NBR NABORS INDUSTRIES LTD Energy 97,002.0 $8.1M 0.00% -15K -13.5% $84.01 +9.3%
692 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 162,700.0 $8.1M 0.00% -42K -20.6% $49.98 +3.6%
693 MEI METHODE ELECTRS INC Technology 425,066.0 $8.1M 0.00% -193K -31.2% $18.97 -23.7%
694 GKOS GLAUKOS CORP Healthcare 57,184.0 $8.0M 0.00% -194K -77.2% $139.76 +32.3%
695 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 1,010,427.0 $8.0M 0.00% -55K -5.2% $7.90 -4.4%
696 DIOD DIODES INC Technology 72,302.0 $7.9M 0.00% -130K -64.3% $109.44 -17.1%
697 ARIS ARIS MINING CORPORATION Basic Materials 529,300.0 $7.9M 0.00% -358K -40.4% $14.90 +35.5%
698 CDW CDW CORP Technology 56,019.0 $7.9M 0.00% -402K -87.8% $140.64 -5.0%
699 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 2,344,128.0 $7.8M 0.00% -24K -1.0% $3.34 -10.8%
700 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 28,700.0 $7.8M 0.00% -44K -60.2% $271.95 -14.9%
Page 35 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%