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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 38 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CVE CALL CENOVUS ENERGY INC Energy 279,200.0 $6.9M 0.00% -80K -22.4% $24.80 +31.0%
742 MCS MARCUS CORP DEL Communication Services 294,037.0 $6.9M 0.00% -27K -8.4% $23.46 +26.2%
743 CAR PUT AVIS BUDGET GROUP INC Industrials 46,400.0 $6.9M 0.00% -24K -33.7% $147.83 -2.6%
744 YUMC YUM CHINA HLDGS INC Consumer Cyclical 166,980.0 $6.8M 0.00% -245K -59.5% $40.87 +19.6%
745 FRSH FRESHWORKS INC Technology 674,127.0 $6.8M 0.00% -4.2M -86.1% $10.12 +28.6%
746 NI NISOURCE INC Utilities 142,885.0 $6.8M 0.00% -17K -10.7% $47.55 -12.4%
747 AA PUT ALCOA CORP Basic Materials 130,000.0 $6.8M 0.00% -79K -37.9% $52.14 -3.0%
748 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,014,534.0 $6.7M 0.00% -543K -34.9% $6.60 -11.5%
749 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 91,250.0 $6.7M 0.00% -17K -16.0% $72.98 +5.7%
750 CSIQ CALL CANADIAN SOLAR INC Energy 414,600.0 $6.6M 0.00% -102K -19.7% $16.02 -8.1%
751 NSP INSPERITY INC Industrials 158,989.0 $6.6M 0.00% -219K -57.9% $41.31 +26.2%
752 HCSG HEALTHCARE SVCS GROUP INC Healthcare 265,647.0 $6.5M 0.00% -84K -24.1% $24.56 -6.4%
753 DORM DORMAN PRODS INC Consumer Cyclical 47,662.0 $6.5M 0.00% -96K -66.9% $136.45 -3.7%
754 GPI CALL GROUP 1 AUTOMOTIVE INC Consumer Cyclical 22,300.0 $6.5M 0.00% -2K -9.3% $291.17 -9.4%
755 GTLB PUT GITLAB INC Technology 212,100.0 $6.5M 0.00% -19K -8.2% $30.53 +37.8%
756 OLED UNIVERSAL DISPLAY CORP Technology 74,584.0 $6.5M 0.00% -30K -28.4% $86.59 -0.1%
757 GM PUT GENERAL MTRS CO Consumer Cyclical 83,400.0 $6.4M 0.00% -184K -68.8% $77.08 +11.8%
758 RACE CALL FERRARI N V Consumer Cyclical 17,200.0 $6.4M 0.00% -19K -52.0% $372.29 +15.1%
759 FOX FOX CORP Communication Services 136,401.0 $6.4M 0.00% -5K -3.5% $46.84 +29.1%
760 GROY GOLD ROYALTY CORP Basic Materials 2,311,195.0 $6.4M 0.00% -1.7M -41.7% $2.76 +22.8%
Page 38 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%