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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 54 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 WELL CALL WELLTOWER INC Real Estate 10,400.0 $2.4M 0.00% -65K -86.1% $226.97 +4.3%
1062 ASO PUT ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 50,000.0 $2.4M 0.00% -30K -37.5% $47.13 -3.8%
1063 EOLS EVOLUS INC Healthcare 336,901.0 $2.3M 0.00% -222K -39.7% $6.94 +20.3%
1064 RVMD REVOLUTION MEDICINES INC Healthcare 12,400.0 $2.3M 0.00% -1.0M -98.8% $187.28 +13.3%
1065 TMCI TREACE MED CONCEPTS INC Healthcare 583,277.0 $2.3M 0.00% -258K -30.7% $3.98 +12.3%
1066 PENN PUT PENN ENTERTAINMENT INC Consumer Cyclical 108,600.0 $2.3M 0.00% -193K -63.9% $21.36 -12.9%
1067 BNL BROADSTONE NET LEASE INC Real Estate 111,805.0 $2.3M 0.00% -90K -44.7% $20.67 +2.8%
1068 RUN PUT SUNRUN INC Energy 172,600.0 $2.3M 0.00% -11K -5.8% $13.38 -30.6%
1069 PHM PULTE GROUP INC Consumer Cyclical 16,716.0 $2.3M 0.00% -104K -86.2% $137.21 -6.4%
1070 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 73,905.0 $2.3M 0.00% -17K -18.8% $31.02 -12.2%
1071 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 58,897.0 $2.3M 0.00% -22K -27.4% $38.77 -2.1%
1072 SG CALL SWEETGREEN INC Consumer Cyclical 258,300.0 $2.3M 0.00% -17K -6.1% $8.81 -25.8%
1073 PSN PARSONS CORP DEL Industrials 43,431.0 $2.3M 0.00% -13K -23.3% $52.39 -12.4%
1074 TAC TRANSALTA CORP Utilities 163,700.0 $2.3M 0.00% -106K -39.3% $13.82 -9.2%
1075 SXI STANDEX INTL CORP Industrials 6,310.0 $2.3M 0.00% -693.0 -9.9% $357.67 -13.4%
1076 VAC PUT MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 22,100.0 $2.3M 0.00% -21K -48.4% $101.88 +7.1%
1077 QDEL PUT QUIDELORTHO CORP Healthcare 128,500.0 $2.3M 0.00% -35K -21.4% $17.52 -17.1%
1078 EBAY CALL EBAY INC. Consumer Cyclical 20,000.0 $2.2M 0.00% -49K -71.1% $111.75 -6.5%
1079 SKM SK TELECOM CO LTD Communication Services 69,455.0 $2.2M 0.00% -555K -88.9% $32.16 +19.5%
1080 CAVA PUT CAVA GROUP INC Consumer Cyclical 28,300.0 $2.2M 0.00% -72K -71.7% $78.48 -8.3%
Page 54 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%